Uses the Closed/Forecasted toggle at the top of the page.
Team Goal Calculator
Set the white fields below. The light-blue fields calculate automatically. GCI shown is gross commission income on each transaction — before any splits. This sets the team-wide annual goal, same as agents set their own.
Units & Split
Listing Side
Buyer Side
Combined
Other Annual Goals
EHT Net Income Goal
Entered manually — not calculated as a fixed % of Total Team GCI. The % shown above is just a reference point. Once saved, this goal is split month-by-month using the same GCI seasonality curve as Total Team GCI, and compared against EHT Net on the EHT's Numbers tab.
Live Listings, Buyers Signed, and Under Contract all use the same month-by-month shape derived from historical data — entering a new annual number here reshapes it across the year, it doesn't flatten it to an even 12-way split.
Update data
Each cycle, upload the Year-Over-Year Tracking workbook (recalculates the seasonality-based goals from full history), the Transactions export (feeds Closed Units, Volume, the listing/buyer split, and Under Contract — based on each transaction's Under Contract Date, not current pipeline stage), and the GHL Opportunity exports (Buyer + Seller pipelines — feeds Live Listings, Buyers Signed, and Appointments Set/Met). Incoming and outgoing referrals and Mutual Releases are excluded automatically.
Note: this reads Transactions.csv and the two GHL Opportunity CSVs in the exact column layout of the files used to build this tracker.