Agent business planning tool
Turn your income goal into today’s activity.
Start with the income you want to earn. We’ll work backward into the closings, appointments, conversations, and reach-outs needed to get there.
Live calculationsAdjustable conversionsClear daily targets
Your numbers
Build your annual plan
Every field is editable. Your plan updates instantly as the numbers change.
The activity plan
Follow the math backward
Each stage is based on the conversion assumptions you entered above.
| Activity target | Annual | Monthly | Weekly | Daily |
|---|
Monthly targets use annual ÷ 12. Weekly and daily targets use your planned work weeks and prospecting days.
Optional progress check
Check your annual pace
Enter where you are today to see what the remaining weeks need to produce.
Inputs save on this device
$
Raise or lower this goal and the entire plan will rebuild instantly.
weeks
Includes the current week. Adjust if needed.
Enter your current KPI totalsUse year-to-date numbers through today, including pending and closed production
All fields are optional
$
total
GCI goal progress (pending & closed)0%
$0 of $225,000
Your required pace now
Reach-outs / day—
Conversations / day—
Appointments / week—
Closings / week—
Small consistent actions create predictable results.
KPI catch-up plan
What is left—and what it takes from here
“Needed” targets use the remaining weeks and your prospecting-days-per-week setting.
| KPI | Annual goal | Entered to date | Remaining | Monthly needed | Weekly needed | Daily needed | Status |
|---|
Weekly pacing uses the weeks left in your plan. Monthly pacing is the weekly target × 4.33. Daily pacing uses the prospecting days per week selected above. Status compares progress completed with the portion of your work year already elapsed.
Make the plan real
Numbers only work when they reach the calendar.
Block the time
Protect the daily prospecting time needed to hit your reach-out goal.
Track weekly
Review leading indicators—reach-outs, conversations, and appointments—not only closings.
Adjust with evidence
Update conversion assumptions as your real numbers improve.
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