Stay Accountable by Setting Activity Targets
Targets are a game-changer for financial advisors, providing a structured framework for setting and monitoring activity goals. By defining clear targets for client interactions, appointments, and follow-ups, financial advisors can optimize their workflow and ensure that no opportunity is overlooked.
When creating a new target, you can specify its associated interaction type. Each user can have multiple targets in a fiscal year, each one associated with a different interaction type.
To create a target, click on the New Target blue button and the dialog will open. In this window, you can choose the Owner, Fiscal Year, Interaction Type, and Interaction Category. Provide read access or full access to your colleagues.
You can filter by fiscal year and user. It is very easy to edit and delete targets that have been set up.
To see the user, interaction type or interaction category, click and drag their respective column title and drop it into the header to group the totals by that column.
You can edit the target if you click on the pencil icon and delete the target if you click on the trash can icon.
Note: Information about tracking the results vs the targets set is available in the new FA Intelligence dashboard named Activity Report to accompany this module. See the FA Intelligence section.