QUICK START (do this in order)
1. Go to GOAL TRACKER and set your Annual GCI Goal (yearly)
2. Confirm your defaults: NJ sale price + 2% commission per side (edit if needed)
3. Review your Total Units (Sides)
4. Pick 1–2 Buyer/Seller Activities. (Use None to leave a lane empty.)
5. Allocate your Total Units (Sides) across Buyer/Seller lanes until the validation check shows ✓ OK
6. Go to WEEKLY PLAN and block your Upstream KPI targets into the days you actually do the activity
2. Confirm your defaults: NJ sale price + 2% commission per side (edit if needed)
3. Review your Total Units (Sides)
4. Pick 1–2 Buyer/Seller Activities. (Use None to leave a lane empty.)
5. Allocate your Total Units (Sides) across Buyer/Seller lanes until the validation check shows ✓ OK
6. Go to WEEKLY PLAN and block your Upstream KPI targets into the days you actually do the activity
Note: Zillow Preferred lanes assume a 40% referral deduction when calculating GCI per side for that lane.
HARD RULES (do not negotiate these)
• Income Producing comes before Admin. Every day.
• No zero days. Even if it's 30 minutes, do something income producing.
• If you miss a day, make it up with Income Producing (not Admin tasks).
• Protect your best hours. Prospecting first, then follow-up, then everything else.
• "None" is allowed. Do NOT add extra pillars just because you feel behind.
• Track what counts. If it doesn't meet the DEFINITIONS, it doesn't count.
• No zero days. Even if it's 30 minutes, do something income producing.
• If you miss a day, make it up with Income Producing (not Admin tasks).
• Protect your best hours. Prospecting first, then follow-up, then everything else.
• "None" is allowed. Do NOT add extra pillars just because you feel behind.
• Track what counts. If it doesn't meet the DEFINITIONS, it doesn't count.
How to use: Set your annual GCI goal. The planner converts it into Total Units (Sides).
Choose activities for Buyer/Seller lanes and allocate units across lanes until the validation check shows OK.
Outputs: (1) Required upstream KPI per activity (weekly + yearly).
Outputs: (1) Required upstream KPI per activity (weekly + yearly).
ANNUAL GOALS + DEFAULTS
Gross GCI goal (before any referral deductions)
Default from Redfin NJ median sale price (editable). [page:1]
Default 2.0% (enter as 0.02)
-
Allocate Buyer + Seller units to match this
-
Sale price × commission (per side)
-
Unit Value × 0.60 (40% referral deduction)
BUYER LANES (Units allocation)
| Activity | Allocated Units | Appts / Unit | Upstream KPI / Yr | Upstream KPI / Wk |
|---|---|---|---|---|
| ? | - | - | ||
| ? | - | - | ||
| Check: Buyer allocated units | 0 | |||
Appts / Unit is editable and should be replaced with each agent's personal ratio over time.
SELLER LANES (Units allocation)
| Activity | Allocated Units | Appts / Unit | Upstream KPI / Yr | Upstream KPI / Wk |
|---|---|---|---|---|
| ? | - | - | ||
| ? | - | - | ||
| Check: Seller allocated units | 0 | |||
Zillow Preferred lanes assume a 40% referral deduction in GCI / Side ($).
VALIDATION CHECK
0
0
—
Set your annual goal to see guidance here.
How to use: Set your week start date. Then take each activity’s Upstream KPI targets (yearly + weekly) and place them on the days you actually execute (ex: Open Houses on Sat/Sun).
WEEKLY TARGETS (use these to plan your days)
YOUR WEEKLY TARGETS
↑ Set your goals in GOAL TRACKER to see your weekly targets here.
Targets include upstream activity units (conversations, sign-ins, doors, contacts).
WHAT COUNTS FOR EACH ACTIVITY
| Activity | Definition (What Counts) |
|---|