How to Update Existing Goal Plans

FrontRunner gives you the ultimate flexibility to create activity goals and assign them to individual team members or your entire agency. 

Before you update a goal plan, ensure the tracking items you want to use have already been created. Click HERE for steps on how to add/remove tracking items.

HOW TO ADD A TRACKING ITEM TO YOUR EXISTING GOAL PLAN:

1. Go Agency Setup (top right corner).
2. Click on Step 2: Management Options.
3. Scroll down to the Agency Tracking section.
4. Under Goal Plans, select the plan you want to modify by clicking the orange edit icon. This will open the goal plan.
   
5. In the new window, you can add, remove, or rearrange the tracking items, as well as modify the goal for each item. To add a new tracking item to the goal plan, select Add Tracking Item:
   
6. A new box will appear where you can select the tracking item from a drop-down:
   
   
7. Set your daily, weekly, or monthly goal (depending on the goal plan you are editing). If there is no goal and you are simply tracking this item, enter "1" for the goal.
8. Repeat these steps to add other tracking items, if desired.
9. Click the orange Save icon when finished.

PLEASE NOTE: You must manually complete the steps above for each goal plan. For example, if you modify your Sales Daily goal plan, the system will not automatically update the Sales Weekly goal plan. 

What is the Agency Goal Plan?

Your Agency Goal Plan(s) are a compilation of all activities completed by all team members. For example, if you have five Team Members with a goal of 100 calls per day, the daily goal for calls for Agency would be 500. Every time time a Team Member logs a call, it will reflect in the agency goals, as well. 

Please note: FrontRunner does NOT automatically update the Weekly and Monthly Goal Plans when the Daily Goal Plan is updated. ALL Activity Goal Plans must be manually updated to reflect any new changes.

Here is a helpful video that covers this topic: 

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!