Track Market Center Goals Progress in Command MC (Regional Leadership)

In Command MC, regional leaders who have access to the Reports applet are able to view goals set by the Market Centers in their region. 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.

Once goals are set, the regional leadership team can view the goals progress for each individual Market Center, in the region, viewing how they are progressing, comparing the actual metrics to commitment and stretch goals for the year, quarter and month.

To track Market Center Goals progress for each Market Center in the region, using Command MC:

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, click your name, at the top right of the page, and ensure the your regional profile is selected.

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

Report Views and Timeframe 

Market Center Selector - as a regional leader, you have the ability to view the goals and progress for each Market Center in your region. Use the Market Center drop-down, next to the Review MC Goals button, to switch between Market Centers on the report.

Month Selector - across the top of the report, you have the ability to click through each month to see that month's progress. It will also update the quarter you are viewing, when you need to track quarterly numbers.

Stretch Goals Toggle - use the toggle labeled "Show Stretch Goals" to switch between comparing progress with a Market Center's Commitment Goals and Stretch Goals. If the toggle is turned on, you will be comparing the progress against Stretch Goals.

Month-to-Date (MTD) Tracking - For each category, you will see metrics for Month-to-Date (MTD), showing the Market Center's progress vs the monthly goal (quarterly goal/3). If the actuals and/or the percentage of the goal completed is shown in green, that Market Center has exceeded their goal for that metric.

• In the example above, you see 8 (actual R2 appointments logged for that month) / 6 (monthly goal of R2 appointments) and 133% (the percentage of the goal completed).

Quarter-to-Date (QTD) Tracking - For each category, you will see metrics for Quarter-to-Date (QTD), showing the Market Center's progress vs the quarterly goal. The month you select determines which quarter you are viewing progress for. If the actuals and/or the percentage of the goal completed is shown in green, that Market Center has exceeded their goal for that metric.

• In the example above, you see 15 (actual R2 appointments logged for that quarter) / 18 (quarterly goal of R2 appointments) and 83% (the percentage of the goal completed).

Year-to-Date (YTD) Tracking - For each category, you will see metrics for Year-to-Date (YTD), showing the Market Center's progress vs the yearly goal. If the actuals and/or the percentage of the goal completed is shown in green, that Market Center has exceeded their goal for that metric.

• In the example above, you see 23 (actual R2 appointments logged for that year) / 18 (yearly goal of R2 appointments) and 29% (the percentage of the goal completed).

Categories and Tracking

Appointments

The report tracks appointments based on the first appointment that was logged in the recruit card, in Command MC. Subsequent appointments logged for the same recruit do not count toward this metric, in the Goals report.

• When the first appointment is logged for a recruit, it may take up to an hour for that to reflect in the report.

R2 Appointments Held - the first recruiting appointment where the Date Conducted is within the selected period (MTD, QTR, YTD), and the recruit is designated as an R2.

R1 Appointments Held - the first recruiting appointment where the Date Conducted is within the selected period (MTD, QTR, YTD), and the recruit is designated as an R1.

Total Appointments Held - R2 Appointments Held + R1 Appointments Held.

Joined

The report tracks Joined metrics based on when Recruit cards are moved to the Joined stage, in the Committed phase of the Recruit pipeline, in Command MC. There is no editable field for the recruit's actual join date, so the backend of the system tracks the date the Recruit card is actually moved to that stage of the pipeline. 

• When a Market Center moves a recruit to the Joined stage, of the Committed phase, the system will prompt them to enter their KWUID, which is generated when they make them active in WinMORE.
• When the recruit is moved to the Joined stage, it may take up to an hour for that to reflect in the report.
  • • There is no way to backdate when a Recruit card is moved to the Joined stage, so it's important that a Market Center be purposeful in moving recruits to this stage as soon as they are added to WinMORE.

R2 Associates Joined - the date the R2 recruit is moved to the Joined stage, within the Committed phase, within the selected period (MTD, QTR, YTD).

R1 Associates Joined - the date the R1 recruit is moved to the Joined stage, within the Committed phase, within the selected period (MTD, QTR, YTD).

Total Associates Joined - R1 Associates Joined + R2 Associates Joined, within the selected time period (MTD, QTR, YTD).

Net Growth

The Total Removed and Total Net Growth metrics, in the MC Goals report, are tracked differently from Associates Joined. While the Joined metrics are pulled from actions taken in the Recruit pipeline, in Command MC, the Net Growth metrics are updated based on actions taken in WinMORE. As leaders create associate records in WinMORE, the system is tracking Growth when an associate is entered in WinMore (or transferred) and given the "A" (Active) status. For Total Removed, the system is tracking when that "A" status is removed.

• Metrics from WinMORE are updated once a month, after the first few days of the month have passed. When the "A" (Active) status is added to or removed from an associate, that change is not reflected in the MC Goals report until around the 10th of the following month.

Total Removed - in WinMORE, the total count of associates with an "A" (Active) status that had the "A" status removed, in the given period (MTD, QTD, YTD).

Total Net Growth - in WinMORE, the change in the total number of associates with an "A" (Active) status, in a given time period.

Projections

The report tracks Projections metrics based on the Projected to Join date, in the General Information section of a Recruit card. As this date can fluctuate based on the situation, this date can be changed for any recruit until they are officially counted toward the Joined metric (see the Joined section above for more info on this).

• When the Projected to Join date is edited for a recruit, it may take up to an hour for that to reflect in the report.

R2's Projected to Join - total number of R2 recruits with a Projected Join Date within the selected period (MTD, QTR, YTD).

R1's Projected to Join - total number of R1 recruits with a Projected Join Date within the selected period (MTD, QTR, YTD).

Total Projected to Join - R2 Projected to Join + R1 Projected to Join, within the selected period.

Profits

The report tracks profit metrics based on information from submitted KW Financial Statements. It is recommended that a Market Center submits their KW Financial Statement once a day, but it is not technically required. The more frequently a Market Center submits their KW Financial Statement, the more frequently this section of the report will update.

• The profit metrics update daily, around 11am CST. So, if a Market Center submits their KW Financial Statement, those numbers will reflect in the report around 11am CST, the next day.
• If a Market Center waits for transmittal to submit a month's worth of production, in a submitted Financial Statement, the Profits section of the report will only update once that month.
• If a Market Center submits a Financial Statement everyday, the report will update daily and will more accurately reflect the financials for that month.
• If you want to review the last time Market Centers in your region submitted their KW Financial Statement, access the Current Financial Submissions report.

Company Dollar (CO$) - Paid on GCI minus Cost of Sales. The money that the Market Center has left to pay expenses, make a profit, and profit share. 

Owner Profit - The profit left for the owner after Profit Share has been subtracted and before estimated
federal income tax has been added back in. 

Profit Share - The portion of the Total Profit that is shared with KW associates and leadership who help
grow the company.