For brokers: maintain personalized KPI trackers on user records
For brokers: maintain personalized KPI trackers on user records
Brokers updating activity fields lose personalized KPI trackers and manager visibility. Creates and shares a broker-linked KPI tracker so managers and brokers get current goal documents.
Overview
Brokers lose performance clarity when KPI trackers lag, which stalls coaching and goal conversations. This workflow ensures a personalized tracker is created, shared, and linked to the user record so managers and brokers always have current goal documents and no missed trackers.
Notable Features
- Create broker-specific tracker files
- Share tracker links with managers
- Attach tracker URL to user record