Sonar

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1. Go to Office settings in the sidebar

3. Select the agent or team to assign a target

4. Click Set a budget target or Set a stretch target

5. Click the Edit icon at the top-right corner to enter the annual GCI target

6. Enter the annual GCI target or adjust performance assumptions if needed

7. Click Save changes once finalised

2. Tap the Office settings (⚙️) icon at the top-right corner of the screen

4. Choose the agent or team to assign a target

5. Tap Set a budget target or Set a stretch target

6. Tap the Edit icon at the top-right corner to enter the annual GCI target

7. Enter the annual GCI target or adjust performance assumptions if needed

8. Tap Save changes once finalised

Learn how to set budget and stretch targets for agents and teams

Create a target

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Create a target

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