Activity Log & Goals

Every goal Agency Edge can hold, how a yearly number becomes months, goals from history, goals per person, activity goals, and what pace means.

How Home works out pace and the month-end projection, each form of the goal sentence, and what the highlighted win card and its chips can show.

Set up the activities your team logs, assign each one to the people who log it, then log, correct and review entries from Log Activity.

How Agency Edge divides the policies you wrote by the quotes your team logged, where each conversion figure appears, and what it shows with no quotes.

Type households, policy count, book premium and the month's auto and fire gain in the Data window, and see where Book and your goals use them.

The single most important metric for agency health — what net gain/loss means, why you can't out-sell a retention problem, and where to track it.

Every metric in Agency Edge in one place — production, pace, projection, conversion, ROI, CPA, commission, and more. Bookmark this and come back whenever you need a refresher.

The formula behind Agency Edge's year-end projections, why they change month to month, and how to turn a "behind" number into a monthly target your team can hit.