This step by step guide will help you utilize the dashboard to:
- Set Team Quotas
- Add your members with ease.
- View sales
- Vendor Referral Emails
Setting team goals has been always been an excellent way for offices to track and manage productivity. BrokerOS has created a simple way for Broker Owners to track and manage important metrics for running an effective office.
To set team quotas you will find the “Edit Goals” button on the top right-hand corner of the dashboard.
By clicking “Edit Goals” 4 boxes will be available for Broker Owners to input selected targets to reach. The 4 metrics being utilized will be:
- Vendor Emails
Click on “Save” once you have your desired goals. These goals will now be reflected in the center of the tiles. Circles will start out as a gray color. Once you start adding Agents, Listings, Sales or Discounts, the circles will start to be green depending on how close you are to achieving your goals.
That's it! you've successfully learned how to create and set goals for your office!
Now that you understand how to input your goals for the team, it's time to help you add your agents.