Goals: Accessing Previous Goals Information

When setting goals it could be helpful to use your previous goals as a guideline as what to set for the upcoming year. In Moxi Engage, you can access your previous goals information.

Download PDF 

Follow the steps below to access your previous goals.

  1. On Engage, select the Goals tab (see below, indicated by the red arrow).
  1. On the goals page, select the gear icon (see below, circled in red), then select GCI Goal (see below, indicated by the blue arrow).
  1. This will bring up a pop up window. To view a previous year, select View> (see below, indicated by the red arrow).
  1. This will take you to a new page where you will see the GCI Goal details for that year. On the top of the page you will see a note stating that you are viewing the goals for a previous year (see below, circled in red). 

NOTE: If you are new to Engage, only the previous year of closed transactions will be available.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Contact Us