
Learn to understand your Income Summary
There are only 16 weeks left in 2023 and we want to share a helpful tool that can give you a clearer view of your earnings and potential income for this year. It's the Income Summary box, and it's right there on your Pipeline page. This tool lets you track your earnings for the year and gives you an idea of what you could earn from the deals currently in your pipeline.
To get the best out of the Income Summary, remember to adjust the filters as the year goes on. Because we are nearing the end of the year, you might consider raising the Chance of Closing to a higher percentage for a more accurate picture.Wondering how the numbers are calculated? Don't worry, we've explained each of them in our Income Summary tutorial. This way, you can easily understand the meaning behind each dollar amount.
Need any help or have questions about using the Income Summary? Feel free to reach out to our support team. We're here to make sure you're making the most of it and to help you be successful! Check out our new Agent Training Videos for a quick refresher on Pipeline transactions and our Outlook plug-in.
We also encourage you to join us for our monthly review calls! No RSVP is ever required - just join! Times, dates, and links can be found here.
If you have any questions or need assistance, please contact us at support@realcoreapps.com.