Learn how to set up goals for each of your team members. Access information in real-time and follow the evolution of your business.
The objectives allow you to define an ideal monthly performance level for specific actions to be achieved by team members.
They can be defined by:
Company - all members of the company have the same objectives.
Agency - the agents/team members of each agency have the same objectives.
Agent - each agent within the company/agency has different objectives.
The following objectives should be defined:
Actions
Number of emails to send (it is essential that the Email Importer tool is active).
Number of calls to make.
New Listings
Number of opportunities to create.
Number of opportunities to be won (closed contracts).
Sales
Number of sales opportunities to generate.
Number of visits to be made.
Number of sales to complete.
Configuration of company objectives:
In the Configuration area, go to General Data - Objectives.
Configuration of objectives per agency:
In the Configuration area, go to Agency Data - Goals.
Configuration of objectives by agent/team member:
In the Configuration or Users area, access User Data - Personal Goals.
In this area, you can also select which goals are appropriate for the agent.
These numbers will be set for every month of the year. However, if you want to have different goals for each month, activate the option "Set per month" and write the number to achieve in each of them.
Results Tracking:
Get here an overview of all the goals set for the company, agency, and users.
1. Go to Reports - Goals.
2. Use the filters to see information per agency (if applicable), per agent, and the period of time you wish to consult. Consult the information according to the filters applied in the charts below.
In this area you can also make the following changes:
Expand the graph:
Click on the option below to be able to see the graph in more detail:
Manage Panels:
You can show or hide a chart and reorder it in any order you wish and this is a setting that each agent can make in their account.
To show or hide a chart, click on the option below:
If you want to reorder the displayed information, click on "Position" and move the chart to the order you want.
3. After the changes have been made, click on "Save".
Reading the presented information:
Each graph represents an objective and should be interpreted as follows:
X-Axis: shows all the agents that have contributed to the objective.
Y-Axis: represents the number of actions performed by that user.
Orange line: the objective of the team, company, or agency.
Orange dot: the personal target for that agent (will only be visible if the target is configured)
Results Tables:
The tables will show the results according to the filters applied.
Agents Table - shows all the company's agents, the defined objective, and what they have already achieved at the moment, in orange.
For example:
For this case, we see that this agent's goal is x e-mails sent (on the right side) and so far he has sent only y, and so on for the following metrics.
In this table, if the agent has set some personal goals, each column also shows in grey the current state of that goal compared to what was set as a personal goal.
If there is more than one agency, there will be one more table in addition to the previous one:
Agencies objectives table - shows all agencies (each row corresponds to one agency) and the sum of the objectives of all agents in each agency (the objectives will be multiplied by the number of members of that agency).
Each column shows the current state of an objective compared to what was set for the company/agency:
If it has been achieved, it turns green.
If it is not achieved, it turns red.
Each chart will show at the end the totals of the objectives achieved in each column.
Goal Graphs in the Dashboard:
In the Dashboard area, click the "Edit" button to add the new charts.
The charts you can select are as follows:
Overall performance graph (includes all team goals):
Compares user/team performance over two time periods on four different objectives: sales opportunities, contacts made, canvassing opportunities, and property visits made.
It is always a comparison of the performance between the same last period of time. So, if we choose the filter "Month", it will show the results of last month and the current month:
The performance of the current period is in the circle outside
The latest performance period is in the inner circle
To see the totals and time period for each graph/variable, hover the mouse over the graph.
Sales opportunity Graph
Overview of user/team performance and goals on sales opportunities for the current month and last 11 months. Filter by all won or lost opportunities.
Property Viewings Graph
Overview of user/team performance and goals on property viewings for the current month and last 11 months.
New Listing opportunities Graph
Overview of user/team performance and goals on new listing opportunities for the current month and last 11 months. Filter by all won or lost opportunities.
Graph of contacts made
Overview of user/team performance and contact targets for the current month and over the past 11 months. Allows filtering by phone calls or e-mails.
For all these graphs, except the general performance one, hover the mouse over each of the lines to see the performance and what each one represents, taking into account the defined goals.
This functionality is available in the PREMIUM Plan.
For more information, contact us on Chat or send an email to: help@casafaricrm.com