Mobile App – Dashboard Features
The Dashboard in the AgencyZoom mobile app gives you a quick view of the three most important metrics to help manage your day and track your performance:
Today's Goal – What you need to accomplish today
Trending For – Your projected month-end results
MTD Numbers – Your current month-to-date production
Today's Goal
Start each day by checking Today’s Goal. This metric shows exactly what you need to accomplish today.
As you make sales, the goal number decreases. The aim is to finish each day with a green circle and check mark, indicating your daily goal is complete.
Tap on a card to see more detailed information about your progress.
Trending For
Swipe the main card to the right to see what you are Trending For.
This is a real-time forecaster built into AgencyZoom, so you always know where your production is headed by month-end.
Tap a card to access an interactive report with detailed insights.
MTD Numbers
Swipe the main card to the left to view your Month-to-Date (MTD) numbers.
The default view shows your primary metric, but you can toggle to other metrics to see additional statistics.
This lets you track your ongoing performance and ensure you’re on pace to meet your goals.