Goals & activities
Yearly goals, pace and daily activity.
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- Set monthly goalsGive a product a different goal each month in place of the even split, and see what happens to typed months when the year changes.
- Set goals from your historyBuild next year's goals from what your office sold in past years, grown by the percentage you choose.
- Set goals for each personGive each team member their own goals on Individual Goals, one at a time or for the whole team at once.
- Set activity goalsGive each activity your team logs a yearly target, for the office or for one person, and see its progress in Log Activity.
- Check goal pace on HomeSee on Home whether the month and the year are on pace for their goals, and where each is projected to land.
- See the wins on HomeRead the month's highlighted win on Home and the chips under it, from goals met in a row to records and selling streaks.
- Set up activitiesAdd the activities your team logs besides sales, such as policy reviews, and choose who logs each one.
- Log an activityRecord today's work from Log Activity in the top bar, one entry at a time, and your quotes by product line.
- Fix or delete a logged activityChange the date, quantity or note on an activity entry from the activity log, or delete an entry logged by mistake.
- Fix a quote countCorrect the number of quotes logged for a product line, this month from Log Activity or an earlier month from the Data window.
- See your quote conversionSee how many of your team's quotes turn into policies, for the office on Home and for each person on the Team page.
- Record the office's monthly numbersType your book's households, policy count, premium and the month's auto and fire gain in the Data window, once a month.