Goal Setting Calculator

Charting the Path to Your Big Future

IMPORTANT Do not use the "%" in any of these fields - even those that ask for a percentage - only enter the value. The form will be rejected if there are any % symbols in any field.

WHO IS GOAL SETTING TODAY?

Agent*

First Last

Agent Email*

This is where your final report will be sent.

Coach Email*

A copy of the final report will be sent here.

Brokerage*

YOUR INCOME GOAL

NET INCOME TARGET*

This is the amount you want to take home - for savings, bills, vacations, and other life essentials.

EXPENSES

Monthly Office Dues*

Annual MLS & Board Dues*

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Annual Office Dues Calculation

Marketing Budget (%)*

Percentage of GCI to contribute to marketing? Industry standard is 6-8%. This will go toward expenses for your listings and marketing your business.

Additional Operating Expenses*

Technologies, supplies, rent, phone, car, insurance, etc.

Are you enrolled in Central PC?*

Yes

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Central PC Dues*

Central PC clients pay $495 on their first 5 transactions

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HIDDEN: MARKETING BUDGET CALCULATION

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Marketing Budget Calculation

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HIDDEN: TOTAL OPERATING EXPENSES

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HIDDEN: Sub-GCI (Goal+Expenses)

Net Goal + Expenses

SPLIT & ROYALTY

Percent of commission divided between agent and brokerage per transaction, pre-cap. Plus 6% royalty to KRWI (capped at $3,000)

Agent Split %*

Percent agent keeps per transaction.

Broker Split %*

Percent company keeps per transaction.

Company Royalty %*

🚨 The total percent of the split must equal 100%. It currently does not. Please adjust until this message disappears. 🚨

Broker Cap Amount*

Keller Williams Company Royalty Cap*

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Never Cap Value

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Never Cap Royalty Fee

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Royalty Fee

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Broker Fee

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HIDDEN: TOTAL BROKER & ROYALTY

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HIDDEN: Split Total Check

TAXES

Tax Rate Assumption (%)*

Assumed tax rate percent.

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Taxable Income

TOTAL OPERATING EXPENSES

TOTAL BROKER & ROYALTY

TOTAL TAXES

TOTAL GCI

HOW YOU WILL GET THERE

Average Sales Price in Your Market*

Your Fee for Service*

What percent do you charge for your services?

Sell Side*

Please enter a number from 0 to 100.

What percentage of your business is (or you intend to be) listings?

Buy Side*

Please enter a number from 0 to 100.

What percent of your business is (or you intended to be) buyers?

🚨 The total percent of your buy/sell ratio must equal 100%. It currently does not. Please adjust until this message disappears. 🚨

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HIDDEN: BUY / SELL RATIO

YOUR PERFORMANCE

Listing Appointment Conversion Rate (%)*

Please enter a number from 0 to 100.

What percentage of the listing appointments that you go on, sign a listing agreement?

Buyer Appointment Conversion Rate (%)*

Please enter a number from 0 to 100.

What percentage of the people you engage will sign a Buyer's Representation Agreement?

Sold Conversion Rate (%)*

Please enter a number from 0 to 100.

Of the listing agreements that you get signed, what percentage of those close?

Buyer Conversion Rate (%)*

Please enter a number from 0 to 100.

Of the Buyer's Representation Agreements that you get signed, how many of those lead to a closing?

HERE'S WHAT IT WILL TAKE

AVERAGE COMMISSION AMOUNT

TOTAL UNITS SOLD

TOTAL LISTINGS SOLD

TOTAL BUYER CLOSINGS

TOTAL LISTINGS NEEDED

TOTAL BUYER AGREEMENTS NEEDED

TOTAL SELLER APPOINTMENTS NEEDED

TOTAL BUYER APPOINTMENTS NEEDED

CREATE & WORK YOUR DATABASE

MET: What percentage of your business would you like to be based on referrals and people you meet face-to-face? Marketing efforts might include events, open houses, kid's school, etc.

NOT-MET: What percentage of your business would you like to be based on new people. Marketing efforts might include geographic farming or internet leads. The goal is to move people from "not met" to "met" as soon as possible.

"Met" vs. "Not Met" Marketing Mix*

Where will you focus your marketing efforts? On people you know - or people you don't know yet?

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Not Met Result

Required number of "mets"

This number represents the people you already know or have built a relationship with who could provide you with referrals or repeat business. Focus on nurturing and deepening these connections through your long-term nurture campaign.

Required number of "not-mets"

This number reflects the people you haven’t yet met but need to prospect or market to in order to grow your database. These are your future Mets and are essential for long-term business growth. You can think of this as the necessary size of your FARM.

Goal Setting Calculator

WHO IS GOAL SETTING TODAY?

YOUR INCOME GOAL

HOW YOU WILL GET THERE

HERE'S WHAT IT WILL TAKE

CREATE & WORK YOUR DATABASE

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