Set/Edit Your Market Center Goals (Market Center Leadership) – KWMCAngel

In Command MC, Market Center leaders who have access to the Reports applet are able to set Market Center goals for the year. The goals for each quarter in the new year are meant to be entered at the end of the current year, but before the start of each quarter they can be reevaluated and even changed if necessary. Also, these goals will be locked at the start of each quarter, with specific due dates being displayed from within the tool. The goals set for each quarter will be calculated based on the percentage entered in the tool. The tracking of these Market Center goals will be coming soon.
There are two types of goals that need to be entered for a Market Center:

Commitment Goal - The number that the market center is confident they can deliver for the year. This would be tied to the market center budget.
Stretch Goal - What the market center aspires to achieve. This would be tied to the market center's GPS.

This includes commitment and stretch goals for things like:

The number of appointments held with R1 and R2 recruits
The number of R1 and R2 recruits expected to join the Market Center
The net number of associates that are expected to be added to the Market Center
The amount of company dollar expected to be collected by the Market Center
The amount of KW Owner profit the market center expects to receive
The amount of Profit Share expected to be paid by the Market Center

R1 (Red One) - recruits who closed 0-7 units in the last 12 months.

R2 (Red Two) - recruits who closed 8+ units in the last 12 months.

To set goals for your Market Center:

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click Command MC, at the top of the page.

3. If you have Regional and Market Center roles or have leadership roles in multiple Market Centers, click your name, at the top right of the page, and ensure the correct Market Center profile is selected.

4. Click the Reports icon, , on the left sidebar.

5. At the top right of the page, click Set Goals.

At the top of the report, you will see the goal setting due dates for the year. The goal fields will be locked once these dates have passed.

Market Center Annual Goals

1. At the top of the page, select the year you want to set/edit goals for.

2. Enter the Commitment and Stretch Goals for each category on your screen.

Commitment Goal - The number that the market center is confident they can deliver for the year. This would be tied to the market center budget.
Stretch Goal - What the market center aspires to achieve. This would be tied to the market center's GPS.

Market Center Quarterly Percentage Goals

1. Next, set the quarterly goals by entering the percentage of the yearly goal that you would like to meet that quarter for each category.

The percentage entries for each quarter will total up into a complete percentage for the year which will be displayed in the Total % Q1-Q4 field. The total percentage can add up to 100%, but does not have to be exactly 100%. It can be more than 100% or less than 100%. If the total year percentage is below 100% it will be displayed in red but that will not prevent you from saving the goals.

2. The Commitment and Stretch Goals, for each quarter, will be calculated based on those percentage entries.

Save

1. Click Save when finished.

These goals can also be partially saved and revisited later, just be sure have the quarterly percentage goal(s) set before the deadline.

2. After the goals have been saved, there will be a timestamp displayed stating when the goals were saved and who they were saved by. The time will be displayed in Central Daylight Time, with the date displayed in a day/month/year format.

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