Berkshire Hathaway HomeServices · Jordan Baris Realty
My Monthly Scorecard
Log this month's actuals against your plan targets, spot where you're on track, and set next month's focus with your manager.
Start by clicking Load My Plan and selecting the plan file you saved when you submitted your business plan — your monthly targets fill in automatically. You can adjust any target by hand.
Your #1 Focus This Year
Revisit this every month — it's your big rock. Is what you're doing this month moving it forward?
Who & When
This Month
Tip: use Load My Plan to auto-fill your monthly targets from your submitted business plan. You can also adjust any target by hand.
Manage & Measure
Targets vs. Actual
Metric
Monthly target
Actual
Progress
Status
Daily Discipline
The 5/5/4 This Month
Conversations logged toward the daily 5/5/4 (5 you know · 5 you don't · 4 follow-ups).
