Agents Performance Monthly Review

Review Planning Month
Agent
Unit
Your Review Month
Dear {staffName},

To ensure your annual goals are achieved its important for a review of what was done last month and Project the month ahead. This will allow your manager to ensure you are on the right track ok to exceeds this Months Goals.

At this port you are to log into your Sales Pal under the Performance Managemnt and get ready to update you activities for Last Month.Click HERE to access Salespal Portal

From Your last Commission Statement please advise Last Month Income streams on -

Current Month Income Needs

Please list what was your Ratio . i.e as a new Agent its should be 5 in 1 For leads, 3 in 1 for closing and Fact Finds

	Leads	Calls	Fact Finds	Closing
Ratios

Let's now work out the activities Last Month, this can be extracted from your Agent Portal and should extract the data from your activities for last Month under the performance tab of your SalesPal.

Sales Activities Projections Last Month - Projected (Extracted from your Goals Created Last Month)

	Leads	Calls	Fact Finds	Closing	Income	Apps	API
Projections

Sales Activities Achieved Last Month Taken from Sales Pal

	Leads	Calls	Fact Finds	Closing	Income Earned	Apps	API
Achieved

Dear {agentName86},

Lets Review Last Month's Performance

Dear {agentName86},

Your Adjusted Performance this month from the data and adjustments made are as Follows

Activities Needed	Leads	FF	CI	Income
Projections Monthly	{leadsNeeded}	{factFinds270}	{closingInterviews}	{soTotal}

PERSONAL DEVELOPMENT
{agentName86},

Lets now deal with your personal Development, Lets Hear what was done last Month?
CPD,s Completed this Month

Thank You!
{agentName86}

As you conclude this form, we'd like to thank you for your dedication and commitment. Remember, your journey with us is not just about achieving targets; it's about growing professionally and personally.

We are here to support you every step of the way. Let's make this year a remarkable one, filled with success, growth, and fulfillment. Looking forward to an incredible journey together!

Ricky Rampersad

Branch Manager
This Serves to confirm that I have taken the time to review and understand what is expected of me as Fill time agent and will ensure I will give my best to ensure this year I achieve all of My goals.

Clear
Agent Name
Date

MonthDayYear
Date
DATA
Leads Weekly
Fact Find Weekly
Closing Weekly
Apps Weekly
Income Needs Weekly
API Weekly
Kerwyn Email
example@example.com
Akaash Email
example@example.com
Gary Email
example@example.com
Ricky Email
example@example.com
Year
How Many New Leads did you have last Month?
You stated earlier this Month’s Income Needs are
Lead Ratio
FF Ratio
CI Ratio
Email
example@example.com
Agent Monthly Review
Should be Empty:

Review Planning Month