Set a sales or commission target for your agency, for individual advisors, or both, then watch everyone's progress right on your dashboard.
Before You Start
You must be an agency owner or admin with permission to manage agency settings. Owners and admins have this by default.
Goals use your agency's reporting currency.
Key Terms
Goal: a date range with an agency target, targets for individual advisors, or both.
Agency target: measured against the whole agency's sales or commission.
Advisor target: measured against that advisor's own sales or commission. Advisor targets don't need to add up to the agency target.
Sales: gross bookings, counted by booking date. This is the same figure as the Analytics section of your dashboard.
Commission received: commission your agency has received, counted by the date it was received.
Pace: where the agency ends the goal period if it keeps selling at its current rate.
How to Create a Goal
Go to Back office > Dashboard.
If your agency has no goals yet, you'll see "Set your agency's first goal."
Click + New goal.
The New goal drawer opens with this calendar year's dates and Sales selected.
Set the Starts and Ends dates.
You can use any date range. If the dates match a full calendar month, quarter, or year, Tern names the goal for it ("October 2026," "Q4 2026," "2026"). Any other range is named by its dates.
Choose what to Track: Sales or Commission received.
Note: You can't change this once the goal has targets saved, since the targets were set in those terms.
Enter an Agency target, Advisor targets, or both.
Agency target: one amount for the whole agency. Leave it blank if you only want advisor targets.
Advisor targets: an amount for any advisor you choose. Leave an advisor blank to give them no target.
Split evenly: once you've entered an agency target, click Split evenly to fill each agent's target with an equal share, in whole amounts. Owners, admins and collaborators are labeled with their role and left blank. You can change any amount before saving.
With more than ten advisors, use Search advisors to find someone in the list.
Each target shows last year's figure for the same dates as a reference. A goal needs at least one target.
Choose Who can see it.
See the table below.
Click Create goal.
You'll see "Goal saved." If the goal covers today, it appears in the Goals section. If it starts later, find it under View all. You're all set!
Who Can See It
Admins always see every goal in full on the Back Office dashboard. This setting controls what advisors see on My Dashboard.
Setting | What advisors see |
Admins only | Nothing. The goal stays with admins. |
Their own progress | Progress toward their own target only. Advisors without a target see nothing. |
Their share of the agency goal (default) | Their own progress, plus the agency's progress and their share of it as percentages. No amounts for the agency, and other advisors stay anonymous. |
Everyone's progress | The agency's progress in your agency's currency, broken down by advisor, with names. |
If a goal shows an advisor nothing under these settings, the Goals section doesn't appear on their My Dashboard at all. A goal with only advisor targets shows only to advisors who have one.
Reading the Goals Section
Each goal that covers today shows as one row:
Top performers (or Top earners for commission): the five advisors with the most sales in the period, with everyone else grouped as "Other."
Agency progress: total so far, the agency target, what remains, and percent of goal. A goal with only advisor targets shows No agency target here.
Pace: "On pace for $X by [end date] (Y% of goal)."
If several goals cover today, the shortest one shows first.
When Pace Shows
Pace shows only for goals that track Sales, once enough of the period has passed and your agency has enough sales history for a reliable estimate. Commission goals never show pace, because commission arrives after travel and doesn't build evenly through a period.
Pace scales your sales so far to the full period. It doesn't account for seasonality. Advisors never see pace.
Tracking Each Advisor's Progress
Each goal has its own page showing how every advisor is doing against their own target. To open it, click View all advisors on the goal's Top performers card, or click the goal on the Goals page.
Sales (or Commission received): the advisor's total so far, from the goal's start to today, or to its end once it's over.
Target: the advisor's own target. Advisors with sales but no target show No target, so you can spot who needs one.
Progress: how far along they are, as a percent of their target.
Advisors with a target come first, furthest along first, then advisors with sales and no target. Advisors who have left your agency are marked Left. To change a target, click Edit goal.
Finding Upcoming and Past Goals
In the Goals section, click View all. The Goals page lists every goal at your agency under Current, Upcoming, and Ended, with each goal's dates and agency target. Click a goal to see each advisor's progress on it, then click Edit goal to change or delete it.
If no goal is running today, the Goals section shows No current goal with a View all goals button.
How to Edit or Delete a Goal
Go to Back office > Dashboard.
Click the edit icon on the goal's Agency progress card.
For a goal that hasn't started or has ended, click View all in the Goals section, click the goal, then click Edit goal.
Make your changes and click Save changes.
Each target saves exactly as you enter it. Clear a target to remove it. Changing the agency target never changes advisor targets, and the other way around.
Advisors who leave keep their targets. They're listed as Left when you edit the goal.
To remove a goal, click Delete goal and confirm. Deleting removes the goal and all its targets, and you can't undo it.
Common Issues
A goal I created doesn't appear
The Goals section shows only goals running today. Goals that haven't started or have ended are on the Goals page. Click View all in the Goals section. Advisors see a goal on My Dashboard only while it's running.
The agency target doesn't match the advisor targets
That's fine. The agency target counts the whole agency's sales, and each advisor target counts only that advisor's. Goals saved as "Each advisor" before October 27, 2026 kept the total of their advisor targets as the agency target. To track advisors only, edit the goal and clear the agency target.
"Enter at least one target"
A goal needs an agency target or at least one advisor target.
I don't see a pace line
Pace shows only on Sales goals, once enough of the period has passed and your agency has enough sales history for a reliable estimate. If those don't apply yet, the line stays hidden.
"Goal needs updating"
The goal was set before your agency changed its reporting currency. Edit the goal and enter the targets again in the new currency to keep tracking. Until you do, advisors don't see that goal's progress on My Dashboard. They still see their share of sales or the top performers.
An advisor isn't in the target list
Only active advisors at your agency appear. Add or reactivate them in your team settings first.
Split evenly skipped someone
Split evenly fills agents only. Owners, admins and collaborators are labeled with their role. Enter their target yourself if they should have one.
I don't see the Goals section
Click Customize on the dashboard and make sure Goals is turned on.