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Vital Signs Definitions:

Vital Signs FAQ's:

 

 

Vital Signs Definitions

 

The following are the definitions are the field definitions that are used when reporting vital signs values.

 

1.) Contributing Agents

 

This is calculated by totaling agents with the following status combo:

  • KW Status = A and Prod. Status = A
  • KW Status = A and Prod. Status = TA
  • KW Status = A and Prod. Status = R

 

We did not start calculating these status combos for each period for each agent until May 2007.  The MCA will need to make sure that these status combos are up to date each month before transmittal.

 

The goal for this metric is currently the end agent count goal for the current period that was set by the MCA in the goal entry application.  This will change once the goal entry application is set up to accept contributing agent goals.  

 

 

2.) % Cappers

     

This is the number of Full-Cappers divided by the number of contributing agents.  We will be using the same calculation that we have been using on the old scorecards to determine the number of Full -Cappers in the Market Center.  We are looking at the last twelve months worth of production to determine if the associate is a Capper.  If the associate has not been with the company for twelve months, we prorate.  If the associate has been with the company three months or less, he/she is considered a new agent.  The Cap Detail report under Market Center reports on the intranet gives a full
explanation of the calculation and shows each individual associate’s numbers to explain how each person fell into the mix. 

 

The goal for this calculation is a set goal for each phase.

 

3.) Agent Growth

This is a comparison of the number of contributing agents in the current period to the number of contributing agents in the previous period.

 

The goal for this metric is using the Market Center’s goal for total agents for the current period minus their goal for total agents for the previous period.  This will change to use the contributing agent numbers once they are in the goal entry.

 

4.) % MC Prod. – Contracts

This calculation takes the number of contributing associates who had at least one contract written in the period divided by
the total number of contributing agents.  The goal for this metric is a standard set goal for each phase.   

 

5.) % MC Prod. - Listings 

This calculation takes the number of associates who entered at least one new listing in the KWLS for the period compared to the total number of contributing agents.  The goal for this metric is a standard set goal for each phase.

 

6.) % Listing Income

This calculation takes the Listings Sold number from the Income statement and compares it to the GCI.  The goal for this metric is a standard set goal for each phase.

 

7.) Co $ per Agent

This metric is calculating the company dollar as compared to the number of contributing agents.  The goal for this metric is using the goal set by the Market Center for Company Dollar compared to the goal set by the MC for Total Agents.  This will change to use the goal set by the Market Center for contributing agents once the goal entry application is updated.

 

8.) Co $ % GCI

This metric is calculating the company dollar as a percent of GCI.  The goal for this metric is using the Company Dollar and GCI goals set by the Market Center.

 

9.) Exp % of Co $

This metric is calculating the True Expense divided by Company Dollar.  True Expense is calculated as Grand Total Operating Expense minus Federal Taxes minus Other Inside Income.  The goal for this metric is set per phase until we have a True Expense field in the goal entry application. 

 

Refer to the Vital Signs Inside and Outside Income Detail report to view these accounts as they show on your financial statement.

 

10.) Other Out Inc % of Co $

This metric is calculating Other Outside Income as a percent of Company Dollar.  The goal for this metric is a standard set goal for each phase.  The block of account numbers we consider for Other Outside Income are 8-7000 and 8-7269.  Refer to the Vital Signs Inside and Outside Income Detail report to view these accounts as they show on your financial statement.

 

In addition, Total Profit is calculated from Owner Profit plus Profit Share.

 

 

Frequently Asked Questions

 

  • What data is used to create the vital signs report?  We currently pull data from WinMORE and KWLS when we create the vital signs report.
  • Are the Transmittal Coversheet values taken into account when reporting the Vital Signs numbers?  We do not take into account the tyransmittal coversheet data that we receive when reporting our numbers for the vital signs report.  We use only the data in our system that we get from transmittal.

 

  • How can I find out how many of my agents are cappers, ½ cappers, or get the agent mix for my MC?  You can find this information by selecting theReports tab, choosing the vital sign link and then click on the appropriate Scorecard Cap Detail report.

 

  • How is the agent mix for my MC calculated? The Agent Mix for each Market Center is calculated by summing the total company dollar for each agent over a 12 month period.  This summed amount is then compared to the market center's standard company dollar cap.  If the agent has not been with Keller Williams for a full 12 months, the company dollar total is prorated based upon the agents production thus far.  

 

For example, if an agent has been with KW for 4 months and has a company dollar total of $2,000.00, we will take 12 (months) divide by 4 (# months with KW) times $2,000.00.  This agent’s pro-rated company dollar for 12 months would be $6,000.00.  If this company dollar cap is $18,000.00, the agent will be set as a quarter cap agent. ($6,000/$18,000 = .33)  Agents who have been with the company for 3 months or less are considered new.  The Company $ Cap shown in the column below is that set for each agent.  However, the cap level is calculated based on the Market Center's standard cap.  There is a cap detail report in the vital signs section of the reports tab that shows the detail for each associate.

 

  • What are the 10 indicators or “vital signs” that the vital sign report assesses?

Contributing agents
Percent cappers
Agent growth
Percent market center productivity - contracts
Percent market center productivity - listings  
Percent listing income
Company dollar (CO $) per agent
CO $  percent of GCI
Expenses as percent of CO $
“Outside” income as percent of CO $

 

  • How are you calculating the cappers? We are using the same calculation that we have been using on the old scorecards to determine the number of Full -Cappers in the Market Center.  We are looking at the last twelve months worth of production to determine if the associate is a Capper.  If the associate has not been with the company for twelve months, we prorate.  If the associate has been with the company three months or less, he/she is considered a new agent.  The Cap Detail report under Market Center reports on the intranet gives a full explanation of the calculation and shows each individual associate's numbers to explain how each person fell into the mix.