# Track goals and results

> Find your monthly target, progress, and the report behind a total.

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

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

Open [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) to compare work with monthly targets.

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## Find your progress

1. Choose **Office** or **Agent** and **Goal Month**, then **Search**.
2. Use **Data Through** for the latest included date. **Need Today** is today’s remaining goal requirement; **Pace** is the amount needed per open day. **Projected** estimates the month’s final result.
3. To explain a total, choose its source in the [Reports guide](/help/reports-index/). Match the report’s office or agent, dates, and status filters.

Dashboard’s **Phone / Office** does not set report filters. In **Quotes Report**, **Date** can mean **Created** or **Updated**.

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## Set or change a target

1. Manager or Administrator: open [Set Office Goals](https://app.agencymesh.app/goals/GoalsSearch). Choose **Office** and **Goal Month**, then **Search**.
2. Enter targets in the office row and click **Save**. Use **View Progress** for results.

Agent targets come from assigned office goals. See [Set monthly goals](/help/goal-management/) for target choices and missing goals.

## Related guides

- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Call or message a customer](https://agencymesh.com/help/calls-and-messaging.md)
- [Transactions](https://agencymesh.com/help/transactions.md)