Last updated September 1, 2026
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.
Go to Agency Hub → Admin Overview → Agent Scoreboard. You'll see:
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.
Three cards across the top:
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.
Every advisor on the team, ranked by bookings, with columns for:
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.
Switch between This Month / This Quarter / This Year. The ring, leaderboard, and pie all refresh.
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:
Save and the ring lights up. Clear the goal any time with Clear goal.
The commission target is optional. Leave it blank to track sales only, and the commission bars simply read "No goal set" instead of sitting at 0% forever.
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.
Goals also live on the main dashboard, so you see them the moment you log in rather than having to open a tab.
Sales & Commission Goals is a full-width widget with four tiles:
Viewing your own goals rather than the agency's, those two tiles read MTD / YTD Commission Earned and show your share after the split. Agency-wide they show the gross commission accrued on the period's bookings, which is the same basis the Reports → Revenue tab uses agency-wide.
Each tile shows the number, the target, a progress bar, and percent to goal.
A percentage on its own can flatter you. Sixty percent of a monthly goal sounds healthy, but on the 23rd of a 31-day month it means you are behind with a week to go.
So every bar carries a pace marker: a thin vertical line at the point in the bar matching how much of the period has already elapsed. Under the bar you get both numbers, for example 60% of goal · 74% of period gone.
Colors are judged against that marker rather than a fixed scale:
The same 60% reads green early in the month and red at the end of it, which is the point.
Under each tile, when there is a prior year to compare against, you get growth against the same window last year, to the same day — so a figure you check on July 23rd compares 23 days to 23 days, never 23 days against a full month.
It shows as +95% vs last year ($400.0k), green when you are up and red when you are down. Agencies in their first year on JourneyFuse have no baseline, so the line is hidden rather than showing a meaningless percentage.
Year-over-year is not shown for commission received. That number moves with when suppliers choose to pay, so a swing in it usually reports remittance timing rather than how the business is doing.
Below the tiles sits a Commission received strip with MTD and YTD figures.
These are deliberately two different numbers, and the distinction matters at payout time:
A healthy month can show a large earned figure and a small received figure simply because suppliers pay after travel. Pay advisors off received, never off earned. See Commission Reconciliation.
Every month-to-date and year-to-date figure — the dashboard ring, the scoreboard, the leaderboard — dates a booking by its Date Booked. When that field is blank (it is optional, and most imports never fill it), the booking is dated to the day it was entered, on your agency's calendar.
That last part matters more than it sounds. A booking entered at 8:30pm is still an 8:30pm booking in your office, and it is counted on that day — not on whatever day it already is in London. On the last evening of a month that is the difference between a sale closing your August and opening your September.
Set the calendar under Settings → Agency & Branding → Defaults → Agency Timezone. Until you choose one, the platform uses US Eastern, and the goals card says so with a link to the setting. Changing it re-dates any booking without an explicit Date Booked; bookings where an advisor typed a date are never reinterpreted.
Tip: If a sale from last night is showing in the wrong month, check the timezone before checking the booking. An agency in Mountain or Pacific time left on the Eastern default will see anything entered after 10pm or 9pm respectively slide a day.
The widget follows the My View / Agency toggle:
Not every agency runs on goals. Two independent levers:
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.
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.
Where does the commission number on the dashboard come from? Earned commission is the commission recorded against the bookings written in that window, so sales and commission always describe the same set of bookings. Received is summed by the date each commission payment was marked received, which is why it can cover bookings from a prior year.
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.
My bar is green at 40% of goal. Is that right? Yes, if only 40% of the period has gone by. Bars are colored against pace, not against a fixed scale, so early in a month a low percentage that is keeping up shows green. The pace marker on the bar tells you where you would need to be today.
Why does one tile show a year-over-year figure and another doesn't? The comparison is hidden whenever last year's number for that window is zero, since there is no baseline to grow from. That is normal for an agency in its first year on JourneyFuse, and for a tile whose bookings had no commission recorded last year.
Does the goal ring count canceled bookings? No — canceled bookings drop out of the booked-revenue total, same as elsewhere in the app.
Does it count quotes? No. A booking whose status is Not booked — a proposal option the client hasn't chosen yet, or a supplier quote you saved through the importer's quote mode — is not a sale until you mark it booked on the trip. The card tells you how many quotes it left out and what they add up to, so a big proposal doesn't quietly inflate your progress before the client says yes. Bookings marked Pending (booked, no confirmation number yet) still count.
What about a booking priced in another currency? Your sales figure is in your agency's default currency (Settings → Agency & Branding → Defaults → Default Currency, or Settings → My Business for a solo advisor). A booking priced in a different currency can't be added to it — there is no exchange rate to convert with — so it is left out and the card says how many bookings that affected. If the booking was really in your currency and just labelled wrong, change the currency on the booking and it will count.
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.
This is part of JourneyFuse’s host agency software: advisor workspaces, commission splits and agency-wide visibility.
Owner, Admin, Agent, and Support Staff — pick the right role so your team has the access they need without seeing what they shouldn't.
Bring your TESS export into JourneyFuse. Drag-drop the .xlsx, preview what comes over per sheet, then confirm — nothing imports until you say so.
Understand how commissions work for solo agents, agents in a JourneyFuse agency, and admins or owners.