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Set office goals and review agent progress

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About this guide

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.

Know what each target measures

Section titled “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.

Create, update, or delete a monthly office goal

Section titled “Create, update, or delete a monthly office goal”

Where: Goals > Set Office Goals.

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?

Review an agent’s share of office goals

Section titled “Review an agent’s share of office goals”

Where: Goals > View Agent Goals.

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.

Read progress and the daily pace

Section titled “Read progress and the daily pace”

Where: Goals > View Office Goals, 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.

Resolve missing targets or unexpected progress

Section titled “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.
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