How to Create a New Goal Plan

FrontRunner allows you to create and track customized activities for your team. Once your activities have been created, the next step is to create a Goal Plan. You can create goal plans for each individual Team Member or the entire team- the choice is yours!

How to Create a New Goal Plan:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. Scroll down to the Agency Tracking section
4. Under Goal Plans, click on New Goal Plan.
5. Name your goal plan (for example, John Daily, Sales Daily, Service Daily, etc.)
6. Click on the Add Tracking Item button and begin selecting the activities from the drop-down menu. (If you do not see the tracking item you want, click HERE.)
7. Set the daily goal for each activity by manually entering the goal or using the up/down toggle.
8. Continue clicking on Add Tracking Item until you have added all the activities you want to track within that particular goal plan.
9. When your goal plan is complete, click the orange Save icon.

To Create a WEEKLY Goal Plan:

1. After creating the Daily Goal Plan, click the Copy/Duplicate icon (solid orange square) next to the Daily Goal Plan. 
2. Rename the plan (for example, John Weekly or Sales Weekly).
3. Change the multiplier to 5 and click Save to have the system automatically calculate the weekly goals for that plan. 

To Create a MONTHLY Goal Plan:

1. After creating the Daily Goal Plan, click the Copy/Duplicate icon (solid orange square) next to the Daily Goal Plan. 
2. Rename the plan (for example, John Monthly or Sales Monthly).
3. Change the multiplier to 20 and click Save to have the system automatically calculate the monthly goals for that plan.

OR

You can also create a weekly and/or monthly Goal Plan by following the same steps to create a new goal plan and calculate/enter the daily, weekly, and monthly goals manually, instead of using the duplicate/multiplier feature.

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!