Step 1: Open Goal Settings
Navigate to:
Data → Goal Settings
Step 2: Enter Your Annual Business Goals
Input your yearly business targets.
Available Goal Categories:
Revenue Goal
Marketing Spend Goal
Net Income Goal
Leads Goal
Qualified Leads Goal
Appointments Set
Appointments Met
Offers Made
Contracts
Purchases
Properties Sold
Revenue Per Deal
Step 3: Review Revenue Per Deal
The system automatically calculates your Revenue Per Deal based on:
Total Revenue Goal
Number of Properties Sold
Step 4: Review KPI Targets
Based on your goals, REsimpli will automatically calculate the KPI targets required to achieve them.
KPI Metrics Include:
Conversion Rates
Cost Per Lead
Cost Per Offer
Cost Per Contract
Cost Per Sold Deal
Required Marketing Spend
Step 5: Review ROI Targets
The system also calculates your required ROI.
ROI Definition:
ROI measures how much revenue your business generates for every marketing dollar spent.
Step 6: Select KPI Tracking Method
Choose how you want REsimpli to track your KPI and ROI data.
Available Options:
Manual Data Entry
REsimpli Banking Integration
Step 7: Save the Goal Settings
After entering all targets and preferences, save the goal settings.