Compass: your GCI goal and your pace

Open Compass from the Growth section of the sidebar. The first screen is the leaderboard: every active agent for the year you pick, sorted by closed commission, with their goal beside it. Click a name to open that person's scorecard.

Set a goal

1. Open Compass, then click an agent to open their scorecard.
2. Click Set goal (or Edit goal if one exists).
3. Enter the yearly commission goal in dollars. Units and listings are optional.
4. Optionally enter daily habit targets: calls per day, conversations per day, appointments per week.
5. Save. One goal is stored per agent, per year.

What the numbers mean

• Closed this year: commission on your transactions with a status of closed and a close date inside the year. REHL uses the commission amount on the transaction, or the contract price times the commission rate when no amount was recorded.
• On pace: your closed commission against the share of the year that has already gone by. 100 percent means you are exactly on schedule.
• Pipeline forecast: your open deals, each weighted by how likely that stage is to close. Under contract counts for more than a draft.
• Projected year end: closed so far plus the weighted forecast.

The daily habit numbers

If you set calls, conversations, or appointment targets, the scorecard pairs each one with what you actually did over the last 28 days and shows the gap. Those actuals are counted from the work you log on leads, not from anything you type into Compass, so they stay true whether or not you keep a tracker.

• Calls: every dial you log, answered or not. A voicemail was still a dial.
• Conversations: an outbound call you marked as reached, any inbound call, or a meeting. Email and text do not count here.
• Appointments: a meeting or a showing.