Module · Goals and pipeline
4 featuresGroup: Team and resultsQuestions: 3
What it does
What Goals and pipeline does
A funnel calculated backwards
Calls → meetings → listing agreements → buyers → sales. You enter the annual target and the system shows what it means today.
Daily tracker
The agent sees one ring: how much of today's goal is already done. Closing the day is celebrated, which works better than a table.
Weekly plan
The target spread across working days, taking holidays and field days into account.
History
Six weeks back. You see the trend, not one bad day.
Annual target
420,000 PLN in commission
To do today
Streak: 9 days in a row
Six more calls to keep the streak alive.
The problem
Why this hurts
“Forty deals this year” is not a goal, it is a wish. Without converting it into calls and meetings per week, nobody knows whether the plan is on track until it is too late.
Who it is for
For the agent: clarity about what to do today. For the owner: an early signal that somebody is starting to slip.
Questions
Before you ask
The questions that come up about this module on the first call.
Where do the funnel numbers come from?
From the activities agents record anyway: calls, meetings and agreements. Nobody fills in a separate report.
What if an agent misses their target?
You see it straight away rather than at the end of the quarter. The system shows which stage of the funnel is short, so the conversation is about something specific.
Who sets the targets, the owner or the agent?
Both. The owner sets the agency target, the agent their own. The system breaks them down into weeks and days.
The rest of the system
Team and results
What the team does, what it delivers and who can see what.
Owner dashboard
For the first time, you see the agency in numbers
Owner reports
Agency results without asking anyone for a summary
AI Coach
Agents rehearse the hard conversations on AI, not on your clients
Technique library
Conversation techniques and scripts you can practise right away
Roles and permissions
Everyone sees exactly as much as they should
Team chat
Office conversations stay in the office
Leave and cover
An agent on holiday, clients still served
See it on your own data
A 30-minute call. I will show what goals and pipeline would look like in your agency, on your clients and your commission model.