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Create a target

Learn how to create and set a target for agents and teams

Updated over 2 months ago

Click the 🔽 below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.

Web browser 💻

1. From the sidebar, open Office settings.

2. Go to the Targets tab.

3. Click Create target (or the + Add button in the top-right corner) to set targets.

4. Only agents without a target will be listed. Select one to set a target.

5. Enter your target GCI for the year.

6. Once finalised, click Create to apply changes.

iOS/Android mobile app📱

1. Open the Office tab at the bottom of the screen.

2. Head to the Targets tab.

3. Tap + Add in the top-right corner to set a target for the agent.

4. Choose an agent to assign a target. Only agents without targets will be listed.

5. Set your target GCI for the year.

6. Tap Create to save targets.

💡Tip: If you’re already in the dashboard, you can go to the Agents tab, tap or click Set target, then follow steps 3 to 5.

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