# Set monthly goals

> Save office targets and see how office and agent progress is calculated.

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

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Managers and Administrators use [Set Office Goals](https://app.agencymesh.app/goals/GoalsSearch) for monthly targets. Agent targets come from their assigned office goals.

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## Save or remove office targets

1. Choose **Office** and **Goal Month**, then **Search**.
2. In **Office Goal Setup**, enter the targets and any **Notes**. Click the row’s **Save** before changing months.
3. To remove a saved row, click **Delete** and confirm **Delete this goal row?**.

**Service Fee** and **Premium** are money targets. **New Accounts**, **Renewal**, call targets (**Outbound / Inbound / Missed**), and **Quotes Worked / Quotes Sold** are counts. **Renewal** is not a percentage. Targets apply only to the selected month.

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## View office progress

1. Open [View Office Goals](https://app.agencymesh.app/goals/get_goals_and_projections), or choose **View Progress** from Office Goals. Select **Office** and **Goal Month**, then **Search**.
2. Use **Data Through** to see the latest included date and **Open Days Left** for remaining workdays. If activity is missing, open its transaction, call, or quote report.
3. If no target appears, return to **Set Office Goals** for that month and save a positive target.

| Item | Guidance |
| --- | --- |
| Need Today | Amount needed today; zero when today is not an open day in the selected month. |
| Pace | Remaining amount per open day. |
| Projected | Estimated final result at the recorded pace. |

**No configured goals** means no positive target for these measures. It does not mean no work occurred.

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## View an agent’s share

1. Open [View Agent Goals](https://app.agencymesh.app/goals/get_personal_goals_and_projections). Choose **Agent** and **Goal Month**, then **Search**.
2. For an unexpected target, use **View Office Goals** to see its source. Ask an Administrator to correct office-goal assignments if needed.

Each office target is divided among agents assigned to that office for goals. Shares from several offices are added together. Agent accounts normally see their own progress; Managers and Administrators can view permitted agents. This view does not edit separate personal targets.

## Related guides

- [Track goals and results](https://agencymesh.com/help/goals-and-reports.md)
- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Find a report](https://agencymesh.com/help/reports-index.md)