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Well-set goals are the foundation of achievement. Learn how to create goals that motivate you and lead to real results.

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Creating a New Goal

1

Go to Goal Planning

Navigate to Goal Planning from the main menu
2

Click New Goal

Click the + New Goal button
3

Choose Goal Type

Select the category:
  • Production (transactions, volume, income)
  • Activity (calls, meetings, showings)
  • Marketing (content, engagement, leads)
  • Personal (learning, development)
4

Define Your Target

Enter the specific number or outcome you’re aiming for
5

Set Timeline

Choose when you want to achieve this goal
6

Add Details

Describe why this goal matters and how you’ll achieve it
7

Save

Click Create Goal

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SMART Goals

The best goals are SMART:
ElementDescriptionExample
SpecificClear and well-defined”Close 24 transactions” not “Sell more homes”
MeasurableHas a number to track”24 transactions” can be counted
AchievableChallenging but realisticBased on past performance and market
RelevantAligned with your bigger visionSupports your income and career goals
Time-boundHas a deadline”By December 31, 2024”

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SMART Goal Examples

Weak: Increase my sales SMART: Close 24 residential transactions totaling $8 million in sales volume by December 31, 2024
Weak: Make more calls SMART: Have 15 meaningful conversations with leads and past clients every week throughout Q1
Weak: Post more on social media SMART: Publish 5 pieces of content per week on Instagram and Facebook for the next 90 days
Weak: Make more money SMART: Earn 150,000ingrosscommissionincomebyfocusingonthe150,000 in gross commission income by focusing on the 400K-$600K price range this year

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Goal Categories in Detail

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Production Goals

Focus on results:
  • Transactions - Number of deals closed
  • Volume - Total dollar value of sales
  • Income - Commission earned
  • Listings - Properties listed for sale
Tip: Start with your income goal, then calculate backward to determine transactions needed.

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Activity Goals

Focus on actions:
  • Calls - Conversations with contacts
  • Appointments - Meetings scheduled
  • Showings - Properties shown to buyers
  • Open Houses - Events hosted
  • New Contacts - People added to CRM
Activity goals are leading indicators. If you hit your activity goals, production goals follow.

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Marketing Goals

Focus on visibility:
  • Content created - Posts, videos, emails
  • Engagement - Likes, comments, shares
  • Followers - Audience growth
  • Leads generated - New inquiries from marketing

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Personal Development Goals

Focus on growth:
  • Training - Courses and certifications
  • Reading - Books and articles
  • Networking - Industry connections
  • Skills - New capabilities developed

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Breaking Down Goals

Turn big goals into daily actions:

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Annual to Daily

Example: 24 transactions per year
TimeframeTarget
Year24 transactions
Quarter6 transactions
Month2 transactions
Week1 transaction every 2 weeks

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Calculate Required Activity

To close 2 deals per month, you might need:
StageCount
Appointments8 per month
Leads20 per month
Contacts100 per month
This means roughly 25 contacts per week or 5 per day.

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Add to Goal Planning

1

Open Your Goal

Click on the goal you want to break down
2

Add Milestones

Click Add Milestone for monthly/quarterly targets
3

Create Supporting Goals

Add activity goals that support your production goal
4

Generate Daily Tasks

Click Create Daily Tasks to add routine items

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Tracking Progress

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Goal Dashboard

Your Goal Planning dashboard shows:
  • Current progress toward each goal
  • Pace indicator (ahead, on track, behind)
  • Time remaining
  • Recent activity

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Progress Updates

Update your progress:
  1. Open the goal
  2. Click Update Progress
  3. Enter your current number
  4. Add notes if helpful
  5. Save
Update your goals at least weekly. More frequent updates help you catch problems early.

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Visual Progress

See your progress visually:
  • Progress bar - Percentage complete
  • Trend line - Pace over time
  • Projection - Estimated end result based on current pace

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Adjusting Goals

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When to Adjust

Consider adjusting if:
  • Market conditions changed significantly
  • Personal circumstances shifted
  • You’re consistently way ahead or behind
  • The goal no longer aligns with your priorities

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How to Adjust

  1. Open the goal
  2. Click Edit
  3. Modify the target or timeline
  4. Add a note explaining the change
  5. Save
Adjusting goals isn’t failure—it’s smart management. Better to have a realistic goal than an ignored one.

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Goal Templates

PULSEIntel PRO includes goal templates:

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New Agent Template

Focuses on building foundation:
  • Lead generation activities
  • Skill development
  • Building sphere of influence
  • First transactions

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Growth Template

For agents looking to level up:
  • Increase production
  • Improve conversion rates
  • Expand marketing
  • Build team

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Top Producer Template

For high-volume agents:
  • Maintain production
  • Optimize efficiency
  • Develop leverage
  • Create systems
Access templates when creating a new goal.

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Best Practices

Connect goals to your bigger purpose. Why do you want to close 24 deals? What does that income enable in your life?
Goals that are written down are far more likely to be achieved. Use Goal Planning consistently.
Check your goals weekly. A goal you never look at isn’t really a goal.
Acknowledge progress along the way. This maintains motivation for the long haul.
You can’t control whether a deal closes, but you can control your activity. Focus on activities first.