Goals Dashboard

Set yearly goals for your income, number of deals and sales volume. Track progress on your dashboard

Once you set a yearly income goal, you can track how close you are to achieving it on the Dashboard. Every time you close a deal your Goal tracking values will reflect that. For more granular reporting you can export your Transactions to a .csv file that you can import in a spreadsheet program.

Add a goal

Navigate to the Dashboard.

In the third panel, click Edit my goals.

To set a new goal, click Add goal for the year. To edit a goal, keep reading below.

Goals (calculator mode)

We recommend you use the Calculator mode. Alternatively, click the switch button to change to the Manual mode.

By changing the input values, the Calculator will display the approximate number of deals and sales volume up top.

NOTE: please note that the Goal settings do not affect your deal commission settings that are automatically applied to your deals.

• My commission goal (GCI - gross commission income) - input here how much money you want to make in the selected year
• Average home sale value: input here the average sale price of homes you have sold in the past. If you don't have this data, use the average home value in your market
• My commission type: select the commission type you use for most of your deals
  • flat fee $
  • percentage %
  • fee $ + percentage %, or
  • split percentage %
• Adjust the commission values
• Click Save when done

You should now see the progress towards your goals on the Dashboard

NOTE: The Goal settings are used to calculate the approximate number of deals you need to close to achieve your income goals for the year. It also calculates the approximate sales volume for the year. The resulting numbers are used solely for tracking your business' progress on your Dashboard. The commission information shown here is not auto-applied to your deals. To change the default commission settings applied to your deals, please see how to set your deal commission settings.

Goals (manual mode)

We recommend you use the Calculator mode. However, you can also simply enter the desired GCI income, sales volume and number of deals goal independently from each other, as there is no calculation involved. After you save this Goal, your progress will be tracked on the Dashboard.

Edit a goal

Navigate to the Dashboard and click Edit my goals

Click the down arrow to expand the goals for the year you wish to edit.

• My commission goal (GCI - gross commission income) - input here how much money you want to make in the selected year
• Average home sale value: input here the average sale price of homes you have sold in the past. If you don't have this data, use the average home value in your market
• My commission type: select the commission type you use for most of your deals
  • flat fee $
  • percentage %
  • fee $ + percentage %, or
  • split percentage %
• Adjust the commission values
• Click Save when done

NOTE: The Goal settings are used to calculate the approximate number of deals you need to close to achieve your income goals for the year. It also calculates the approximate sales volume for the year. The resulting numbers are used solely for the goal tracking on your Dashboard and are not auto-applied to your deals. To change the default commission settings applied to your deals, see Deal commission settings.