Sales Goals & Scoreboard

Set a revenue target — for the whole agency or per advisor — and the Agent Scoreboard turns it into a visual race. Owners and admins see a progress ring at the top of the dashboard, a per-agent goal column on the leaderboard, and a share-of-sales pie chart so every advisor can see exactly where they rank.

This is the screen your team will check in the morning.

What's on the Scoreboard

Go to Agency Hub → Admin Overview → Agent Scoreboard. You'll see:

Agency Goal Ring

A progress gauge showing where the team is against the agency-wide revenue target for the current period. Colors shift as you climb: blue under 75%, amber 75–99%, emerald at 100% and up.

If no goal is set, the card invites you to add one with a single click.

Highlight Cards

Three cards across the top:

• Top Agent — most bookings this period
• Rising Star — most-improved booking count vs. the prior period (great for new hires)
• Revenue Leader — highest booking revenue, regardless of count

Share of Sales (Pie Chart)

The top five advisors by revenue, each as their own labeled slice. Everyone else is bucketed into "Others." Hover any slice for exact dollars and percentage.

Being named on the pie chart is a quiet status symbol — many agencies use it that way. Teams that don't visualize this miss out on the motivation.

Agent Leaderboard

Every advisor on the team, ranked by bookings, with columns for:

• Bookings — count this period
• Revenue — total booked
• Commission — agent's expected commission earned
• Goal — % to their individual target, with a colored progress bar
• Trips — active trip count
• Trend — change vs. prior period

Advisors with zero bookings this period drop into a quiet "Other team members" list at the bottom — the leaderboard stays focused on who's currently producing.

Period Toggle

Switch between This Month / This Quarter / This Year. The ring, leaderboard, and pie all refresh.

Setting Goals

Set the Agency Goal

On the Agent Scoreboard, click Set agency goal (or Edit goals if one is already set) in the top-right of the Agency Goal card. A dialog opens:

• Who: Whole agency
• Period: This Month / This Quarter / This Year
• Target revenue (USD): the number you're chasing

Save and the ring lights up. Clear the goal any time with Clear goal.

Set Per-Agent Goals

Two ways to set individual goals:

1. From the Scoreboard dialog. Open the same "Set agency goal" dialog and switch the Who field to a specific advisor.

2. From the team list. Go to Settings → Advisors. Each row has a Goal column with a Set button — click it to open the dialog with that advisor pre-selected. This is the fastest way to set goals for the whole team in one sitting.

Each advisor's progress appears as a horizontal bar on the leaderboard's Goal column.

Tip: Period and target are independent per person. You can give your top closer a $50K monthly goal and a new hire a $10K monthly goal, both running simultaneously. Set quarterly or annual targets separately when you want different cadences.

Who Sees What

• Owners and Admins — set goals, see the ring, see all per-agent goals.
• Agents — see the Agency Hub but not Admin Overview. They see their own goal progress on their personal dashboard widgets (where applicable). They don't see other advisors' targets.
• Support Staff — Admin Overview is hidden, so they don't see the scoreboard at all (see Roles & Permissions).

How Progress Is Calculated

Progress is booked revenue this period, summing the total_price of bookings whose booking_date falls inside the selected window. We don't wait for the trip to actually travel — booked counts.

If you want to track travel-date sales instead (for contests scoped to peak travel season), use the Reports → Agency Ops → Sales by Agent by Travel Date report which aggregates by trip start date.

YTD Chips on the Agency Overview

Separate from the scoreboard, the Agency Overview tab shows commission tiles for Received This Month, Expected From Suppliers, Agent Payables, and Agency Revenue. Each tile now carries a small YTD chip showing year-to-date totals — so you see "month is at $957 · YTD $21,829" at a glance, without changing the period selector.

Tips

1. Pick a goal you'd actually share out loud. Goal numbers show up on the leaderboard. Aspirational targets that nobody will hit kill morale — set something that stretches the team without breaking them.
2. Set quarterly goals over monthly when sales cycles are long. Cruise-heavy agencies often book bursts ahead of wave season; a monthly view misses the rhythm.
3. Revisit per-agent goals when someone moves up. A new hire's goal at $5K/mo shouldn't follow them once they're closing $40K. Update at contract renewal time.
4. Recognition compounds. When someone shows up on the pie chart for the first time, mention it on the Agency Hub feed. Visibility is half the reward.

FAQ

Can agents set their own goals? Not today. Goals are an owner/admin concept so the scoreboard stays consistent across the team. If agents want personal targets, they can track them outside JourneyFuse or ask their admin to add them.

Does the goal ring count canceled bookings? No — canceled bookings drop out of the booked-revenue total, same as elsewhere in the app.

What if a trip's booking date is in May but it actually travels in December? The scoreboard counts it in May (booked revenue). For the December view, use the travel-date report mentioned above.

Can I see goal progress over time? The current view is point-in-time per period. A historical "did we hit our March goal" view is on the roadmap — let us know if it's blocking you.