Available
Goals and performance
Goals for people and teams, with check-ins, progress tracking and leaderboards.
The problem
Targets live in slide decks, so nobody sees progress until the month is over.
Who uses it
- Team managers
- Agents and specialists
- Leadership
Used by: Sales, Leadership
How it works
- Set goals for a person or team.
- Record check-ins and watch progress.
- Compare performance on leaderboards.
What it does not do today
- Progress is recorded through check-ins in OpsyncHub, not pulled from other systems.
Connected to
Goals and performance works on the same records and history as these parts of the platform.
Analytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn moreSales pipeline and proposals
AvailableCampaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
Learn more