Goal Tracking Worksheet:

 

One of the most recent additions to the Business Plan is the Goal Tracking Worksheet. The challenge has been to have a method to track incoming leads in a way that will allow for finding your true lead through closing conversion rates.

With this worksheet you have the ability to enter your lead generation activities including:

  1. Leads generated
  2. Contacts entered into your contact management system
  3. Appointments with your contacts
  4. Buyer and Seller Listings taken
  5. Contracts written both units and dollar volume
  6. Transactions closed both units and dollar volume

As you collect this information you will be able to compare your actual activity to the forecasted numbers to see how you are tracking to reach your goals.

MREA Goal Tracking Worksheet

 

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