Allow more than agency goal on agency dashboard
Sabrina Tinius
Right now, if I turn on agent level goals and don't assign a goal to every agent, my view as owner is an odd goal number comprised of only the agents with goals.
I would love to have an agency level goal separate from any agent goals, viewable only by me.
I would also like to be able to set temporary goals visible to the team, such as "$X in January."
I know someone else has already posted about goals per supplier, would love those to be able to be set for various dates as well.
And then my agents would really love if we could also create a "Traveled Sales" goal in addition to amount sold this year, because we do perks based on traveled sales.
Brook Wozniak
Yes! I had created an agency view only agency-goal. Then a secondary for agents. It's pretty cluttered.
One agent also was ready for her 2027 goal, once I added that one, the charts moved to another screen that I have to click into. It looks like the Dashboard can only handle 2 charts at a time.