Agents Goals and Performace Report

ClientBAY is able to track your individual goals that you have set for yourself and also create a Performance Report for you based on those goals. This is a great tool to utilize if you want to be able to track your performance based on the goals you have set for your business throughout an individual year as well as see how you have done with your goals for previous years.

PLEASE NOTE: Your company must be using the Back at You FinancialBAY platform for this feature to become available

Setting Your Agent Goals

To set your goals, select the My Account button in the upper right hand corner of ClientBAY. Then select Profile. This will take you to your Agent Details page.

From the tabs along the top of the page, select Goals.

To set your Goals, select the +New button in the upper right hand corner. 

Select the year you are setting these goals for from the drop down menu.

1. Living Expenses:	Enter the amount of your living expenses. (This number is not used in any calculations). Intended as visual cue for user.
2. Commission Earnings:	Enter the amount of Commission you to earn. (This number is not used in any calculations). Intended as visual cue for user.
3. Gross Commission Income:	Enter a $ value for how much you want to earn in gross commissioned income (before agent expenses).
4. Average Sales Price:	Enter the average Sales price of the deals you expect to close.
5. Commission Rate Per Sale:	Enter the rate of Commission you expect to receive on each closed Transaction.
6. Average GCI Per Sale (#4 x #5):	Calculated as Average Sales Price x Commission Rate Per Sale
7. Total Sales Closed (#3 / #6):	Calculated as Gross Commission Income / Average GCI Per Sale
8. Listings Sold % of Sales (est 50-80%):	Enter the Percentage of your current listings you expect to close for the year.
9. Listings Sold (#7 x #8):	Calculated as Total Sales Closed x Listings Sold % of Sales
10. % New Listings Sell AND Close (est 35-75%):	Enter the Percentage of new listings you take that you expect to close for the year.
11. New Listings (#9 / #10):	Calculated as Listings Sold / % New Listings Sell AND Close
12. Buyers Sold - Closed % of Total Sales:	Enter the Percentage of Buyer's you expect to close for the year.
13. Buyers Sold - Closed (#7 x #12):	Calculated as Total Sales Closed x Buyers Sold - Closed % of Total Sales
14. 15% Fall-Out Ratio (100-15%):	Enter the Percentage of Transactions you expect to fall out of contract. This is the percentage of Sales that don't close.
15. Total Buyers Sold - Open (#13 /100 - #14):	Calculated as (Buyers Sold - Closed)/100 - 15% Fall-Out Ratio

Once you have the required fields on the Goals sheet filled out, press the Recalculate button in the upper right hand corner. When you press the Recalculate button, you will see all of the fields in gray calculate for you.

If these are the goals that you would like to keep for the year you have selected, press the Save button in the upper right hand corner.

You are able to edit these goals as well by typing into the field that you would like to edit and pressing the recalculate button and then pressing Save once those recalculations have taken place.

Viewing the Agent Performance Report

To view your Agent Performance Report, select the Print button in the upper right hand corner.

This will open up a window where you are able to see the yearly goals that you have set for yourself and also what those goals break down to on a monthly level.

It will also show you what you have done YTD thus far and also what percentage that is of your total goal.

Press the Download button to download this report into a PDF that you can easily Print.

You are also able to view any past yearly goals that you have set for yourself by utiizing the Edit Year drop down menu. Simply select the year that you would like to view those goals and to see the performance report for. You can toggle back to your current yearly goals with the Edit Year menu as well.

• Related Articles

• ADMIN: Agent Reports

  As Admin, you are able to run reports based on Agent Information. To access these reports, select your Reports tab on your left hand side menu and then select Agent Reports. This will open a screen where you will see all the types of Agent Reports ...

• Leads Report

  Leads Reports are designed to help you create Reports based on your Lead Data. To access your Leads Report go to your Reports tab on your left hand side menu and then select Lead Reports. This will populate your Leads Report Dashboard where you will ...

• Website Profile Hits Report

  A Website Profile Hits Report is generated by the number of hits an agent has on their profile on the company website or on an agent's website. In a nutshell, how many times your About Me page is being visited. To run this report, select the Reports ...

• ADMIN: Attaching Agent Action Plans to Agents

  There are a couple of ways you can attach Agent Action Plans to your Agents. The first way is through your User Management Tab. When you are on your User Management Dashboard, select the Agent that you want to attach the Action Plan to. Select the ...

• Transaction Override Agent

  This feature can be used to add a secondary agent onto each transaction to which the primary agent is added, so when one agent is added, then the secondary agent gets added and automatically assigned a percentage to the income based on the setup. The ...