Usage Reports: Goals

Switching gears a bit, we are now going to reveal some of the new reports designed for eScoreBoard 4.0.  First up is the usage report for goals.  This report will highlight which producers do and do not have goals setup in eScoreBoard.   As you know, a producer without goals, is like a ship without a map. 

One of the new sub-tabs in the blue Reports section is titled "Usage".  If you click on this sub-tab you can then select from three different usage reports that are available.

After selecting this report you can then select the timeframe for which you'd like the report to cover. 

In the report below I selected "Year-to-date".  Here I am logged in as a managing director / general agent level account.  By expanding the managers that report to me, I can see all of the producers in my office and which ones have goals setup.  Additionally, I'll see a summary percentage for each manager as well as one for the whole office.

As you can see, this report shows a 100% goals setup percentage.  With the goals set, I can move forward on using the tool to its fullest potential.

Check back on Thursday to learn more about Bundled Reports and how it can save you time and reduce the number of emails you receive!

All the best,

The eScoreBoard Team