🏠House Goals (Month-Ahead Goal Setting)

Most monthly goal-setting is a guess. Or it's last month + 5%. Or it's the board number divided by headcount. None of those produce a goal that's both fair to the rep and accountable to the P&L. House Goals uses a defensible formula: ((3-month average + same month last year) ÷ 2) × growth factor. That blends recent momentum with seasonal reality, then lets you tune the growth factor by rep, by team, or by segment.

Apply All Suggestions to populate every rep's next-month goal at once. Carry Over Current pulls forward the existing month if you want a holdback period. Submit & Lock freezes the goals for the upcoming period — visible to reps, locked from edits, paired with the Pulse Check scoring matrix to keep effort and outcome in sync.

Goals only get set once per month. The window opens automatically; the countdown badge tells you when. Free, browser-only, no account required.