Agents Goals and Performace Report

Agents Goals and Performace Report

📈 ClientBAY: Agent Goal Setting and Performance Reporting

The ClientBAY platform is a powerful tool designed to help you track individual business goals and generate comprehensive Performance Reports based on your established targets.

This feature allows you to monitor your performance against the goals set for the current year and review your historical goal achievement from previous years.

❗ IMPORTANT PREREQUISITE: Your company must be utilizing the Back at You FinancialBAY platform for the Agent Goal Setting and Performance Reporting features to be available.

💪 Setting Your Agent Goals

Follow these steps within ClientBAY to define your business objectives for the selected year.

1. Accessing the Goals Page

  1. Select the My Account button in the upper right-hand corner of ClientBAY.

  2. Select Profile from the dropdown menu. This will take you to your Agent Details page.

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

2. Creating New Goals

  1. To begin setting your goals, select the +New button in the upper right-hand corner.

  2. Select the year for which you are setting these goals from the dropdown menu.

3. Entering Goal Details (The 15 Fields)

Enter the required values in the corresponding fields.


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

4. Calculating and Saving

  1. Once you have filled out all the required fields, press the Recalculate button in the upper right-hand corner.

  2. The fields marked in gray will automatically populate with the calculated values.

  3. Review the calculated goals. If you are satisfied, press the Save button in the upper right-hand corner.

    • Note: You can edit any goal by typing into the field, pressing Recalculate, and then pressing Save.

🔎 Viewing the Agent Performance Report

The Performance Report provides a detailed breakdown of your progress against your set goals.

  1. To view your report, select the Print button in the upper right-hand corner of the Goals page.

  2. A new window will open displaying the Agent Performance Report.

Key Information in the Report

  • Yearly Goals: The overall annual goals you established.

  • Monthly Breakdown: How those yearly goals translate into monthly targets.

  • Year-to-Date (YTD) Performance: Your actual performance achieved thus far in the year.

  • Goal Percentage Achieved: The percentage of your total goal that your YTD performance represents.

Downloading the Report

To save or share your report, press the Download button to generate and save a PDF file that can be easily printed.


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You are also able to view any past yearly goals that you have set for yourself by utilizing 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.

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