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.
Follow the steps below to access your previous goals.
- On Engage, select the Goals tab (see below, indicated by the red arrow).
- On the goals page, select the gear icon (see below, circled in red), then select GCI Goal (see below, indicated by the blue arrow).
- This will bring up a pop up window. To view a previous year, select View> (see below, indicated by the red arrow).
- 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.