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Reports, goals and teams

Know how you're doing, who's ahead and where to help

A report for every area of your business, sales goals by advisor, team or office that move on their own with every recorded sale, and a built-in Academy to train whoever needs it.

A report for every area of your business

Tasks, Opportunities, Sales, Teams, Commissions, Social inbox, AI assistants, Inventory, Requests, Marketing, Academy and Credit usage, plus «My performance» for every advisor. Each person sees the sections their role may read.

Goals that move on their own with every sale

Set a goal for an advisor, a team, the whole sales force or the office, per month, quarter or year, in amount or units, on what is reserved or signed. Progress is calculated from the recorded sales, with no spreadsheets, and a pace mark tells you whether the goal is ahead or behind.

Waiting until month-end to find out if your team will hit its goal?

With Linker Estate every goal shows its progress from the recorded sales, you know who is behind and you enroll them in the course they need.

Teams with their leader, and each leader with their view

Organize your advisors into teams, each with its leader. The leader follows their team's sales and activity; sales management sees the whole company. If the leader earns a share of each commission, it is calculated on its own on every sale.

The Academy trains your team inside the platform

Build courses with video, text, PDF or audio lessons, assess with quizzes and issue a certificate with a verification code at the end. Whoever runs the Academy enrolls one person or a whole team.

The cycle of sales leadership

Three steps that repeat every period, with the figures always up to date.

  1. You set the goals

    Define the period's goal for each advisor, team or office, with the reason for that figure for whoever receives it.

  2. You follow the progress

    The reports and each goal's pace mark tell you who is ahead and who is behind, without waiting for the month to close.

  3. You train whoever needs it

    Enroll the advisor in the Academy course they need and follow their progress all the way to the certificate.

Profiles and teams

Sales leadership at every scale

Take command of your sales and surpass your goals

In a guided session we'll show you how to set up your reports, your sales goals and your Academy courses.

Request a demo

Leave us your details and we'll write to you to schedule it at the time that suits you best.