CustomerName:______________________________________________________________________

QUARTERLYREVIEW
Every ninety days, we have to take the time to accumulate, indepth, and analyze, indepth, what has
happenedinourbusiness.Theeasiestwaytodothisistotakeseveralhours,ifnecessary,andputall
the appropriate numbers together so we can make logical decisions, instead of emotional decisions,
regarding what we have to do next. As difficult as the following is, we need to accumulate these
numberssowecanmoveforwardwithourbusinesstothelevelofproductivitythatitshouldbe,sowe
canassistyouincreatingtheprofitthatyouwantandyoudeserve.
20______
1. Transactiongoalfor20______is

_________

2. Listinggoalfor20______is

_________

3. Totallistingappointmentsfirstquarter

_________

4. Totallistingstakenfirstquarter

_________

5. Totallistingssoldfirstquarter

_________

6. Totalbuyersalesfirstquarter

_________

7. Totalof#sin5and6equals

0
_________

8. Firstquarterequals______%of20______goal

_________

9. Totalclosingsinthefirstquarter

_________

10. Totalincomefirstquarter

_________

11. WhatdidIdoexceptionallywellinthefirstquarter?

12. Howdoesthefirstquarterofthisyearcomparetothefirstquarteroflastyear?

13. Whatdidnotdowellinthefirstquarter?

14. WhatthreeorfourthingsdoIhavetodointhesecondquartertomakesureI
achievethegoalIveset?

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CustomerName:______________________________________________________________________
15. Thebiggestthingthatwillstopmefromachievingmysecondquartergoals is

16. Iprospected____hoursperdayinthefirstquarterforatotalof_____hours.

17. Imade_____contactsperdayduringthefirstquarterforatotalof_____contacts.

20______
18. Mycontactsperhourequal

_________

19. Mycontactsperappointmentequal

_________

20. Mycontactsperlistingstakenequal

_________

21. Mycontactsperlistingssoldequal

_________

22. Mycontactspercloseddealequal

_________

23. Mytotalhoursprospectingperlistingstakenequals

_________

24. My total hours prospecting per closed deal equals

_________

25. Myprospectingincomeperhourbasedondealsclosedequals

_________

26. Mylistingappointmenttolistingstakenratiois

_________

27. Mytotallistingsexpiredinthefirstquarteris

_________

28. Mytotallistingscancelledinthefirstquarteris

_________

29. Totalpricedeductionstakenduringthefirstquarter

_________

30. Totaldealsfellapartduringfirstquarterequal

_________

31. Presentpendingsendoffirstquarter

_________

32. Presentinventoryatendoffirstquarter

_________

33. Totaldaysworked

_________

34. Baseduponthisreview,Iamprobablygoingtoendupwith_____ dealsclosed fortheyear.

(800) 448 0647

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The Mike Ferry Organization

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CustomerName:______________________________________________________________________

Ifthisprocessisextremelydifficultforyou,ittellsmeseveralthings:
1. Youprobablydontknowwhereyourbusinessiscomingfromorwhyyouaregettingit.

2. Youareprobablybuyingalotmorebusinessthanyourealizeand/orarewillingtoadmitto.

3. Youareprobablyearningsubstantiallylessprofitpertransactionthanyoushouldbe.

4. You are probably becoming frustrated, and at times, even somewhat angry with both yourself and
withme,becausewekeeptryingtotakeyouthroughthisprocess.

______ Quarter Plan

Month

Days Worked

Listing Appts.

Listings Taken

Listings Sold

Buyer Sales

Closings

Totals:

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