As we approach the final stretch of the year, it's essential to reflect on the goals we set back in January and ensure we are on track for success. To help you gauge your progress and make data-driven decisions, we recommend reviewing two key areas: the My Metrics report from your Pipeline page and the Income Summary, located at the top of your Pipeline page.

The My Metrics report provides a comprehensive overview of your performance for any date range, utilizing intuitive graphs and charts to visualize your progress. To learn more about this report, and other agent reports available to you, visit our Agent Reports page on our Support site.

In addition to the My Metric report, we strongly advise reviewing your Income Summary. This invaluable section serves as an effective forecasting mechanism for the remainder of the year. A detailed explanation of where each of the numbers come from is available by using the Cash Flow view on your Pipeline page. 

We're here 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.