Track goals and results
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open View Office Goals or View Agent Goals to compare work with monthly targets.
Find your progress
Section titled “Find your progress”- Choose Office or Agent and Goal Month, then Search.
- 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.
- To explain a total, choose its source in the Reports guide. 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.
Set or change a target
Section titled “Set or change a target”- Manager or Administrator: open Set Office Goals. Choose Office and Goal Month, then Search.
- 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 for target choices and missing goals.