InsuredMine CRM | Optimize and Grow Your Insurance Agency

My Goals: Dashboard

This widget is provided to track the goals set & status for the selected month. You can view the goals of agents and the goals that are set for you too. Select the pipeline and the month-year for which you want to view the goal graph. The goal is displayed based on value, the number of deals, and expected revenue. The green sign indicates accomplished and the red sign indicated yet to be completed.

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