Goal Tracking Sheet - For Realtors (Download to Customize).xlsx

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1	Goal Tracking Sheet
2
3	Name:
4	Company Name:
5	Year:
6
7	NOTE: cells with blue text have embedded formulas to save you time in making the calculations.
8
9	Baseline Performance Stats
10	Lead-to-Agency-Agreement Ratio - Warm Lead (%)	50
11	Lead-to-Agency-Agreement Ratio - Cold Lead (%)	20
12	Agency-Agreement-to-Closed Deal Ratio (%)	80
13	Average commission per deal	$7,000
14	Average closed deals per month	3
15
16	Annual Income Goal	$500,000
17
18	Monthly Suggested Targets (based on your annual income goal and baseline performance stats)
19	Leads	37
20	Agency Agreements	7
21	Closed Deals	6
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23	Key Metrics	January		February		March		April		May		June		July		August		September		October		November		December		Year End Totals
24		Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual
25	Leads	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
26	Agency Agreements	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
27	Closed Deals	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
28	Average Commission/Deal	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	7,000	#DIV/0!	N/A	#DIV/0!
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30	Total Commission	$0		$0		$0		$0		$0		$0		$0		$0		$0		$0		$0		$0		$0	$0
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32	Leads By Source	January		February		March		April		May		June		July		August		September		October		November		December		Year End Totals
33		Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual
34	Repeat Clients	0		0		0		0		0		0		0		0		0		0		0		0		0	0
35	Client Referrals	0		0		0		0		0		0		0		0		0		0		0		0		0	0
36	Accountants	0		0		0		0		0		0		0		0		0		0		0		0		0	0
37	Personal Networking	0		0		0		0		0		0		0		0		0		0		0		0		0	0
38	Website - PPC (paid)	0		0		0		0		0		0		0		0		0		0		0		0		0	0
39	Website - Organic (free)	0		0		0		0		0		0		0		0		0		0		0		0		0	0
40	Google Places	0		0		0		0		0		0		0		0		0		0		0		0		0	0
41	Corporate Benefits Marketing	0		0		0		0		0		0		0		0		0		0		0		0		0	0
42	Accountants	0		0		0		0		0		0		0		0		0		0		0		0		0	0
43	Relocation Agencies	0		0		0		0		0		0		0		0		0		0		0		0		0	0
44	Financial Planners	0		0		0		0		0		0		0		0		0		0		0		0		0	0
45	Other 1:	0		0		0		0		0		0		0		0		0		0		0		0		0	0
46	Other 2:	0		0		0		0		0		0		0		0		0		0		0		0		0	0
47
48	Total Leads	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
49	Agency Agreements by Source	January		February		March		April		May		June		July		August		September		October		November		December		Year End Totals
50		Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual
51	Repeat Clients	0		0		0		0		0		0		0		0		0		0		0		0		0	0
52	Client Referrals	0		0		0		0		0		0		0		0		0		0		0		0		0	0
53	Accountants	0		0		0		0		0		0		0		0		0		0		0		0		0	0
54	Personal Networking	0		0		0		0		0		0		0		0		0		0		0		0		0	0
55	Website - PPC (paid)	0		0		0		0		0		0		0		0		0		0		0		0		0	0
56	Website - Organic (free)	0		0		0		0		0		0		0		0		0		0		0		0		0	0
57	Google Places	0		0		0		0		0		0		0		0		0		0		0		0		0	0
58	Corporate Benefits Marketing	0		0		0		0		0		0		0		0		0		0		0		0		0	0
59	Accountants	0		0		0		0		0		0		0		0		0		0		0		0		0	0
60	Relocation Agencies	0		0		0		0		0		0		0		0		0		0		0		0		0	0
61	Financial Planners	0		0		0		0		0		0		0		0		0		0		0		0		0	0
62	Other 1:	0		0		0		0		0		0		0		0		0		0		0		0		0	0
63	Other 2:	0		0		0		0		0		0		0		0		0		0		0		0		0	0
64
65	Total Applications	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
66
67	Closed Deals By Source	January		February		March		April		May		June		July		August		September		October		November		December		Year End Totals
68		Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual	Target	Actual
69	Repeat Clients																									0	0
70	Client Referrals																									0	0
71	Accountants																									0	0
72	Personal Networking																									0	0
73	Website - PPC (paid)																									0	0
74	Website - Organic (free)																									0	0
75	Google Places																									0	0
76	Corporate Benefits Marketing																									0	0
77	Accountants																									0	0
78	Relocation Agencies																									0	0
79	Financial Planners																									0	0
80	Other 1:																									0	0
81	Other 2:																									0	0
82
83	Total Closed Deals	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
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