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Setting Goals Using the Goal Calculator

Our goal calculator not only helps you create monthly and yearly goals, but it copies those goals directly to the Goals screen in Sisu so you don't have to manually enter them. Watch the short video below to understand how to use the goal calculator in Sisu to set your goals.

Make sure you calculate goals for the following:

  • Yearly goals for each agent

  • Monthly goals for each agent

  • Yearly goals for the team

  • Monthly goals for the team

Important Note Regarding Team Goals

Team goals shouldn't simply be a summation of the agents' goals. While the team should take into consideration each individual agent’s goals, it shouldn’t only consider them. So, for instance, a team will often set a higher goal than the sum of the agents’ goals, which will remind the team owner that in order to hit that goal, they need to bring on additional agents or expand to another location. So, while the agents' goals definitely factor into the team's goals, they shouldn't be the only consideration.

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.

Understanding the Goals Screen

You can find the Goals screen, which is where all your goals are saved in Sisu, by going to Account > Goals. This video walks you through different parts of the Goals screen and helps you understand how to use it.

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.

How Does the Goals Screen Affect Your Dashboard?

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.



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