Goals and reports
About this guide
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.
Set monthly office targets
Section titled “Set monthly office targets”Where: Goals > Set Office Goals.
Requires Manager or Administrator access. Agent targets derive from assigned office goals; see Set office goals.
- Choose Office and Goal Month, then Search.
- Enter targets in the office row and click Save. View Progress opens the progress report.
Read office and agent progress
Section titled “Read office and agent progress”Where: View Office Goals or View Agent Goals.
| Item | Guidance |
|---|---|
| Need Today / Pace | Remaining work spread across the remaining open days. |
| Projected | Estimated final result if the recorded pace continues. |
- Choose Office or Agent and Goal Month, then Search.
- Check Data Through before comparing progress with the target.
Choose a report
Section titled “Choose a report”Use the 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.
Compare results fairly
Section titled “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.