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Published on January 13, 2024

NEW darwin.Cloud feature: agent goals analytics

Real estate analytics dashboard showing AGCI performance metrics with listings and pendings tracking charts comparing current vs prior year vs goals

track and analyze agent goal performance with darwin.Cloud's analytics tools. monitor progress, set targets, and drive agent success with insights.

Goal setting for agents - this is the right time to setup a business plan for the year.

When we think about how to help agents stay on track to reach their goals, different sales managers have different ideas about what KPI (Key Performance Indicators) are most effective.  Some sales managers believe that tracking the number of sides closed or the volume closed by an agent is the best way to measure an agent's success. Other managers think that the prime motivator is money, so the goal we should focus on is agent earnings.

There is another approach that is more focused further "up the funnel".  In this approach, a sales manager helps the agent focus on how many listings an agent takes or how many contracts they write.

The new darwin.Cloud lets you set goals for each of these approaches.  And it's simple.  The software only asks the agent for their annual goal, and then the application sets a month-by-month goal for the agent based on the seasonality of their market.

To see how easy it is to set up agent's annual goals, watch this brief training video:

about AccountTECH 

for over 25 years, AccountTECH's team of real estate accountants and software engineers have been building tools that increase the efficiency of brokerages. their latest flagship product is darwin.Cloud – a 4th generation evolution of their popular real estate accounting software. the team is constantly adding automation and integrations towards the goal of a single point of entry. their motto is: data entry can happen anywhere, but everything winds up in darwin. in their work with clients, partners, and each other, they bring integrity to every interaction and every line of code. 

 

AccountTECH   (978) 947-3600

 

for sales inquiries, please contact:  
Theresa Hurt
theresa@accounttech.com   
(978) 710-0071

ready to evolve?

request a demo or learn more about the power of darwin.Cloud