Goals

Goals

The Goals report allows you to set goals based on premium or commission and track the results over a selected period.
​Click the attachment below for a sample Goals report.

Report Parameters

  1. Name
  2. Track - Annualized Premium or Actual Commissions
  3. Primary Field - Agent, Carrier, Product, Type or Subtype
  4. Values and Goal amounts
  5. Start Date
  6. End Date - results available up to 10 years.

Report Results





Add

  1. Go to the Main Menu.
  2. Click Reports - Goals.
  3. Enter a report name.
  4. Track - select Annualized Premium or Actual Commissions.
  5. Select a Primary Field.
  6. Select values and enter goal amounts.
  7. Enter Start Date.
  8. Enter End Date.  A maximum of 10 years is available.

Edit

  1. Go to the Main Menu.
  2. Click Reports - Goals.
  3. Click the box next to the report to edit.
  4. Click the edit icon .
  5. Make changes.
  6. Click SAVE.

Duplicate

  1. Go to the Main Menu.
  2. Click Reports - Goals.
  3. Click the box next to the report to duplicate.  Only one report at a time can be duplicated.
  4. Click the duplicate icon .
  5. Make changes.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Reports - Goals.
  3. Click the box next to the reports to delete.
  4. Click the delete icon .
  5. Click CONTINUE.

Export

  1. Go to the Main Menu.
  2. Click Reports - Goals.
  3. Click the report name.
  4. Click the export icon .