How Do I Use Target Scores?

You can set targets for each Element for individual clients, client groups, and your entire client base in Elements.

Use target scores to…

• Quickly assess client financial health by comparing their scores to targets.
• Show what Elements a client should work on
• Easily manage default score targets for different client segments

How To Use Target Scores:

In this section you'll learn how to...

1. Set firm default score targets

2. Reset targets to system default

3. Create target templates for future use

4. Set individual client score targets

5. Apply target score templates to individual clients

6. Create target score templates from individual clients

7. View and edit target scores on a client's profile

Set firm default score targets

Reset targets to system default

Create target templates for future use

Set individual client score targets

Apply target score templates to individual clients

Create target score templates from individual clients

View and edit target scores on a client's profile