In the Business Summary section, you have an overview of your team's performance within data reports, which are measured by many different dimensions.
Team Transaction Data
You can filter leads by time (year), type, segment, source, related tag, responsible agent, and transaction information together with the number of closings of all the transactions that are related to those filtered leads will be shown.
The three kinds of transaction information collected are total volume, gross commissionable income, and revenue.
Using the filters, you can sort through years and various other criteria, shown below.
By clicking the "Performance Table", you can also view the total transaction information in each month separately within the selected year.
Also, you can view the trend of the three types of money or the number of closings of all transactions as a month grows in the selected year.
Set Business Goal
The Team Owner/Admin can set the transaction goals in whichever direction he or she wants to accomplish in the year. Click "Set Goal", then "Get Started," and finally, “+Start.”
The Team Owner/Admin can choose the money type for the goal and determine how the goal will be distributed (equally divide the volume to each team member, or set them separately).
After setting the goal, the Team Owner/Admin can compare the goal with the current performance of the team, and get a sense of the pace.
If you are on the Enterprise account, the Company Owner/Admin is also able to divide the goals into groups:
At each group level, a Group Owner/Admin will be able to edit their contribution towards that top-level goal for each specific subgroup:
After the Team Owner/Admin has saved the business goal, he or she can view and edit the goal on the Features-Reporting page. For the Team Owner/Admin, you will be able to view your entire agent team’s sales progress as the month goes by. As an individual agent, you will only be able to see your own progress.
The Team Owner/Admin can see the lead conversion rates between different states in the pipeline for the whole team or for a specific agent, while the agent can only view his or her own rates. The general view is shown on the "Summary" page, and the specific view is shown at the bottom of the "Performance by Agent" page. The conversion rate list for the agent or the admin is expanded by default, as shown below.
Rule of Calculation
For each state in the pipeline in the selected year, there are three numbers: historically entering the amount, historically out the amount, and current containing the amount, so we can calculate the coming in rate (current containing amount/historically entering amount), and coming out rate (historically out amount/historically entering amount), and these two rates should sum up to one.
There is also a Funnel Table that shows the two rates for each state in the pipeline for all leads in the team within the selected year.
Also, the admin can also compare the rates for each state in the pipeline, specified by the agent, in a table view.
Note: Pipeline stage positioning matters. Stages AFTER closed do not appear on reports. A "lost" category should be added after an "attempting contact" category and additional layers via segments/tags built-in to track if it was a bad number, do not contact, etc.
Scroll down to Lead Growth on the "Summary" page. Here, you have an overview of your individual or your team’s Lead Growth. Feel free to use the Zoom tab to see Lead Growth by week, month, quarter, or year.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org>, by phone at 1 (855) 981-7557, or you can chat with us through your CRM.