Setting Personal Sales Goals

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.

What You'll Learn: This article explains how to set monthly sales goals for tracking performance in the Dashboard Goals Summary widgets. Whether you're an agent setting your own targets, or a manager setting goals for your team, this guide covers all methods for configuring sales goals.

Sales goals help you track monthly performance across four key categories: New Business Premium, New Business Commission, Renewal Premium, and Renewal Commission. Once set, these goals appear in your Dashboard widgets with real-time progress tracking and status indicators.

Who Can Set Goals?

Agents: Can set their own personal monthly goals (unless locked by a manager)
Managers/Admins: Can set and lock goals for individual agents
Agency Owner: Can set agency-wide goals (only visible to owner and admins)

Key Concept: When a manager sets and locks an agent's goals, the agent can see those goals in their Dashboard widgets but cannot modify them. This ensures consistent targets throughout the month.

For Agents: Setting Your Own Goals

If your manager hasn't locked your goals, you can set your own monthly targets:

Step 1: Navigate to Sales Goals

Click your Profile icon in the top-right corner
Select My Profile
Click the Sales Goals tab

Step 2: Select the Month

Use the month selector at the top to choose which month you're setting goals for:

Click on any month name (Jan, Feb, Mar, etc.)
Use the year selector (2026) and navigation arrows to change years
Past months may appear locked if goals have already been finalized
The currently selected month is highlighted in purple

Step 3: Enter Your Goals

Enter target amounts for each of the four goal categories:

New Business Premium Goal: Target premium from new policies you aim to sell
New Business Commission Goal: Target commission you aim to earn from new business
Renewal Premium Goal: Target premium from policies you aim to renew
Renewal Commission Goal: Target commission you aim to earn from renewals

Pro Tip: Use the Copy from Last Month button to quickly replicate previous month's goals. This is helpful if your targets stay consistent month-to-month.

Step 4: Save Your Goals

Click the purple Save button in the bottom-right corner. Your goals will now appear in your Dashboard Goals Summary widget.

Important: Locked Goals If you see grayed-out fields that you cannot edit, your manager has locked your goals for this month. Contact your manager if you need goals adjusted.

For Agency Owner: Setting Agency Goals

Agency-level goals represent your entire agency's monthly targets. Only the Agency Owner can set these goals. They are visible to the owner and administrators, but not to individual agents.

How to Set Agency Goals

Navigate to My Profile → Sales Goals (same page as personal goals)
Scroll down past "My Personal Goals" section
You'll see the Agency Goals section below
Use the month selector to choose which month
Enter target amounts for the same four categories
Click Save to apply agency-wide goals

Who Sees Agency Goals? Agency goals appear in the Agency Goals Summary Dashboard widget, which is only visible to users with agency-level permissions. Individual agents do not see agency-wide goals.

For Managers/Admins: Setting Individual Agent Goals

Managers and administrators can set goals for individual agents. This is useful for enforcing consistent targets across your team or preventing agents from changing goals mid-month.

Method 1: Set Goals from the Users List

Step 1: Navigate to the Users List

Go to ADMINISTRATION (left sidebar)
Click General
Select Users

Step 2: Open the Set Goals Modal

Find the agent in the list
Click the gear icon (⚙) next to their name
Select Set Goals from the dropdown menu
A modal window opens titled "Set Goals - [Agent Name]"

Step 3: Configure Goals

Use the month/year selector to choose the target month
Enter goal amounts for all four categories
Optionally use Copy from Last Month to replicate previous targets
Click Save to lock these goals for the agent
Click Close to exit without saving

Lock Behavior: When you set goals for an agent as a manager, those goals are automatically locked. The agent will see these goals in their Dashboard but cannot modify them. If you want to allow the agent to adjust their own goals, clear the fields and save (sets to $0), then the agent can enter their own targets.

Method 2: Set Goals from Agent Details Page

Step 1: Navigate to Agent Details

Go to ADMINISTRATION → General → Users
Click on the agent's name to open their details page
Scroll down to find the Sales Goals section

Step 2: Expand and Set Goals

Look for the collapsible section labeled Sales Goals with a purple + button
Click the + button to expand the section
You'll see the same goals interface shown earlier in this article: month/year selector, four goal fields, and Copy/Save buttons
Enter goal amounts for each category
Click Save to lock goals for this agent

When to Use Which Method: The Users List method (modal) is faster for quickly setting goals across multiple agents. The Agent Details method is better when you're already reviewing an agent's profile or need to see other agent information while setting goals.

Understanding the Interface

Month Selector

Click any month name (Jan, Feb, Mar, etc.) to select that month
Purple highlight indicates the currently selected month
Past months may appear locked if finalized

Year Navigation

Current year displays in a purple box (e.g., "2026")
Use < and > arrows to navigate between years
Useful for setting goals in advance or reviewing historical goals

Copy from Last Month Button

Automatically fills all four goal fields with values from the previous month
Saves time when your targets remain consistent
You can still edit individual fields after copying
If last month had no goals ($0), this button copies zeros

Save Button

Located in the bottom-right corner (purple)
Must be clicked to apply changes—navigating away without saving will lose your edits
When managers save goals for agents, those goals become locked

Common Use Cases

1. New Agent Onboarding

Scenario: A new agent joins mid-year and needs goals set starting from their hire month.

How to do it:

Manager navigates to ADMINISTRATION → General → Users
Finds the new agent and clicks gear icon → Set Goals
Selects the hire month (e.g., March 2026)
Enters starter goals appropriate for a new agent
Clicks Save, then repeats for subsequent months (April, May, etc.)

2. Mid-Month Goal Adjustment (Manager Override)

Scenario: An agent set unrealistic goals. Manager needs to adjust them mid-month.

How to do it:

Manager goes to the agent's details page
Expands the Sales Goals section
Selects the current month
Adjusts goal values to realistic targets
Clicks Save (this locks the goals from further agent edits)

3. Seasonal Goal Planning

Scenario: Agency expects higher sales in Q4. Owner wants to set agency-wide goals in advance.

How to do it:

Owner navigates to My Profile → Sales Goals
Scrolls to Agency Goals section
Uses month selector to choose October 2026
Enters elevated targets for Q4 performance
Clicks Save, then repeats for November and December

4. Consistent Targets Across Team

Scenario: Manager wants all agents to have the same baseline monthly goals.

How to do it:

Manager goes to ADMINISTRATION → General → Users
For each agent, clicks gear icon → Set Goals
Enters the same target amounts for all agents
Uses Copy from Last Month to speed up the process after setting the first agent's goals
This ensures team-wide consistency and prevents individual agents from lowering their targets

Troubleshooting Common Issues

I Can't Edit My Goals (Fields Are Grayed Out)

Cause: Your manager has locked your goals for this month.

Solution: Contact your manager or administrator if you believe the goals need adjustment. Only they can modify locked goals.

Copy from Last Month Doesn't Work

Possible reasons:

No goals set last month: If the previous month had no goals ($0), the button copies zeros. Enter goals manually.
Locked fields: If your goals are locked, the button is disabled.
First month: If you're setting January goals and December of last year had no data, the button has nothing to copy.

Goals Don't Appear in Dashboard Widget

Cause: You may not have saved your goals, or you're viewing the wrong month in the widget.

Solution:

Verify you clicked Save after entering goals
Check the period selector in the Goals Summary widget—ensure it's set to This Month
Dashboard data refreshes overnight, so today's goal changes appear tomorrow

I Set Agency Goals But Agents Can See Them

Cause: This is not actually possible—agency goals are permission-restricted.

Clarification: Agency goals only appear in the Agency Goals Summary widget, which is visible only to users with agency-level permissions. If an agent is seeing goals, they're viewing their own personal goals, not agency goals. Verify which widget they're looking at.

Month Selector Shows Locked Months

Cause: Past months are typically locked to prevent retroactive goal changes.

Solution: Focus on setting goals for the current month and future months. If you need to adjust historical goals for reporting purposes, contact your system administrator.

Best Practices

For Agents:

Set Realistic Goals: Base targets on your historical performance + 10-20% stretch
Review Last Month's Results: Before copying goals, check if last month's targets were appropriate
Set Goals Early: Enter next month's goals by the 25th of the current month so you start tracking immediately
Balance Your Portfolio: Don't set $0 for renewals just because you're focused on new business—balanced goals drive balanced effort
Communicate with Your Manager: If your manager locks goals you disagree with, discuss target-setting expectations

For Managers/Admins:

Set Goals Collaboratively: Discuss targets with agents before locking them—buy-in improves performance
Use Data to Inform Targets: Review agent historical performance before setting goals (don't guess)
Lock Strategically: Don't lock goals unless necessary—self-set goals often drive better ownership
Set Goals in Advance: Use the year navigator to set Q1, Q2, Q3, Q4 goals early in the year
Document Your Process: Establish clear guidelines for when/why goals are locked (e.g., "goals locked after the 5th of the month")
Agency Goals Should Be Ambitious: Agency-wide targets should challenge the team collectively, not just sum individual goals

Related Resources

Once you've set your goals, track your progress with these Dashboard widgets:

Goals Summary Widgets: Real-time progress tracking with visual gauges and status indicators (Ahead/On Track/Behind/At Risk)
Performance Metrics Cards: See detailed breakdowns of premium, commissions, and policy counts
Sales Volume Charts: Visualize your new business vs renewal trends over time

Frequently Asked Questions

Yes, if your goals are not locked by a manager, you can change them anytime by navigating to My Profile → Sales Goals. However, changing goals mid-month may affect historical tracking and make month-over-month comparisons less meaningful. Best practice: Set goals at the start of the month and stick with them.

If you don't set goals (or they remain at $0), the Goals Summary widget will show "At Risk" status for all categories regardless of your actual sales performance. Setting even modest goals provides meaningful progress tracking and status indicators.

No. Agency goals are only visible to users with agency-level permissions (owners, administrators). The Agency Goals Summary widget does not appear on agent dashboards. Agents only see their own personal goals in the My Goals Summary widget.

As a manager/admin, navigate to ADMINISTRATION → General → Users, click the agent's gear icon → Set Goals, then clear all goal fields (set to blank or $0) and click Save. This unlocks the goals, allowing the agent to set their own targets. Alternatively, simply set new goals as needed—there's no explicit "unlock" button.

Past months are typically locked to prevent retroactive goal changes after performance has already been measured. You can view historical goals by selecting past months, but editing may be disabled. Focus on setting goals for the current month and future months.

No, you can set goals for only the categories that matter to you. If you leave a category at $0, that gauge will show "At Risk" status in the Dashboard widget. However, setting goals for all four categories provides the most comprehensive performance tracking and encourages balanced sales activity.

Ready to Track Your Progress? After setting your goals, visit your Dashboard to see your Goals Summary widgets in action. Your progress updates overnight as sales data is processed.