Product Ideas Portal
Ability to set goals for:
recruiting: appointments, hires, TTM $ production recruited
Retention: attrition and net growth
The activity report and the activity report CSV export will be updated to show performance against goals
Ability to see a roll up view for accounts in an organization
Include performance against goal in daily recruiting and retention agenda emails
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Jobs To Be Done
I want to set goals so I can track them for my organization around activity and results for growing my brokerage |
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Pain
I currently need to export the activity report to a spreadsheet to manage activity and results vs. goals |