Tracking Sales

This training will show you how to: Review Sales Team Goals/Members Review Sales Report Review Opportunity report Review Hit Ratio Review Dashboards

Set Yourself Up for Success in 2021

Setting goals for 2021

The new year brings new goals, and it’s safe to assume that most of us are looking for a more prosperous turnout than what 2020 left us with. One way to measure your success and track your forward progress is by setting goals for your independent agency, but not just any goals. SMART goals are … Read more