Setting next year's goals

Setting producer goals usually means pulling three years of monthly numbers by hand, and full-year goals do not fit a producer who leaves part way through the year. This demo shows the Goal Planner recommending a goal from history and seasonality, explaining it, and saving monthly quotas only after the manager confirms.

Overview

This video is for sales leaders and managing directors who set annual production goals for producers. The usual process means pulling several years of numbers month by month for every producer, and a full-year goal does not fit someone who retires or leaves part way through the year.

What you'll see

The sales leader opens the Goal Planner tab and picks a producer for next year. Three years of that producer's monthly production are laid over each other, showing a three-year average and a strongly seasonal year, with most of the production in the last quarter. Because the producer retires in August, the leader sets the goal window to January through August, and the planner recommends a goal for that window, spread across the months the way the producer actually sells. The producer's own proposed figure is compared with the recommendation and shown as a percentage below it. The planner then explains its recommendation in plain English: the history, the trend, the window, the busiest months and how confident it is. Before anything is saved, the leader sees every month and amount and can add a note. She confirms, and the goals are saved as monthly quotas.

How it works in Salesforce

Goal Planner, an Agentforce agent, reads three years of won deals and splits for the producer, applies the trend, seasonality and the chosen window, and recommends monthly amounts with an explanation. It writes nothing until the leader saves. On save, the goals are written as monthly forecasting quotas, with a line recording exactly what changed. Every save is kept as a version that can be restored. The same planner can also be asked in Teams.

Where people stay in control

The leader chooses the producer and the window, compares the recommendation with the producer's own proposal, and decides what to save. A confirmation step lists every month and amount before anything is written, and earlier versions can be restored.

Configured for your organization

PS Advisory provides Goal Planner as a foundational agent in its Agentforce for Insurance accelerator, so goal setting starts from your agency's own production history rather than a blank spreadsheet. It is configured for your Salesforce org, including which deals and splits count toward production and how quotas are stored.

Live Salesforce screens. Client data is simulated.