Through MoxiEngage, a manager can see the aggregate activity for their office. The Manager Dashboard enables that manager to quickly ascertain an agent’s productivity, giving them the ability to have targeted and productive coaching sessions with each of their agents.

1. OVERVIEW:  This provides managers with a high-level view of how an agent is doing.
1. Agent Name: This displays the name of the agent you are currently viewing.
2. Red: The color status indicates whether or not your agent is on track to meet their goal.
• NOTE: There are a few coaching tips and goals underneath the color status to help you coach your agents to meet their GCI goals.
3. ALL NOTES: You can view past notes, edit notes, or add new notes to help you remember previous conversations with your agent.
2. CURRENT STATS: This provides managers with real-time stats for the selected agent.
1. Agent Name – 6/10/15: This displays the agent’s name and today’s date.
2. Save Stats: You can take a snapshot of your agent’s current stats to compare at a later date.
3. GCI Goal: View your agent’s GCI goal section.
• NOTE: Managers can click on the GCI goal to view more details.
4. Sales Flow: View your agent’s Sales Flow.
5. People: View your agent’s People section.
• NOTE: Managers will not be able to see people’s contact information.
3. SAVED STATS: This provides managers with previously saved stats.