Title 4 PP

Personal Desires/Goals for March

Date March Contact Appointments CRM Entries Valuation Listing Showing Transaction Closing
20
Date March Contact Appointments CRM Entries Valuation Listing Showing Transaction Closing
Total 40 14 14 0 2 0 3 2
YTD 216 111 102 59 52 41 35 30
Lifetime Totals 216 111 102 59 52 41 35 30
Contact is first conversation
Appointments are first time face to face meetings only
Transaction is listing or sale signing
Closing is when you get paid
+ - CRM for the month
-16
Contacts to Appointments
3
Appointments to Transactions
5
Transactions to Closings
2
This Month How many Contacts to get a Closing
20

Year to Date

Contacts to Appointments
2
Appointments to Transactions
3
Transactions to Closings
1
Year to Date How many Contacts to get a Closing
7
Contacts Per Day (M - F) to reach desire
1

Lifetime Totals

Contacts to Appointments
2
Appointments to Transactions
3
Transactions to Closings
1
Year to Date How many Contacts to get a Closing
7

IMPORTANT INSTRUCTIONS:

Set Desired CRM and Desired Closings on the first day of each month.
If a day is missed, refresh the page without entering any data until current date is showing.
At the close of day, enter your daily numbers DO NOT ENTER ANY ZEROS (Contact, Appointments etc.) in the top entry line and press “SUBMIT”.
Please note the SUBMIT button disappears when clicked and will reappear the next day allowing submissions only one time per day.
Either refresh the page or close the browser TAB and reconnect to the Goal Page in order to set the new date.