Team Goal Settings

Jenny
Jenny

Setting monthly goals powers progress meters across your BI Dashboard for overall and individual tracking. Switch to weekly or annual views, and target goals scale automatically.

 

  • Set monthly benchmark target prices for the Sales category, with the option to define separate targets for Buyer and Seller sides.

  • Track lead progression and pipeline performance in Transactions

 

  • Set activity metrics targets under Communications for your team

 

Once all monthly goals are configured, simply click Save at the bottom to update all dashboard progress meters instantly!

 
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.