Track Success with Agent Goals and Report Scorecards
Tracking agent performance and hitting targets can be challenging, but REW CRM's Agent Goals and Report Cards make it easier to stay on top of your team's progress. With these features, agents can set and track their goals, and managers can get real-time insights into performance. It's a simple yet powerful way to stay focused on what matters, and get the results you want.
Empowering Teams
The Agent Goals and Report Cards feature was developed to tackle a challenge many real estate teams face: tracking progress and staying aligned with performance goals. Beyond just being a way to measure accountability, we designed it as a valuable coaching tool. Instead of agents and managers having to calculate and track whether they're hitting their targets manually, this feature automates the entire process. Goals are set, tracked, and displayed in real-time, making it easy to see where agents are excelling or where they might need additional support. This allows managers to offer more targeted coaching and ensure everyone is on the right path. By removing the guesswork and automating goal tracking, the focus shifts from crunching numbers to helping teams consistently reach their full potential.
The Agents' dashboard featuring the current year's goals and the Report Card.
Explore Agent Goals and Scorecards
Real Estate Webmasters understands the need for a comprehensive, automated way to track and manage performance. We wanted to create a tool that offers real-time insights and actionable data to enhance agent coaching and development. With these features, agents now have the ability to set and track a variety of goals, including daily metrics such as calls, texts, emails, and appointments, as well as long-term goals spanning from historical data (2018) to future targets (2028). They can set their yearly goals on commission, buy-side deals, sell-side deals, and total deals.
On the other hand, the Report Card provides agents with a letter grade and a summary of their progress based on a selected timeframe. This report highlights achievements and areas for improvement, making it easier for agents and managers to see progress at a glance. Additionally, the Agents dashboard in your REW CRM displays yearly goals and shows the current status of each agent. Please note that only an Admin can view all agents' goals, while agents can only see their own goals.
Set up Agent Goals
Follow these simple steps to set up your goals and track your progress effectively:
Setting Yearly Goals:
1. Go to REW CRM's "Agents" tab.
2. Click on "My Setup" on the bottom left corner.
3. Select "Agent Goals."
4. Click the "New Agent Goal" button. On the new window, set the year and define goals for commission, buy-side deals, sell-side deals, and total deals.
5. Click "Save."
Setting Daily Goals:
1. Go to REW CRM's "Agents" tab.
2. Click on "My Setup" on the bottom left corner.
3. Select "Agent Goals."
4. Click the edit button for "Daily Goal."
5. Enable goals for calls, texts, emails, and appointments.
6. Set your target for each category.
7. Select the days of the week you want these targets to apply.
8. Click "Save."
Tracking Your Progress:
1. Go to REW CRM.
2. Click on "Agents" in the top menu bar.
3. Select the "View" button on the top right corner.
4. Click "Manage Views."
5. Select the "+" button to create a new view, or click any existing view to edit.
6. Add a column by picking Commission Goal, Deals Goal, Buy-Side Goal and Sell-Sides Goal.
7. On the dashboard, you'll see your yearly goals with visual indicators showing your progress. Hovering over these visuals will display the total, goal, and percentage of the goal achieved. By default, this data is for the current year.
8. To view your daily report, select an agent and click the "Grade Me" button at the top right of the dashboard.
9. Choose a timeframe and select the goals you want to display.
10. Click "Apply."
Regularly monitor your progress so you can apply timely adjustments and make continuous improvements. With insights from these features, you can drive your team forward and achieve your overall goals. Don't forget to head over to REW Academy for the complete walkthrough.
Agent Goals and Report Cards Video
The instruction video for Agent Goals and Scorecards.
Key Benefits
Agent Goals and Report Scorecards are designed to simplify goal tracking and improve performance. Here's how they help:
- Automated Progress Tracking: Forget about manual calculations. Your progress is tracked automatically in real-time, which saves you time and provides instant updates.
- Better Coaching Tool: Managers can quickly assess where agents are excelling and where there's room for improvement, making it easier to offer support and guidance.
- Clear Performance Insights: The visual indicators and letter grades give agents a quick snapshot of their progress so they can make adjustments when needed.
- Enhanced Accountability: With progress reports and clear goal tracking for everyone, it's easier to stay focused, motivated, and accountable to your targets.
By using these tools consistently, agents can stay on track, while managers can provide the right support at the right time.
Best Practices To Remember
To get the most out of Agent Goals and Report Scorecards, it's essential to follow these best practices. These tips will help you stay organized, focused, and on target as you work toward achieving your goals:
- Set Realistic Goals: Set targets that push you without overwhelming you and your team. This will keep motivation high and progress steady.
- Regularly Check Your Progress: Use the daily reports and yearly goal tracking to stay on top of your progress. Reviewing these metrics often will allow you to make adjustments in real-time and avoid falling behind.
- Leverage the Insights: Managers should use the Report Scorecards to provide actionable feedback. Focus on both the achievements and areas where agents can improve, offering personalized guidance to help them meet their targets.
- Align Daily Tasks with Long-Term Goals: Make sure your daily activities, like calls and emails, are aligned with your yearly targets. Consistently working on small, daily tasks will lead to better results over time and keep you on track to hit your larger goals.
- Stay Accountable: Share your progress with managers or teammates to foster accountability.
Summer of Innovation Webinar Video
Our VP of Product and Agency, Aayaam Kapoor, sharing insights about Agent Goals during a Summer of Innovation webinar.
Join REW Forum
We'd love to hear how you're using Agent Goals and Report Cards! Visit the REW Forum and share your experiences with us. For those who haven't tried the features yet and have questions, the forum is also a great place to connect with our team. We're always there to answer your inquiries, offer guidance, and help you get the most out of these tools. Plus, if you have any suggestions or ideas on how we can make things even better, we're all ears!
Agent Goals and Scorecards FAQ
What are Agent Goals and Report Scorecards?
These features in REW CRM help agents set and track performance targets, and give managers real-time insights into their team's progress.
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.