Practice targets track recorded practice activity. On the priorities dashboard, open Manage goals in the visible Practice goals card. The earlier dashboard keeps Practice Goals under Reports, with Set Targets for its supported metrics.
Supported targets
- Households added this year and Policies issued this year are annual book goals on the priorities dashboard. Both use the current assigned book. Counts can change with assignments; policy counts include active policies with a recorded issue date from January 1 through today in UTC.
- Consultation requests, Conversion rate, and Reviews collected retain monthly, quarterly, or yearly targets. Conversion is measured over a rolling 90 days; its target keeps the period you selected.
Saving targets
Only the practice owner can change targets. Team views show that targets are owner-managed. Impersonation is read-only. Enter nonnegative values; annual book counts must be whole numbers. Blank fields leave saved targets unchanged. A zero target is valid and does not display percentage progress.
Annual book targets belong to the current UTC year. At the start of a new year, set a new target; a previous-year target is not reused. If the year changes while an editor is open, reload and reopen the editor before saving. A failed save retains the draft.
Example edits stay in the current session and do not change real targets. The AI assistant can explain these metrics but cannot save targets. Practice targets are separate from client goals.