I would like to suggest improving a pipeline feature within box&dice.

When you enter an appraisal it gives you the option to include ‘expected commission’, ‘expected close date’ & ‘close likelihood’ being: remote (25%) possible (50%) likely (75%) and definite (100%)

I would like this data to be able to be used in line with the business plan function through the staff card.

So in the business planning area where you can see on a monthly basis; budget, actual and variance – I think there should be a ‘potential’ column based on the pipeline information put in at the point of an appraisal.

This ‘potential’ column should be able to take you to a list of the appraisals that have contributed to that particular months ‘potential comm’ and the ‘potential comm’ amount should be pulled from the ‘expected commission’ section under the appraisal. And the month it falls under would be generated by the ‘expected close date’.

I think this would be a very handy prospecting tool for all agents to use.