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1st Class SD|NORTH
SD|North  ·  Module 1 of 3

Pipeline|Planning Tool

Know your numbers. Enter your income goal and current database to see exactly what it takes to get there.

1
Your Income Goal
We calculate the closings and GCI you need this year.
$
$
%
%
2
Your Current Database
Tell us what you are working with today.
◆ Met Contacts
Past clients, friends, family. Yield: 10%/yr
◆ Haven't Met
Leads, farm, sign-ins. Yield: 2%/yr
Total
250
Proj. Closings
Proj. GCI
Proj. Net
Your Action Plan
Closings Needed
to reach goal
On Track
current database
Closing Gap
still needed
🎉 You are already on track. Your database is projected to meet or exceed your income goal.
Two Ways to Close the Gap
Lever 1 — Convert
Move Haven't Met contacts into your Met database.
Lever 2 — Add
Net-new contacts needed.
Recommended Path
GCI Needed
Per Closing
Per Month
Save Your Results
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