# Set office goals and review agent progress

> Save monthly office targets, read goal progress, and understand how office assignments determine agent targets.

Language: en-US. Product guide: https://agencymesh.app/help/goal-management/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Managers and Administrators set monthly office targets. View Agent Goals calculates each agent’s share from their assigned office goals; it does not edit separate personal targets.

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## Know what each target measures

| Item | Guidance |
| --- | --- |
| Service Fee / Premium | Monthly monetary targets. |
| New Accounts / Renewal | Monthly counts; Renewal is not a percentage. |
| Outbound / Inbound / Missed | Monthly call counts. |
| Quotes Worked / Quotes Sold | Monthly quote activity and sales targets. |
| Notes | Context for the target or its revision. |

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## Create, update, or delete a monthly office goal

**Where:** Goals > [Set Office Goals](https://app.agencymesh.app/goals/GoalsSearch).

Save before changing **Goal Month**. Targets apply only to the selected month.

1. Choose **Office** and **Goal Month**, then click **Search**.
2. Enter the targets in **Office Goal Setup** and click the row’s **Save**. Check **Updated By** / **Updated** for confirmation.
3. To remove a saved row, click **Delete** and confirm **Delete this goal row?**

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## Review an agent’s share of office goals

**Where:** Goals > [View Agent Goals](https://app.agencymesh.app/goals/get_personal_goals_and_projections).

An office target is divided among agents assigned to that office for goals; multiple office shares are added together. Agent accounts normally see their own progress; Managers and Administrators can review permitted agents.

1. Choose **Agent** and **Goal Month**, then **Search**.
2. Use **View Office Goals** to inspect the office targets behind an unexpected agent target. Ask your administrator to check office-goal assignments if needed.

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## Read progress and the daily pace

**Where:** Goals > [View Office Goals](https://app.agencymesh.app/goals/get_goals_and_projections), or Office Goals > View Progress.

| Item | Guidance |
| --- | --- |
| Need Today | Today’s requirement toward the remaining goal; zero when today is not an open day in that month. |
| Pace | Remaining amount per open day. |
| Projected | Estimated final amount at the recorded pace. |
| No configured goals | No positive target for the displayed metrics; this does not mean no work occurred. |

1. Choose **Office** and **Goal Month**, then **Search**.
2. Check **Goal Start**, **Goal End**, **Data Through**, and **Open Days Left** before interpreting progress.

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## Resolve missing targets or unexpected progress

| Item | Guidance |
| --- | --- |
| Missing target | Check Goal Month and the saved row in Set Office Goals. No positive value means no configured target. |
| Wrong agent target | Ask an administrator to check office-goal assignments. Older separate personal-goal records do not control this view. |
| Missing progress | Check Data Through, then the source transaction, call, or quote report. Run Search again after the data updates. |

## Related guides

- [Goals and reports](https://agencymesh.app/help/goals-and-reports.md)
- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Reports index](https://agencymesh.app/help/reports-index.md)