Agent Accountability
Stay Accountable with Agent Goals & Report Scorecards.
Track team progress effortlessly with Agent Goals in the Real Estate Webmasters CRM. Set clear objectives, track real-time KPIs in real-time, and monitor progress with daily scorecards.
Trusted by teams and brokerages across North America
Watch the Walkthrough Video
Explore the Agent Goals feature in the Real Estate Webmasters CRM with our step-by-step video tutorial. We’ll guide you through the setup and how to implement both daily and yearly goals into your Agents view.
The problem
Keeping your team aligned with performance goals isn’t easy.
Regardless of agency size, setting goals and ensuring accountability with every team member can be challenging, especially across multiple tools. If your agency can’t agree on goals and how they are tracked, growing your business can be a struggle.
We’re the answer
Empower Your Team with Trackable Goals.
Agent Goals and Report Cards in the Real Estate Webmasters CRM simplify goal tracking and improve team performance. Automated progress tracking allows team members to update the status of their daily, monthly, and annual goals in real time without the need for manual calculations. Visual indicators and letter grades provide agents with clear performance insights to make adjustments as needed. Progress reports and goal tracking allow for enhanced accountability and better coaching from managers.
GOAL-SETTING
Explore Goal-Setting Tools
Learn how to set daily and annual goals with just a few clicks. The Agent Goals feature allows you to customize your objectives based on specific tasks, ensuring your targets align with your work schedule and priorities.
PERFORMANCE TRACKING
Real-Time Tracking
Monitor your success with the easy-to-use dashboard in the Real Estate Webmasters CRM. With visual indicators and progress bars, you can instantly assess how close you are to achieving your annual goals, making it simple to adjust your approach when needed.
ACCOUNTABILITY
Interactive Report Cards
Daily Goals provides graded scorecards that visually display your personal day-to-day achievements. Run daily reports and keep yourself accountable by tracking each step of your journey toward success.
Read Our Blog Post On Agent GoalsCommon Questions
Agent Accountability, Answered
The questions agents and team leaders ask us most often about accountability tools in the Real Estate Webmasters CRM. If yours is not here, ask us directly.
“What are Agent Goals and Report Scorecards?”
Agent Goals and Report Scorecards in the Real Estate Webmasters CRM help agents set and track performance targets and give managers real-time insights into their team's progress.
“Where can you set Agent Goals and review Report Scorecards in the CRM?”
In the Agent dashboard in the Real Estate Webmasters CRM, Agent Goals can be set under My Setup, and your Report Card can be viewed via the Grade Me icon.
“Can agents see each other's goals?”
No, agents can only see their own goals. However, admins have the ability to view and set the goals of all agents within the CRM for team management and performance tracking purposes.
"How does the Report Scorecard help?"
The Report Scorecard offers agents a clear, visual summary of their progress, complete with letter grades and data summaries. It highlights both achievements and areas that need improvement, helping agents and managers stay informed.
"Why should managers use these features?"
Agent Goals and Report Scorecards help managers quickly assess agent performance and provide tailored coaching to help agents meet their goals. This also makes accountability and progress reviews much easier.
Go deeper
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