Agents Instructions
for Using KW® Goal Entry:
1) Click
here to download a printable version in PDF format (Requires
Acrobat Reader)
2) Click here to download the Millionaire Systems -Agent Goal Setting Tool (Requires Excel)
3) FAQs
OVERVIEW:
All KW® agents are encouraged
to enter their Recruiting, Productions, Financial and Statistical
Goals for 2008 before January 1, 2008.
Taking your business to the
next level requires not only attention to marketing and lead generation,
but also to performance metrics, particularly those surrounding
production and financial numbers.
GETTING STARTED:
- Go to http://intranet.kw.com/webmore
;
- Enter your Username and Password and select Goals
- Once inside, select the Initialize Goal Entry
button.
GUIDELINES:
- Goal Entry only accepts positive whole numbers, so please do
not enter decimals or negative numbers;
- Please do not enter non-numeric values in each field (such as
$ or , or .);
- Moving between fields requires using the Tab Key, using the
Enter key will take you out of the field and you will have to
re-select the field you want to go to; and
- Save your work every ten minutes, For more information on Save,
click here
You can now choose which
of the four sets of goals to enter: Recruiting, Production,
Financial or Statistical.
RECRUITING GOALS:
- Click on the Recruiting button and, in the
resulting screen, enter your goals for:
- New Agents Sponsored - Number of agents
who name you as their sponsor during that month; and
- Agents in Downline - Total number of agents
in the Seven Levels of your Profit Share Tree.
Be sure to add the information
for agents sponsored and agents in Downline for EVERY month
in 2008. You will notice that the Totals are
automatically calculated for you.
- After you have entered all your Recruiting Goals, click Save
.
- You are now ready to enter Production Goals!
Recruiting
Goals Entry Screen
PRODUCTION GOALS:
- Click on the Production button and, in the
resulting screen, enter your goals for:
- Listings Taken - Number of listing contracts
entered into with sellers during each month;
- Listings Taken Volume - Total of the initial
listing price for all listings taken during each month;
- Listings Sold - Number of listings that
go to sales contract and then to a completed closing;
- Listings Sold Volume - Total of the final
sales prices of the listing sold during each month;
- Contracts Written - Number of real estate
contracts that are entered into and approved by both a buyer
and a seller;
- Contracts Written Volume - Total of the
agreed upon sales price for all contracts written during each
month;
- Contracts Closed - Number of real estate
contracts that are completed - moneys dispersed and ownership
changed; and
- Contracts Closed Volume - Total of the
final sales prices of all contracts closed during each month.
Be sure to add the information
in each category for EVERY month in 2008. You will notice that
the Totals are automatically calculated for
you.
- After you have entered all your Production Goals, click Save.
- You are now ready to enter Financial Goals!
Production Goals Entry Screen
FINANCIAL GOALS:
- Click on the Financial button and, in the
resulting screen, enter your goals for:
- GCI - Gross Closed Income - Commission Revenue plus bonuses
minus referrals minus concessions; and
- Agent 1099/T4 Income - Net Income after
Royalty, Company Dollar and non-taxable deductions - reported
to the IRS.
Be sure to add the information
in each category for EVERY month in 2008. You will notice that
the Totals are automatically calculated for
you.
- After you have entered all your Financial Goals, click
Save .
- You are now ready to enter your Statistical Goals!
Financial Goals Entry Screen
STATISTICAL
GOALS:
- Click on the Statistical button and, in the
resulting screen, enter your goals for:
- Average Listings Taken Price - Total listing
taken volume divided by the number of listings taken during
the same time period;
- Average Sales Closed Price - Total closed
sales volume divided by the number of closed sides (units);
- Average Closed Commission - Total commissions
for that time period divided by the number of closed sides
(units); and
- Commission as % of Sales Price - Total
closed commissions divided by the total sales volume during
the same time period.
- Be sure to add the information in each category for EVERY
month in 2008.
- After you have entered all your Statistical Goals, click Save
.
- You are now ready to enter your Assumptions!
Statistical Goals Entry Screen
ASSUMPTIONS:
Click on the Assumptions
button and, in the resulting screen, there is only one
field. In this field, you can make notes about why your goals have
been set at these levels.
For example, if you know
that there is a large corporation moving to area and predictions
are that new home sales will increase by 15% over the next year
to accommodate relocations, that may have influenced your decision
to increase your production goals by 15%. By making notes accordingly
in this section of Goal Entry, you will be reminded of this assumption
if you wanted to remember at a later date.
Please note that this Assumptions
screen will only appear the first time you enter goals
into the Goal Entry system, save them, and submit them. We will
explain more about this later.
Assumptions Entry Screen
SAVE:
The Save
button stores your Goals (Recruiting, Production, Financial, and
Statistical) and Assumptions locally. The Save gives
you the option of tackling this task over a series of days, before
submitting them for review by your Team Leader. (Note: Once you
Submit Completed Goals the Save
feature is no longer an option.)
Save Feature
SUBMIT COMPLETED GOALS:
After you have entered your
- Recruiting Goals,
- Production Goals,
- Financial Goals,
- Statistical Goals,
- Assumptions, and
- Saved them...
...Simply click the Submit Completed Goals button
and your goals will be submitted to your Team Leader for review.
Please note that even
though you have entered your initial goals and submitted them, you
will be able to change your goals and re-submit them as necessary.
Submit Completed Goals Feature
REASONS:
Even though you have entered
your initial goals and submitted them, you will be able to change
your goals and submit them again. After initial goal entry and submission,
you will notice that a Reasons button has replaced the Assumptions
button.
You will only use the Reasons
button when you are changing your goals and re-submitting
them for Team Leader Review.
- Enter your new set of goals.
- Click on the Reasons button and enter a description
of why you changed your goals. (This information will be sent
to your Team Leader with the new goals you entered after you re-submit
them.)
- Click on Re-Submit Changed Goals. Your new goals and reasons
for the changes will appear in a Market Center goal tracking report.
Reasons Entry Screen
CHANGES:
After you have re-submitted
changed goals, you can view all the changes you have made to your
goals.
- Click on Changes for a complete record of
changes to your goals.
Changes Screen
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