Set goals for each person
Updated
Give each team member their own goals, apart from the office's.
3 minutes · Owner
1
Open Settings and choose the Goals tab.
2
Open Individual Goals. The Team goals table has a line for each person and a column for each product line.
3
Use the switches above the table to see Production, Premium, Quotes or Activities.
4
Click a name, or Details ›, to open that person's card.
5
Press Edit on their card and type their goals. What you type saves by itself.
6
Press Done.
Set the whole team at once
1
On the Team goals table, press Fill goals for the team.
2
Under How, choose Each person's own history, Team average or Split the office goal evenly.
3
Check the numbers, then press the button at the bottom. It reads Set goals for 4 people, with your count.
- To take someone off goals, open the menu at the end of their line and choose Take off goals. + Add puts them back.
- Hover a number on the Team total line to see the Office goal and the Difference.
Frequently Asked Questions
Do the team's goals have to add up to the office goal?
No. They are separate numbers, and nothing checks one against the other. Home measures against the office's goals.