all right guys CT 2024 is ready so you guys can start doing your business planning right now I do want to show you some of the features that we have added some massive updates for 2024 one of the main things you're going to find right away on your homepage is your new kpi board which allows you to quickly grab numbers from any month any time frame of the year so if I want to look at what we did in the first quarter of the year I just click on that it's going to go in and
grab all of my first quarter of the Year numbers from appointments all the way down to my PR profit so if I want to look at what happened in April I just simply click on that it's going to go in there and grab all of that data I can look at this month what's going on this month I can look at mid year how did we track through mid year this year or year-to date or this year so all of your numbers are one click away right on your homepage now with this new kpi dashboard
and then we also added in a new feature in the dashboard making this a lot more visual so all of your numbers here and and this allows you to change to anybody that you want on your team as well so pull up all of their numbers from units with projections all of their kpis right here in the middle how are they tracking with gold progress you can easily see that now the other thing we did as well is inside of um my business we added in a seasonality button for you guys to quickly access we've
always given you the ability to change your seasonality but we've made it much more Visual and easy to adjust on the fly so if I jump to my seasonality based off of my goals I put in so I can set my seasonality for my closed and also for my um lead genen activities so I'm going to focus on the closed right now we are looking for I set it at 4% it'll actually show you what you actually did so if you want to go in and adjust your goals on the Fly because maybe you didn't
hit a particular month goal you can adjust this so okay we only did our actual seasonality in February was 3.6 so I'm going to change February to 3.6 now I need to add that to a remainder of the month cuz right now I'm sitting at 98% so I need to add that additional seasonality to make up for those goals so if I don't hit a particular goal in a uh in a month I can adjust my goal seasonality to match what I did and then I'm going to have to add that into a future month
to make sure that I hit my goals but it'll show you all of your goals from units to profit so you can see what you're actually at your goal and then where you're at accordingly and then each month as well visually on here and then you can see the detailed numbers here so units actual your projections and then your differential so all of that is on there as well um another thing we did is we uh updated your pipeline so if you guys are using the pipeline feature we have a brand new pipeline in here
much simpler to use and much uh more visual we've added a bunch more in here there's little nuggets you guys are going to find as you go through it but again right now the the whole thing is is on the business plan to go in there and do your business planning for 2024 set your goals and we will merge all of your data at the end of the year there will be a button that pops up to merge all of your data so we will take care of all of that and if you have any
customization we will be doing all of that customization as well
