Tracking Monthly Goals with Status Indicators

Data Freshness: Dashboard metrics are calculated by a nightly job. Data shown reflects activity up to yesterday (end of day). Today's activity will appear tomorrow.

Real-Time Progress Tracking: Goals Summary widgets provide an at-a-glance view of your progress toward monthly sales targets across four key categories: New Business Premium, New Business Commission, Renewal Premium, and Renewal Commission.

Goals Summary widgets help you track monthly sales performance against your targets using color-coded donut gauges. These widgets answer the question: "Am I on track to hit my goals this month?" Available in My Goals Summary (Agent view) and Agency Goals Summary (Agency-wide view).

What This Widget Shows

This is a Monthly Goal Tracker—it displays your progress toward four different sales goals using visual donut gauges with status indicators:

New Business Premium Goal: Target amount of premium from new policies
New Business Commission Goal: Target commission earned from new policies
Renewal Premium Goal: Target amount of premium from renewed policies
Renewal Commission Goal: Target commission earned from renewals

Key Concept: Goal targets are calculated based on the selected period. For "This Month," your status compares actual achievement against your full monthly goal—no daily proration. For "This Week," the target is your monthly goal divided by 4. For quarterly/annual views, goals from multiple months are summed together.

Understanding the Status Indicators

Each goal gauge displays one of four color-coded status badges:

Ahead (Green Badge)

You've exceeded your goal for the selected period.

What it means: "I'm ahead of my target—I've already surpassed what I set out to achieve."

Example (This Month view): Your NB Premium goal is $10,000/month. You've sold $11,200 in NB Premium this month—you're $1,200 ahead → Ahead

On Track (Blue Badge)

You're within 10% of your goal (above or below).

What it means: "I'm close to my target—within acceptable range."

Example (This Month view): Your monthly goal is $10,000. You've sold $9,200—that's 92% of target (within 10% tolerance) → On Track

Behind (Orange Badge)

You're more than 10% below your goal but have made some progress.

What it means: "I need to accelerate—I'm falling short of my target."

Example (This Month view): Your monthly goal is $10,000. You've sold $6,500—that's 65% of target (more than 10% short) → Behind

At Risk (Red Badge)

You have zero progress toward this goal—no sales activity in this category for the selected period.

What it means: "I haven't started working on this goal yet—immediate action needed."

Example: Your monthly goal is $10,000. You've sold $0 in this category this month → At Risk

How the Donut Gauges Work

Each donut gauge visualizes your progress:

Center Number: Your actual achievement (dollars or count) for the period so far
Filled Arc: Visual representation of progress toward your goal
Status Badge: Color-coded indicator (Ahead/On Track/Behind/At Risk)
"Goal: $X" Label: Your target for the selected period

How Goals Are Calculated: For "This Month," the widget compares your actual achievement against your full monthly goal. For "This Week," it uses your monthly goal divided by 4. The status badges reflect whether you're meeting this target, regardless of which day of the period you're viewing.

Agent vs Agency Views

My Goals Summary (Agent View)

Shows: Only YOUR personal monthly goals and your actual performance
Who uses it: Individual agents tracking their own monthly targets
Use case: "Am I on pace to hit my personal goals this month?"
Goal source: Goals set in your Profile page under Personal Goals section

Agency Goals Summary (Agency View)

Shows: Agency-wide monthly goals aggregated across ALL agents
Who uses it: Agency owners, managers, users with agency-level permissions
Use case: "Is the team on track to hit our monthly agency targets?"
Goal source: Agency goals set by administrators in Agency Settings

Using the Widget Controls

Period Selector (Dropdown)

Choose your time range:

This Week: Shows progress toward weekly target (monthly goal ÷ 4)
This Month (Default): Shows progress toward your full monthly goal
This Quarter: Shows progress toward quarterly target (sum of 3 monthly goals)
Year to Date: Shows progress toward year-to-date target (sum of monthly goals from January to current month)

Most Common Setting: Most users keep the default "This Month" setting since goals are typically set on a monthly basis. Weekly and quarterly views are available for organizations that prefer different goal-setting cycles.

Common Use Cases

1. Daily Performance Check-In

Question: "Where do I stand on my monthly goals right now?"

How to use:

Check the widget first thing each morning
Identify which goals show "Behind" or "At Risk" status
Prioritize activities that move those metrics forward
Celebrate "Ahead" and "On Track" categories to maintain momentum

2. Mid-Month Course Correction

Question: "Am I falling behind? Do I need to adjust my strategy?"

How to use:

On the 15th, review all four gauges
If multiple categories show "Behind," consider increasing activity levels
If renewals are "At Risk," prioritize follow-up calls with expiring policies
If new business is "Behind," focus on pipeline conversion activities

3. Team Performance Monitoring (Agency View)

Question: "Is the team on track collectively? Where do we need support?"

How to use:

Review the Agency Goals Summary daily
Identify team-wide shortfalls (e.g., renewals "Behind" across the board)
Implement targeted coaching or campaigns to address weak areas
Compare agency performance to individual agent metrics to spot outliers

4. End-of-Month Forecasting

Question: "Will I hit my goals by month-end? What's my projected shortfall?"

How to use:

On day 25, check your status across all four goals
Calculate the gap: (Full monthly goal × remaining days ÷ total days) - current achievement
Example: $10k goal, day 25 of 30, achieved $7k → Need $3k more, but prorated target is $8.3k → You're $1.3k behind pace
Focus remaining days on closing the largest gaps

Understanding the Numbers

What Gets Counted?

New Business Premium & Commission:

New policies issued during the selected period
Based on policy effective date (not creation date)
Includes all new business transaction types

Renewal Premium & Commission:

Renewed policies during the selected period
Based on renewal effective date
Includes all renewal transaction types

When Data Updates

Goals data refreshes overnight—today's sales will appear in tomorrow's widget. Your status badges are calculated each time you view the widget based on your current achievement compared to your goal for the selected period.

Setting Your Goals

Agent Goals: Individual agents can set their own monthly goals by visiting My Profile → Sales Goals—but only if their manager hasn't locked them. If your manager/admin has set goals for you, those fields will be locked and you won't be able to change them for that month. Enter target amounts for New Business Premium, New Business Commission, Renewal Premium, and Renewal Commission. Goals default to $0 if not set. For step-by-step instructions, see Setting Personal Sales Goals.

Agency Goals & Manager Controls: Agency-level goals are set by administrators in My Profile → Sales Goals → Agency Goals section (visible only to agency owners/admins). Managers can also set individual agent goals and lock them to prevent agents from changing their targets mid-month. When a manager sets an agent's goals, the agent will see those goals in their widget but cannot modify them. For complete instructions, see Setting Personal Sales Goals.

Troubleshooting Common Issues

Widget Shows "At Risk" for All Goals

Cause: No goals have been set for this period.

Solution:

Agent View: Go to My Profile → Sales Goals and set your monthly targets (if not locked by manager). If your goals are locked, contact your manager to update them.
Agency View: Ask your administrator to set agency-wide goals in My Profile → Sales Goals → Agency Goals section

Status Seems Wrong (Shows "Behind" But Numbers Look Good)

Cause: Remember, for "This Month" view, status reflects progress against your full monthly goal, not a prorated target.

Example: If your monthly goal is $10,000 and you've achieved $6,000 by mid-month, you're at 60% of goal—which shows as "Behind" because you haven't reached the full $10,000 yet (you're more than 10% short of the target).

Numbers Don't Match Reports

Possible reasons:

Date Range Differences: Dashboard uses policy effective dates; some reports use creation dates
Data Lag: Dashboard updates overnight; reports may show real-time data
Filtered Reports: Reports may have filters (office, carrier, product) that Dashboard doesn't apply

Period Selector Doesn't Change Data

Cause: You may not have goals set for other periods (weekly, quarterly).

Solution: The widget only displays meaningful data for periods where goals are configured. Most users keep the default "This Month" setting.

Best Practices

For Individual Agents:

Set Realistic Goals: Base monthly targets on historical performance + stretch (10-20% growth)
Daily Check-Ins: Review your Goals Summary every morning to maintain focus
Balance Your Portfolio: Don't neglect renewals while chasing new business (or vice versa)
Mid-Month Review: On the 15th, assess which categories need urgent attention
Document Progress: When you hit "Ahead" status, note what activities drove success

For Agency Managers:

Set Team Goals Collaboratively: Involve agents in setting realistic targets
Monitor Trends: Watch for team-wide patterns (e.g., all agents "Behind" on renewals)
Coaching Opportunities: Use "Behind" and "At Risk" statuses to trigger coaching sessions
Celebrate Wins: Recognize agents with "Ahead" status publicly
Adjust When Needed: If external factors change (market conditions), update goals accordingly

Related Widgets for Deeper Insights

Goals Summary widgets work best when combined with other dashboard widgets for comprehensive performance insights. Consider adding:

Performance Metrics Cards: See detailed breakdowns of premium, commissions, and policy counts
Sales Volume Charts: Visualize your new business vs renewal trends over time
Commission Earnings Charts: Track how commission dollars accumulate throughout the month
Pipeline Tracking: Monitor whether your prospects are converting at expected values

Frequently Asked Questions

Yes, agents can update their personal goals anytime—unless a manager/administrator has locked them. If your goals are set and locked by management, you'll see them displayed in the widget but won't be able to modify them. Unlocked goals can be changed anytime, but changing goals mid-month may affect historical tracking—consider setting new goals at the start of the next month instead.

If a goal is set to $0 or left blank, that gauge will show "At Risk" status regardless of your actual achievement. Set a goal value (even a small one) if you want meaningful status tracking for that category.

Your status shouldn't change if your sales numbers stay the same—the widget compares your actual achievement against a fixed goal for the selected period. If you're seeing unexpected status changes, verify which period is selected (This Week, This Month, etc.) as switching periods changes the target amount you're measured against.

The Goals Summary widget shows current period only. For historical performance analysis, use the Performance Metrics Cards or run commission/sales reports filtered by date range. Consider taking monthly screenshots of your Goals Summary on the last day of each month to track progress over time.

Premium goals track the total insurance premium dollars you write (what customers pay for coverage). Commission goals track the money you earn from those policies. You might hit your premium goal but miss your commission goal if you wrote lower-commission products, or vice versa if you focused on high-commission lines.

Pro Tip: Use Goals Summary as your "dashboard within the Dashboard"—it's the fastest way to answer "How am I doing?" without digging into detailed reports. Pair it with Performance Metrics Cards for the complete story: Goals Summary tells you if you're on track, Metrics Cards show you exactly where you stand.