Setting and monitoring goals is a crucial practice for individuals or companies (big or small). It provides a roadmap for success and helps ensure that efforts are aligned with desired outcomes.
To set goals and monitor your team's work:
Log in to your DealMachine account on the website or the app.
Click the DealMachine icon on the upper left corner of the page. If you are on the app, tap More and tap Dashboard.
Scroll down and you should see the Analytics section.
This section is where you can set your goals. You can move the slider to adjust the number and your monthly goals showing on the right side will automatically adjust.
You can choose to change the timeline between 4 weeks, month-to-date, year-to-date, and custom to select a timeframe.
Add more filters to your view to see a more granular chart.
More charts to see your team's numbers from a bird's-eye view.
Switch from different charts: Leads Added, Mail Sent, Profit (updating soon), Total Investment (updating soon).
We are going to build a better Analytics section soon! Watch out for that update. 😊