Overview
The goals section in our platform serves as a valuable tool to configure outreach goals for each individual ISA on your team. By setting goals for your ISAs, you can gain valuable insights into their performance and identify areas for improvement. This feature allows you to track and measure the effectiveness of your team's outreach efforts, ensuring that you can quickly gauge their progress and make any necessary adjustments. Setting goals for your ISAs is an essential step in optimizing their performance and maximizing their potential.
How to Set/Update Goals
To edit or update Goals, hover over your profile avatar in the top right hand corner of your screen in MaverickRE and select Preferences. Next, select Goals.
Next, begin entering a number value under each corresponding column.
Now that you have added/updated each ISA's goals you will want to head on over to the ISA Dashboard tab located under ISA Reporting on your navigation panel. For more information on the ISA Dashboard and the insights it provides, please visit this article.