Business Planning Blueprint

Set Your Annual Goal

When you first open the planner, enter your name to get started. Then set your annual closes goal in the dark bar at the top — the planner distributes it across quarters automatically based on your chosen market pattern. The default is Standard (17.5% Q1 / 32.5% Q2 / 32.5% Q3 / 17.5% Q4), reflecting a typical spring/summer peak market. You can change the distribution anytime in ⚙ Settings.

Add Clients to Each Quarter

Click + Add client at the bottom of any quarter card and type their name. Add as many as you like — going beyond the target is encouraged. A full pipeline always beats a lean one. Quarter cards deepen in color as clients fill in and turn gold 🏆 when you hit that quarter's closed goal.

Client Details — Status, Type, Source, Price & Commission

Click any client name (or the ▾ chevron) to expand their detail panel. Click anywhere outside to collapse it. The name color always reflects their current status at a glance.

Status

• Prospect — in conversation, not yet active
• Active Buyer/Seller — actively working together
• Under Contract — deal in progress
• Closed — transaction complete

Detail Fields

• ·
  Type — B (Buyer) or S (Seller). Tap again to clear.
• ·
  Lead Source — where this client came from. Tap again to clear. Fully customizable in ⚙ Settings → Lead Sources.
• ·
  Commission — optional dollar amount. When entered, a Projected GCI block appears in the Pipeline Snapshot showing Closed actual vs. Pipeline projected GCI.
• ·
  Price — enter the Pending price when going under contract, then confirm or adjust the Sold price at close.

Duplicate Client

Working a multi-unit listing or builder relationship? Click ⧉ Duplicate client at the bottom of the detail panel, choose how many copies you need (up to 20), and the planner creates numbered copies — e.g. "Smith Development 1" through "Smith Development 6" — each inheriting the same status, type, source, commission, and price. Every copy counts as its own transaction toward your annual goal.

Move Clients Between Quarters

Grab the ⠿ handle on the left of any client row and drag it to a different quarter when their timeline shifts. All their details — status, type, source, and commission — move with them.

Pipeline Snapshot

The panel below the quarter cards gives you a live view of your full pipeline. It includes:

• Progress bars — per-quarter breakdown by status (Closed / Contract / Active / Prospect)
• Summary chips — total counts for Closed, Under Contract, Active, Prospects, and Year Total vs. Goal
• Lead Sources — which channels are producing, sorted by volume (hidden until data exists)
• Buyer / Seller Mix — visual bar showing your split (hidden until data exists)
• Projected GCI — combined total with a Closed vs. Pipeline split (hidden until commissions are entered)

Everything updates in real time as you add and tag clients.

Quarter Rollover

When a new quarter begins, if you fell short of the prior quarter's target a banner appears offering to roll the gap forward. Confirm and the shortfall carries into the next quarter automatically — your annual goal stays the same and the remaining quarters rebalance. Dismiss if you'd rather leave the numbers as-is.

Prior Year Panel

The Prior Year panel appears below the Pipeline Snapshot once at least one prior year has been archived. It has two tabs:

• Summary — goal vs. actual (green if you beat it, red if you missed), quarter-by-quarter progress bars, and a lead source breakdown showing which channels performed best that year.
• Clients — full read-only client list grouped by quarter, with status, Buyer/Seller, source, and commission badges wherever recorded.

If multiple years are archived, year tabs appear at the top to switch between them. On January 1st, the planner automatically archives the current year and prompts you to select which Active and Under Contract clients to carry forward into Q1 of the new year — you choose, then confirm.

For your first year using the planner, go to ⚙ Settings → Prior Year Data to manually enter past results (year, annual goal, actual closes, and per-quarter breakdowns).

Settings

Click ⚙ Settings to customize three areas:

• Quarterly Distribution — pick a market preset (Standard, Spring-Heavy, Summer-Peak, Year-Round) or dial in Custom percentages per quarter. The four percentages must add up to 100%.
• Lead Sources — add your own source types, remove ones you don't use, or reset back to the 8 defaults. Any source you remove that's already assigned to a client will show as "Unknown" in the Pipeline Snapshot until reassigned.
• Prior Year Data — manually enter a past year's results: year, annual goal, actual closes, and per-quarter actuals. Year must be in the past.

Print / Save PDF

Click 🖨 Print / PDF ▾ to choose your report format:

• 📄 1-Page Summary — bell curve + full client list per quarter. Choose portrait or landscape in your browser's print dialog.
• 📋 Full Report — same page 1, plus the Pipeline Snapshot (progress bars, summary chips, lead sources, and buyer/seller mix) on page 2.

The Prior Year panel and New Year modal are hidden from print automatically.