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Set monthly goals

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About this guide

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

Managers and Administrators use Set Office Goals for monthly targets. Agent targets come from their assigned office goals.

Save or remove office targets

Section titled “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.

View office progress

Section titled “View office progress”
  1. Open View Office Goals, 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.

View an agent’s share

Section titled “View an agent’s share”
  1. Open View Agent Goals. 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.

Section titled “Related guides”