Team Goals

Agency goals are the targets your whole team works toward. They show up for everyone and feed the leaderboards and progress views. Setting them is available to agency admins.

Edit goals for the agency

1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
2. Go to Agency Settings
3. Click Goals
4. For each goal, set a target, a type (a number or a dollar amount), and a time frame (per day, per week, per month, or per year)
5. To add your own, click Add Goal and give it a name. To remove one you added, click the X next to it
6. Use the toggle to turn a goal on or off for the team
7. Click Save when finished

Quotamation includes a set of default goals you can turn on and set targets for, and you can add custom goals of your own on top of those.

See how everyone is doing

Once your goals are set, head to the Goals section in the left menu to track progress for the whole team. See Tracking Progress for the full rundown.