# Goals and reports

> Set monthly office targets, review goal progress, and choose the report that answers your question.

Language: en-US. Product guide: https://agencymesh.app/help/goals-and-reports/.

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

Compare recorded activity with monthly office or agent targets. Use the source reports when you need to explain a total.

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## Set monthly office targets

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

Requires Manager or Administrator access. Agent targets derive from assigned office goals; see [Set office goals](/help/goal-management/).

1. Choose **Office** and **Goal Month**, then **Search**.
2. Enter targets in the office row and click **Save**. **View Progress** opens the progress report.

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## Read office and agent progress

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

| Item | Guidance |
| --- | --- |
| Need Today / Pace | Remaining work spread across the remaining open days. |
| Projected | Estimated final result if the recorded pace continues. |

1. Choose **Office** or **Agent** and **Goal Month**, then **Search**.
2. Check **Data Through** before comparing progress with the target.

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## Choose a report

Use the [Reports index](/help/reports-index/) to choose a report. **Reports** in the navigation groups Call Metrics, Quote Metrics, Transaction Metrics, E-Sign Report, Quotes Report, and To-Do Report. Other reports remain with their related tool.

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## Compare results fairly

Match the office or agent, dates, and status filters on the report itself. Dashboard’s **Phone / Office** does not set report filters.

Check the date type: **Quotes Report > Date** distinguishes **Created** from **Updated**. For goals, check **Data Through**; investigate missing activity in its source report.

## Related guides

- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Calls, SMS, and customer messaging](https://agencymesh.app/help/calls-and-messaging.md)
- [Find and reconcile transaction records](https://agencymesh.app/help/transactions.md)