Sisu provides the tools to drive you towards achieving your goals - but that doesn't do much good if you've set the wrong baselines.

As a team leader or broker/owner, you're responsible for setting the standard for your team.  We call these baseline goals.  They give each agent a point of reference for their performance, and allow you to easily gauge the overall performance of your team. 📈

Establishing Your Team's Baseline Goals

Ideally, every team would have goals based on historic performance—but this is difficult if you haven't been tracking your numbers for long. 

We created a calculator that will help you quickly set some basic team goals.  The calculator uses some standards that we've identified in the industry.  As time goes by, you'll be able to dial in exactly what goals your team needs.  

Goal Calculator

(Note - the results of the calculator don't currently configure the goals in Sisu.  You will have to do that manually as described in the video.)

Entering Team Goals Into Sisu

The below video shows you how to enter these goals into Sisu.  Additionally, an agent can set their own individual goals in a similar same process, but as an admin, you will be able to set them for the team as well as any of the agents (just change the scope).

So, a quick recap. You need to set all of the following:

  1. Yearly goals for your team
  2. Yearly goals for each of your agents
  3. Monthly goals for your team
  4. Monthly goals for each of your agents

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