Submitted Goals Widget

Overview

The Submitted Goals widget is a dashboard tool that allows you to track submitted production against defined goals.

It displays:

• Counts of submitted products that align with your commissionable product lines
• Goal progress based on those submissions
• A quick view of how submitted production compares to defined targets

Who should use this

Users with the Manager and/or Owner role can set specific production goals for agents. These goals will display on the Agent’s Submitted Goals dashboard widget.

How it Works

The Submitted Goals widget:

• Uses the same updated calculation logic as other Production widgets
• Includes only products tied to commissionable product lines
• Tracks submitted items and compares them against configured goals
• Reflects counts (not dollar amounts), aligned with the standardized calculation model

How to Set Goals

The Submitted Goals widget will only display information after Goals have been created.

Option 1: From the Submitted Goals Dashboard Widget

1. Go to the Submitted Goals dashboard widget
2. Click Set Goals
3. Navigate to the desired section (e.g. Current Year Production Goals, Future Goals , or Past Goals) and open the desired Product Line (e.g. Annuities, Life Insurance, etc.)
4. Click Set Goal button for each agent.
5. Enter the Goal and > click Save

Option 2: From Business Management

1. From the left-side main navigation menu, navigate to Business Management > select Agent Goals.
2. Navigate to the desired section (e.g. Current Year Production Goals, Future Goals , or Past Goals) and open the desired Product Line (e.g. Annuities, Life Insurance, etc.)
3. Click Set Goal button for each agent.
4. Enter the Goal and > click Save

Tip

🔍 Tip: Swivel will automatically format the amount entered into Goal as currency.

How to Use the Submitted Goals Widget

Add the Widget to Your Dashboard

• Navigate to your dashboard customization or widget selection area
• Select Submitted Goals from the list of available widgets
• Add it to your dashboard layout

Review Goal Progress

• The widget will display submitted production counts relative to your configured goals
• Use it to monitor progress in real time

Tip

🔍 Tip: Once the Submitted Goal has been created, Swivel will display the monthly goal (Yearly Goal divided by 12) and the weekly goal (Yearly Goal divided by 52) so you can see if you’re on track to hit your goal for the year.

Drill Down into Data

• Click on the widget values to view the Sales Report filtered to the relevant data
• Use this to analyze submitted items in more detail

Tip

🔍 Tip: Click on the numbers to go to the filtered Sales Report to see the policies & accounts the production is based on.