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Report","\u002Freports\u002Fyear-over-year-report","9.reports\u002F7.year-over-year-report",{"title":433,"path":434,"stem":435},"How to Use Leaderboards","\u002Freports\u002Fleaderboards","9.reports\u002F8.leaderboards",{"title":437,"path":438,"stem":439},"Company Dashboard (Vital Signs)","\u002Freports\u002Fdashboard","9.reports\u002F9.dashboard",[441,745,906,1317,1451,1642],{"id":442,"title":12,"body":443,"category":733,"description":734,"extension":735,"icon":736,"meta":737,"navigation":738,"path":13,"seo":739,"stem":14,"tags":740,"__hash__":744},"content\u002F0.getting-started\u002F1.quick-start-guide.md",{"type":444,"value":445,"toc":721},"minimark",[446,451,455,459,485,489,492,506,509,513,566,573,577,606,612,616,654,660,664,667,687,693,697,700],[447,448,450],"h2",{"id":449},"overview","Overview",[452,453,454],"p",{},"ClarityNOW helps real estate professionals track pipelines, transactions, expenses, daily activities, and performance metrics — all in one place. This guide walks you through the essential steps to set up your account and start using the platform.",[447,456,458],{"id":457},"step-1-log-in-for-the-first-time","Step 1: Log In for the First Time",[460,461,462,474,477],"ol",{},[463,464,465,466,473],"li",{},"Go to ",[467,468,472],"a",{"href":469,"rel":470},"https:\u002F\u002Fclaritynowre.com",[471],"nofollow","claritynowre.com",".",[463,475,476],{},"Log in with the credentials provided in your invite email.",[463,478,479,480,484],{},"If you don't have an invite, click ",[481,482,483],"strong",{},"Register"," to create a new account.",[447,486,488],{"id":487},"step-2-complete-onboarding","Step 2: Complete Onboarding",[452,490,491],{},"After your first login, the onboarding wizard walks you through two steps:",[460,493,494,500],{},[463,495,496,499],{},[481,497,498],{},"Business Information"," — Enter your contract length, ramp up period, and days on market.",[463,501,502,505],{},[481,503,504],{},"Team Setup"," — Configure your team structure and invite members.",[452,507,508],{},"Complete both steps to unlock the full platform experience.",[447,510,512],{"id":511},"step-3-set-up-your-economic-model","Step 3: Set Up Your Economic Model",[460,514,515,521,563],{},[463,516,517,518,473],{},"Navigate to ",[481,519,520],{},"Business Planning > Economic Model",[463,522,523,524],{},"Enter the following:\n",[525,526,527,533,539,545,551,557],"ul",{},[463,528,529,532],{},[481,530,531],{},"Net Profit Goal"," — Your target annual net profit.",[463,534,535,538],{},[481,536,537],{},"Average Sale Price"," — Typical transaction sale price.",[463,540,541,544],{},[481,542,543],{},"Average Commission"," — Your expected commission percentage.",[463,546,547,550],{},[481,548,549],{},"Conversion Rates"," — Rates from leads to appointments to contracts to closings.",[463,552,553,556],{},[481,554,555],{},"Cost of Sale"," — Broker fees, franchise fees, referral fees, and team splits.",[463,558,559,562],{},[481,560,561],{},"Seasonality"," — Distribute your annual business volume across Q1 through Q4. The four quarters must total 100%.",[463,564,565],{},"ClarityNOW uses these inputs to reverse-engineer the activity levels you need to hit your goals.",[452,567,568,569,473],{},"For detailed instructions, see ",[467,570,572],{"href":571},"\u002Fhelp\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model","Economic Model",[447,574,576],{"id":575},"step-4-enter-business-information","Step 4: Enter Business Information",[460,578,579,584],{},[463,580,465,581,473],{},[481,582,583],{},"Business Planning > Business Information",[463,585,523,586],{},[525,587,588,594,600],{},[463,589,590,593],{},[481,591,592],{},"Contract Length"," — Average number of days from contract to close.",[463,595,596,599],{},[481,597,598],{},"Ramp Up"," — Number of days for a new agent to reach full production capacity.",[463,601,602,605],{},[481,603,604],{},"Days on Market"," — Average number of days a listing stays active before going under contract.",[452,607,608,609,473],{},"For more details, see ",[467,610,498],{"href":611},"\u002Fhelp\u002Fbusiness-planning\u002Fonboarding-business-information",[447,613,615],{"id":614},"step-5-invite-your-team","Step 5: Invite Your Team",[460,617,618,625,631],{},[463,619,620,621,624],{},"Go to the ",[481,622,623],{},"Team"," tab.",[463,626,627,628,473],{},"Click ",[481,629,630],{},"Invite User",[463,632,633,634],{},"Assign one of the following roles:\n",[525,635,636,642,648],{},[463,637,638,641],{},[481,639,640],{},"Agent"," — Has their own portal and sees only their own data.",[463,643,644,647],{},[481,645,646],{},"Editor"," — Can view and edit your portal data.",[463,649,650,653],{},[481,651,652],{},"Viewer"," — Read-only access to your portal.",[452,655,608,656,473],{},[467,657,659],{"href":658},"\u002Fhelp\u002Fteam-and-users\u002Fhow-to-add-a-team-user","Adding Team Users",[447,661,663],{"id":662},"step-6-connect-integrations-optional","Step 6: Connect Integrations (Optional)",[452,665,666],{},"ClarityNOW integrates with popular real estate tools to sync your data automatically:",[525,668,669,675,681],{},[463,670,671,674],{},[481,672,673],{},"Follow Up Boss"," — Sync leads and contacts.",[463,676,677,680],{},[481,678,679],{},"KW Command"," — Pull in Keller Williams production data.",[463,682,683,686],{},[481,684,685],{},"QuickBooks"," — Sync financial data and expenses.",[452,688,689,690,473],{},"For setup instructions, see ",[467,691,157],{"href":692},"\u002Fhelp\u002Fintegrations",[447,694,696],{"id":695},"whats-next","What's Next?",[452,698,699],{},"Now that your account is set up, explore these areas to get the most out of ClarityNOW:",[525,701,702,708,715],{},[463,703,704,707],{},[467,705,295],{"href":706},"\u002Fhelp\u002Fdaily-tracking"," — Log your daily activities and stay on pace with your goals.",[463,709,710,714],{},[467,711,713],{"href":712},"\u002Fhelp\u002Fpipeline","Sales Pipeline"," — Manage your pipeline opportunities from lead to close.",[463,716,717,720],{},[467,718,394],{"href":719},"\u002Fhelp\u002Freports"," — Review your performance metrics and identify trends.",{"title":722,"searchDepth":723,"depth":723,"links":724},"",2,[725,726,727,728,729,730,731,732],{"id":449,"depth":723,"text":450},{"id":457,"depth":723,"text":458},{"id":487,"depth":723,"text":488},{"id":511,"depth":723,"text":512},{"id":575,"depth":723,"text":576},{"id":614,"depth":723,"text":615},{"id":662,"depth":723,"text":663},{"id":695,"depth":723,"text":696},false,"Get up and running with ClarityNOW in minutes — from first login to inviting your team.","md",null,{},true,{"title":12,"description":734},[741,742,743],"getting-started","onboarding","setup","VmP-7KB5lUnpjsNyHxURaLu5ovXBkBPL0k5q7d4rfLk",{"id":746,"title":16,"body":747,"category":733,"description":899,"extension":735,"icon":736,"meta":900,"navigation":738,"path":17,"seo":901,"stem":18,"tags":902,"__hash__":905},"content\u002F0.getting-started\u002F2.subscription-plans.md",{"type":444,"value":748,"toc":891},[749,751,754,758,818,822,833,837,850,854,857,877,881,884],[447,750,450],{"id":449},[452,752,753],{},"ClarityNOW offers tiered subscription plans designed to fit businesses of all sizes — from individual agents just getting started to enterprise brokerages managing multiple offices. All new accounts start with a 14-day free trial.",[447,755,757],{"id":756},"plan-tiers","Plan Tiers",[759,760,761,777],"table",{},[762,763,764],"thead",{},[765,766,767,771,774],"tr",{},[768,769,770],"th",{},"Plan",[768,772,773],{},"Best For",[768,775,776],{},"Key Features",[778,779,780,794,806],"tbody",{},[765,781,782,788,791],{},[783,784,785],"td",{},[481,786,787],{},"Solo",[783,789,790],{},"Individual agents and small teams",[783,792,793],{},"Core tracking, daily activity, pipeline management, reports, lead gen model, budget model",[765,795,796,800,803],{},[783,797,798],{},[481,799,623],{},[783,801,802],{},"Team leaders and top producers",[783,804,805],{},"Everything in Solo + team management, observatory, advanced analytics",[765,807,808,812,815],{},[783,809,810],{},[481,811,138],{},[783,813,814],{},"Brokerages and multi-office operations",[783,816,817],{},"Everything in Team + multi-business management, enterprise dashboard, enterprise competitions and CEO report",[447,819,821],{"id":820},"free-trial","Free Trial",[525,823,824,830],{},[463,825,826,827,473],{},"Every new account includes a ",[481,828,829],{},"14-day free trial",[463,831,832],{},"You get full access to your selected plan's features during the trial period.",[447,834,836],{"id":835},"upgrading-or-downgrading","Upgrading or Downgrading",[460,838,839,844,847],{},[463,840,517,841,473],{},[481,842,843],{},"Account Settings",[463,845,846],{},"Select your desired plan.",[463,848,849],{},"Changes take effect at the start of your next billing cycle.",[447,851,853],{"id":852},"add-on-subscriptions","Add-On Subscriptions",[452,855,856],{},"In addition to the base plans, ClarityNOW offers add-on subscriptions for expanded functionality:",[525,858,859,865,871],{},[463,860,861,864],{},[481,862,863],{},"Team Access"," — Add team management capabilities to your plan.",[463,866,867,870],{},[481,868,869],{},"Leader Features"," — Unlock leadership tools such as observatory and team analytics.",[463,872,873,876],{},[481,874,875],{},"Agent Add-Ons"," — Extend agent-level features beyond the base plan.",[447,878,880],{"id":879},"grandfathered-plans","Grandfathered Plans",[452,882,883],{},"Some early ClarityNOW users have legacy pricing that is locked in from their original sign-up. If you are on a grandfathered plan, your pricing and features remain unchanged unless you choose to switch to a current plan.",[452,885,886,887,473],{},"For billing and payment details, see ",[467,888,890],{"href":889},"\u002Fhelp\u002Fextras\u002Fupdating-payment-information","Updating Payment Information",{"title":722,"searchDepth":723,"depth":723,"links":892},[893,894,895,896,897,898],{"id":449,"depth":723,"text":450},{"id":756,"depth":723,"text":757},{"id":820,"depth":723,"text":821},{"id":835,"depth":723,"text":836},{"id":852,"depth":723,"text":853},{"id":879,"depth":723,"text":880},"Compare ClarityNOW subscription tiers and find the right plan for your business.",{},{"title":16,"description":899},[741,903,904],"subscription","billing","HYxJuazu0uHn6d8nm8FlVbB6xdEMF444Uzo6YmBK_28",{"id":907,"title":20,"body":908,"category":733,"description":1309,"extension":735,"icon":736,"meta":1310,"navigation":738,"path":21,"seo":1311,"stem":22,"tags":1312,"__hash__":1316},"content\u002F0.getting-started\u002F3.roles-and-permissions.md",{"type":444,"value":909,"toc":1297},[910,926,928,931,945,949,1029,1033,1036,1055,1059,1062,1083,1086,1089,1115,1119,1122,1170,1174,1181,1195,1202,1206,1209,1221,1224,1228,1231,1246,1250,1256,1284],[911,912,915],"callout",{"color":913,"icon":914},"sky","i-lucide-zap",[452,916,917,920,921,925],{},[481,918,919],{},"Looking for granular permissions?"," Jump to ",[467,922,924],{"href":923},"#managing-individual-permissions","Managing Individual Permissions"," below.",[447,927,450],{"id":449},[452,929,930],{},"ClarityNOW uses role-based access control so each user only sees and interacts with the data relevant to their responsibilities. Roles set the baseline, and individual permissions let you fine-tune access per team member.",[525,932,933,936,939,942],{},[463,934,935],{},"Four core roles with predefined access levels",[463,937,938],{},"Granular per-member permission overrides",[463,940,941],{},"Permission groups organized by feature area",[463,943,944],{},"Team-scoped permissions for multi-team setups",[447,946,948],{"id":947},"user-roles","User Roles",[759,950,951,967],{},[762,952,953],{},[765,954,955,958,961,964],{},[768,956,957],{},"Role",[768,959,960],{},"Description",[768,962,963],{},"Portal Access",[768,965,966],{},"Financial Visibility",[778,968,969,985,1000,1015],{},[765,970,971,976,979,982],{},[783,972,973],{},[481,974,975],{},"Owner",[783,977,978],{},"Team leader, full access to all data and settings",[783,980,981],{},"Full portal",[783,983,984],{},"All team GCI, COS, expenses, full P&L",[765,986,987,991,994,997],{},[783,988,989],{},[481,990,640],{},[783,992,993],{},"Individual contributor, sees only their own data",[783,995,996],{},"Own portal",[783,998,999],{},"Own commission, cap, royalties only",[765,1001,1002,1006,1009,1012],{},[783,1003,1004],{},[481,1005,646],{},[783,1007,1008],{},"Can view and edit the owner's portal data",[783,1010,1011],{},"Owner's portal (edit)",[783,1013,1014],{},"Same as owner",[765,1016,1017,1021,1024,1027],{},[783,1018,1019],{},[481,1020,652],{},[783,1022,1023],{},"Read-only access to the owner's portal",[783,1025,1026],{},"Owner's portal (read-only)",[783,1028,1014],{},[447,1030,1032],{"id":1031},"view-permissions","View Permissions",[452,1034,1035],{},"All users with view access can see the following areas (based on their role scope):",[525,1037,1038,1040,1042,1045,1047,1049,1051,1053],{},[463,1039,394],{},[463,1041,28],{},[463,1043,1044],{},"Goal\u002FGap Analysis",[463,1046,295],{},[463,1048,314],{},[463,1050,349],{},[463,1052,360],{},[463,1054,371],{},[447,1056,1058],{"id":1057},"edit-permissions","Edit Permissions",[452,1060,1061],{},"Users with edit access can modify data in these areas:",[525,1063,1064,1066,1068,1071,1074,1076,1078,1080],{},[463,1065,498],{},[463,1067,572],{},[463,1069,1070],{},"Budget Model",[463,1072,1073],{},"Lead Gen Model",[463,1075,295],{},[463,1077,349],{},[463,1079,360],{},[463,1081,1082],{},"Expenses",[447,1084,924],{"id":1085},"managing-individual-permissions",[452,1087,1088],{},"Beyond the role defaults, you can customize permissions for each team member:",[460,1090,1091,1096,1103,1108],{},[463,1092,465,1093,1095],{},[481,1094,623],{}," in the left sidebar",[463,1097,1098,1099,1102],{},"Find the team member and click the ",[481,1100,1101],{},"Actions"," dropdown",[463,1104,1105,1106],{},"Select ",[481,1107,1032],{},[463,1109,1110,1111,1114],{},"The ",[481,1112,1113],{},"Permissions Slideover"," opens, showing all permission groups for that member",[447,1116,1118],{"id":1117},"permission-groups","Permission Groups",[452,1120,1121],{},"The Permissions Slideover organizes permissions into groups by feature area. Each group has individual toggles for specific capabilities:",[525,1123,1124,1130,1136,1142,1148,1154,1159,1165],{},[463,1125,1126,1129],{},[481,1127,1128],{},"Ops Management"," - Access to ClarityOPS features, workflow creation, and template management",[463,1131,1132,1135],{},[481,1133,1134],{},"Transaction Access"," - Ability to view, create, and edit transactions",[463,1137,1138,1141],{},[481,1139,1140],{},"Financial Access"," - Visibility into GCI, commission splits, P&L, and expenses",[463,1143,1144,1147],{},[481,1145,1146],{},"Team Management"," - Ability to invite members, manage roles, and edit team settings",[463,1149,1150,1153],{},[481,1151,1152],{},"Reporting"," - Access to reports, Observatory, and analytics",[463,1155,1156,1158],{},[481,1157,114],{}," - Access to CoachingNOW features",[463,1160,1161,1164],{},[481,1162,1163],{},"Pipeline Management"," - Ability to manage the sales pipeline",[463,1166,1167,1169],{},[481,1168,157],{}," - Access to connect and configure integrations",[447,1171,1173],{"id":1172},"toggle-ui","Toggle UI",[452,1175,1176,1177,1180],{},"Each permission within a group is controlled by a ",[481,1178,1179],{},"toggle switch",":",[525,1182,1183,1189],{},[463,1184,1185,1188],{},[481,1186,1187],{},"On"," - Permission granted",[463,1190,1191,1194],{},[481,1192,1193],{},"Off"," - Permission denied",[452,1196,1197,1198,1201],{},"Permissions that come from the member's role defaults show a ",[481,1199,1200],{},"\"default\""," badge. You can override any default by toggling it on or off. The override always takes precedence over the role default.",[447,1203,1205],{"id":1204},"reset-to-defaults","Reset to Defaults",[452,1207,1208],{},"If you've customized a member's permissions and want to start fresh:",[460,1210,1211,1214,1218],{},[463,1212,1213],{},"Open the Permissions Slideover for the member",[463,1215,627,1216],{},[481,1217,1205],{},[463,1219,1220],{},"All permissions revert to the role's default settings",[452,1222,1223],{},"This is useful when a member changes roles or when you want to undo all manual overrides.",[447,1225,1227],{"id":1226},"team-scoped-permissions","Team-Scoped Permissions",[452,1229,1230],{},"In multi-team setups, permissions are scoped per team. A user can have different permission levels on different teams:",[525,1232,1233,1240,1243],{},[463,1234,1235,1236,1239],{},"Permissions are assigned at the ",[481,1237,1238],{},"team level",", not globally",[463,1241,1242],{},"Switching teams updates the user's effective permissions",[463,1244,1245],{},"Owners can manage permissions independently for each of their teams",[447,1247,1249],{"id":1248},"enterprise-role","Enterprise Role",[452,1251,1252,1253,1255],{},"For brokerages and multi-office operations, the ",[481,1254,138],{}," role opens up additional capabilities:",[525,1257,1258,1265,1271,1278,1281],{},[463,1259,1260,1261,1264],{},"Manage ",[481,1262,1263],{},"multiple businesses"," from a single account",[463,1266,1267,1268,1270],{},"Access the ",[481,1269,145],{}," for cross-office visibility",[463,1272,1273,1274,1277],{},"Oversee ",[481,1275,1276],{},"cross-office competitions"," and reporting",[463,1279,1280],{},"Configure enterprise-level settings and branding",[463,1282,1283],{},"Manage team structures across offices",[911,1285,1287],{"color":913,"icon":1286},"i-lucide-users",[452,1288,1289,1292,1293,1296],{},[481,1290,1291],{},"Next step:"," Learn how to ",[467,1294,1295],{"href":658},"add users to your team"," and assign their roles.",{"title":722,"searchDepth":723,"depth":723,"links":1298},[1299,1300,1301,1302,1303,1304,1305,1306,1307,1308],{"id":449,"depth":723,"text":450},{"id":947,"depth":723,"text":948},{"id":1031,"depth":723,"text":1032},{"id":1057,"depth":723,"text":1058},{"id":1085,"depth":723,"text":924},{"id":1117,"depth":723,"text":1118},{"id":1172,"depth":723,"text":1173},{"id":1204,"depth":723,"text":1205},{"id":1226,"depth":723,"text":1227},{"id":1248,"depth":723,"text":1249},"Understand user roles, manage individual permissions, and configure team-level access control in ClarityNOW.",{},{"title":20,"description":1309},[741,1313,1314,1315],"roles","permissions","team","p042ZZFd8GVOTt7dvAqctDSgV8xty6KExKzeZM_QZtQ",{"id":1318,"title":24,"body":1319,"category":733,"description":1444,"extension":735,"icon":736,"meta":1445,"navigation":738,"path":25,"seo":1446,"stem":26,"tags":1447,"__hash__":1450},"content\u002F0.getting-started\u002F4.glossary.md",{"type":444,"value":1320,"toc":1440},[1321,1323,1326,1330],[447,1322,450],{"id":449},[452,1324,1325],{},"This glossary defines the key terms and acronyms you will encounter while using ClarityNOW. Terms are listed in alphabetical order.",[447,1327,1329],{"id":1328},"terms","Terms",[525,1331,1332,1338,1344,1350,1356,1361,1367,1372,1378,1383,1389,1395,1401,1407,1413,1419,1423,1428,1434],{},[463,1333,1334,1337],{},[481,1335,1336],{},"Cap"," — Maximum broker commission threshold; once reached, the agent keeps a larger share of commission.",[463,1339,1340,1343],{},[481,1341,1342],{},"Contingent Sale"," — A transaction that depends on another transaction closing first.",[463,1345,1346,1349],{},[481,1347,1348],{},"COS (Cost of Sale)"," — Total deductions from GCI including broker fees, franchise fees, referral fees, and team splits.",[463,1351,1352,1355],{},[481,1353,1354],{},"DOM (Days on Market)"," — Number of days a listing has been active on the MLS before going under contract.",[463,1357,1358,1360],{},[481,1359,572],{}," — ClarityNOW's planning tool that works backwards from your net profit goal to calculate required activity levels.",[463,1362,1363,1366],{},[481,1364,1365],{},"GCI (Gross Commission Income)"," — Total commission earned before any deductions.",[463,1368,1369,1371],{},[481,1370,1044],{}," — Comparison of actual performance against economic model projections for the current period.",[463,1373,1374,1377],{},[481,1375,1376],{},"ISA (Inside Sales Agent)"," — Team member who handles inbound leads before passing them to field agents.",[463,1379,1380,1382],{},[481,1381,1073],{}," — Planning tool that calculates required leads, contacts, and appointments based on transaction goals.",[463,1384,1385,1388],{},[481,1386,1387],{},"MLS (Multiple Listing Service)"," — Database where listings are published and shared among real estate professionals.",[463,1390,1391,1394],{},[481,1392,1393],{},"MREA"," — Millionaire Real Estate Agent, a business model framework.",[463,1396,1397,1400],{},[481,1398,1399],{},"Net Profit"," — GCI minus Cost of Sale minus operating expenses.",[463,1402,1403,1406],{},[481,1404,1405],{},"Observatory"," — Feature allowing team leaders to view agent portals in read-only mode.",[463,1408,1409,1412],{},[481,1410,1411],{},"Pipeline Rating"," — Quality score (5-10) assigned to pipeline opportunities, where 10 is highest quality.",[463,1414,1415,1418],{},[481,1416,1417],{},"Rainmaker"," — Senior agent or team leader who receives transferred pipeline leads from agents.",[463,1420,1421,599],{},[481,1422,598],{},[463,1424,1425,1427],{},[481,1426,561],{}," — Quarterly distribution of annual business volume (Q1-Q4 percentages that must total 100%).",[463,1429,1430,1433],{},[481,1431,1432],{},"Units"," — Count of individual transactions.",[463,1435,1436,1439],{},[481,1437,1438],{},"Volume"," — Total dollar value of sale\u002Flisting prices across transactions.",{"title":722,"searchDepth":723,"depth":723,"links":1441},[1442,1443],{"id":449,"depth":723,"text":450},{"id":1328,"depth":723,"text":1329},"Definitions of key terms and acronyms used throughout ClarityNOW.",{},{"title":24,"description":1444},[741,1448,1449],"glossary","reference","Vq3y-JOJNuEZEnlsiFKFxK00Zqj7n44Izepi1vW4I7I",{"id":1452,"title":35,"body":1453,"category":733,"description":1636,"extension":735,"icon":736,"meta":1637,"navigation":738,"path":36,"seo":1638,"stem":37,"tags":1639,"__hash__":1641},"content\u002F1.business-planning\u002F1.know-before-you-go.md",{"type":444,"value":1454,"toc":1627},[1455,1457,1460,1463,1467,1474,1478,1481,1505,1509,1512,1532,1536,1550,1553,1557,1563,1569,1575,1595,1600,1614,1617,1620],[447,1456,5],{"id":741},[452,1458,1459],{},"Begin by visiting claritynowre.com and selecting \"Sign Up for Free.\" Choose the FREE Forever Plan option and click continue. Complete the registration form with your name, email, and password, then proceed to the second page where you'll enter your city, state, phone number, company\u002Fteam name, and real estate role.",[452,1461,1462],{},"After registration, check your email for a verification link. Once verified, access the ClarityNOW Dashboard from your home page to begin onboarding.",[447,1464,1466],{"id":1465},"onboarding-process","Onboarding Process",[452,1468,1469,1470,1473],{},"During onboarding, fill out your business information based on your market, then navigate to team information. Scroll to the bottom and click ",[481,1471,1472],{},"Complete Onboarding"," (you'll add team members later). The system will then prompt you to create your economic model.",[447,1475,1477],{"id":1476},"economic-model-setup","Economic Model Setup",[452,1479,1480],{},"Answer these foundational questions:",[525,1482,1483,1489,1494,1500],{},[463,1484,1485,1488],{},[481,1486,1487],{},"Agent Status"," — Identify whether you're an individual agent, team owner, or team member",[463,1490,1491,1493],{},[481,1492,531],{}," — Enter your desired annual take-home amount",[463,1495,1496,1499],{},[481,1497,1498],{},"Average Sales Price"," — Input your market's average (use team average if you're a Rainmaker)",[463,1501,1502,1504],{},[481,1503,543],{}," — Specify your typical per-transaction payout",[447,1506,1508],{"id":1507},"listing-information","Listing Information",[452,1510,1511],{},"Define your listing performance metrics:",[525,1513,1514,1520,1526],{},[463,1515,1516,1519],{},[481,1517,1518],{},"Listing Conversion"," — What percentage of listing appointments result in signatures?",[463,1521,1522,1525],{},[481,1523,1524],{},"Listing Closings"," — What percentage of signed listings close?",[463,1527,1528,1531],{},[481,1529,1530],{},"Business Mix"," — What portion of your business comes from listings?",[447,1533,1535],{"id":1534},"buyer-information","Buyer Information",[525,1537,1538,1544],{},[463,1539,1540,1543],{},[481,1541,1542],{},"Buyer Conversion"," — What percentage of buyer appointments result in signatures?",[463,1545,1546,1549],{},[481,1547,1548],{},"Buyer Closings"," — What percentage of signed buyers close?",[452,1551,1552],{},"The system automatically calculates your buyer business percentage.",[447,1554,1556],{"id":1555},"financial-configuration","Financial Configuration",[452,1558,1559,1562],{},[481,1560,1561],{},"Annual Expenses:"," Enter your average monthly business expenses (including salaries); the system annualizes this figure.",[452,1564,1565,1568],{},[481,1566,1567],{},"Cost of Sale — Broker & Franchise Caps:"," Specify maximum broker payouts and franchise\u002Froyalty fees, if applicable.",[452,1570,1571,1574],{},[481,1572,1573],{},"Cost of Sale — Agent-Specific Questions"," (varies by role):",[525,1576,1577,1583,1589],{},[463,1578,1579,1582],{},[481,1580,1581],{},"Rainmakers:"," How many listings and buyers will you personally sell? What percentage will you pay out to team members?",[463,1584,1585,1588],{},[481,1586,1587],{},"Team members:"," Your payout percentage on listing and buyer sales",[463,1590,1591,1594],{},[481,1592,1593],{},"Individual agents:"," These questions are skipped",[452,1596,1597],{},[481,1598,1599],{},"Cost of Sale — Operational Expenses:",[525,1601,1602,1605,1608,1611],{},[463,1603,1604],{},"ISA department details (if applicable)",[463,1606,1607],{},"Number of referrals you'll pay annually and percentage per transaction",[463,1609,1610],{},"Admin payments for closed listings and buyer transactions",[463,1612,1613],{},"Additional cost-of-sale contingencies and emergency budget allocation",[447,1615,561],{"id":1616},"seasonality",[452,1618,1619],{},"Enter what percentage of business will close in each quarter. The percentages will auto-populate but you can adjust them to match your market's patterns.",[452,1621,1622,1623,1626],{},"After filling all sections, click ",[481,1624,1625],{},"Submit"," to complete your business planning setup.",{"title":722,"searchDepth":723,"depth":723,"links":1628},[1629,1630,1631,1632,1633,1634,1635],{"id":741,"depth":723,"text":5},{"id":1465,"depth":723,"text":1466},{"id":1476,"depth":723,"text":1477},{"id":1507,"depth":723,"text":1508},{"id":1534,"depth":723,"text":1535},{"id":1555,"depth":723,"text":1556},{"id":1616,"depth":723,"text":561},"A complete guide to setting up your free ClarityNOW account and completing the onboarding process.",{},{"title":35,"description":1636},[1640,741,742],"business-planning","T8tQoxLl19QmsCHLrX4UDLcBGKVm-Ro3dxFfH6WnIKs",{"id":1643,"title":39,"body":1644,"category":733,"description":1850,"extension":735,"icon":736,"meta":1851,"navigation":738,"path":40,"seo":1852,"stem":41,"tags":1853,"__hash__":1854},"content\u002F1.business-planning\u002F2.onboarding-business-information.md",{"type":444,"value":1645,"toc":1842},[1646,1648,1651,1655,1658,1676,1679,1683,1709,1719,1723,1789,1793,1819,1823],[447,1647,450],{"id":449},[452,1649,1650],{},"During onboarding, you'll enter market-specific business information that powers your reports, projections, and Goal\u002FGap analysis. These values calibrate ClarityNOW to your local real estate market so that timelines and forecasts are realistic.",[447,1652,1654],{"id":1653},"why-this-matters","Why This Matters",[452,1656,1657],{},"Your business information directly affects several key reports:",[525,1659,1660,1665,1670],{},[463,1661,1662,1664],{},[481,1663,1044],{}," — Uses Contract Length and DOM to calculate how much runway you have left in each quarter",[463,1666,1667,1669],{},[481,1668,572],{}," — Uses these values to project realistic closing timelines",[463,1671,1672,1675],{},[481,1673,1674],{},"Pipeline Forecasting"," — Estimates when pending deals will close based on your market's average contract length",[452,1677,1678],{},"Entering accurate values ensures your dashboards and projections reflect reality rather than generic defaults.",[447,1680,1682],{"id":1681},"how-to-enter-business-information","How to Enter Business Information",[460,1684,1685,1688,1693,1697,1701,1704],{},[463,1686,1687],{},"Log in to your ClarityNOW portal",[463,1689,627,1690],{},[481,1691,1692],{},"Portal Dashboard",[463,1694,517,1695],{},[481,1696,28],{},[463,1698,1105,1699],{},[481,1700,498],{},[463,1702,1703],{},"Update the fields based on your market data",[463,1705,627,1706],{},[481,1707,1708],{},"Save",[911,1710,1712],{"color":913,"icon":1711},"i-lucide-circle-help",[452,1713,1714,1715,1718],{},"Click the ",[481,1716,1717],{},"question mark icons"," next to any field if you're unsure what to input.",[447,1720,1722],{"id":1721},"key-fields-explained","Key Fields Explained",[759,1724,1725,1741],{},[762,1726,1727],{},[765,1728,1729,1732,1735,1738],{},[768,1730,1731],{},"Field",[768,1733,1734],{},"What It Means",[768,1736,1737],{},"How to Find Your Value",[768,1739,1740],{},"Example",[778,1742,1743,1758,1773],{},[765,1744,1745,1749,1752,1755],{},[783,1746,1747],{},[481,1748,592],{},[783,1750,1751],{},"Average number of days from contract signing to closing in your market",[783,1753,1754],{},"Check your MLS or brokerage stats for average days-to-close",[783,1756,1757],{},"30–45 days",[765,1759,1760,1764,1767,1770],{},[783,1761,1762],{},[481,1763,598],{},[783,1765,1766],{},"Number of days for a new agent to reach full production",[783,1768,1769],{},"Ask your broker or review past agent onboarding timelines",[783,1771,1772],{},"60–90 days",[765,1774,1775,1780,1783,1786],{},[783,1776,1777],{},[481,1778,1779],{},"Days on Market (DOM)",[783,1781,1782],{},"Average number of days listings stay active before going under contract",[783,1784,1785],{},"Check your local MLS market statistics",[783,1787,1788],{},"14–60 days depending on market",[447,1790,1792],{"id":1791},"tips-for-accurate-values","Tips for Accurate Values",[525,1794,1795,1801,1807,1813],{},[463,1796,1797,1800],{},[481,1798,1799],{},"Check your MLS"," — Most MLS systems publish average DOM and contract-to-close timelines for your area",[463,1802,1803,1806],{},[481,1804,1805],{},"Ask your broker"," — Your brokerage likely tracks these metrics across all agents",[463,1808,1809,1812],{},[481,1810,1811],{},"Use recent data"," — Market conditions change, so use the most recent 6–12 months of data",[463,1814,1815,1818],{},[481,1816,1817],{},"Update periodically"," — Revisit these values annually or when market conditions shift significantly (e.g., shifting from a seller's to buyer's market)",[447,1820,1822],{"id":1821},"related-articles","Related Articles",[525,1824,1825,1830,1836],{},[463,1826,1827,1829],{},[467,1828,572],{"href":571}," — Set your financial goals and projections",[463,1831,1832,1835],{},[467,1833,1044],{"href":1834},"\u002Fhelp\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report"," — See how actual performance compares to plan",[463,1837,1838,1841],{},[467,1839,12],{"href":1840},"\u002Fhelp\u002Fgetting-started\u002Fquick-start-guide"," — Complete onboarding overview",{"title":722,"searchDepth":723,"depth":723,"links":1843},[1844,1845,1846,1847,1848,1849],{"id":449,"depth":723,"text":450},{"id":1653,"depth":723,"text":1654},{"id":1681,"depth":723,"text":1682},{"id":1721,"depth":723,"text":1722},{"id":1791,"depth":723,"text":1792},{"id":1821,"depth":723,"text":1822},"Enter your market-specific business data during onboarding to power accurate reports and projections.",{},{"title":39,"description":1850},[1640,742,743],"wDCge2la5hivqK5nuvf3ffjj4ZmjTQ_6Y2tFBw9Y7bU",[1856,1859,1862,1866,1870,1874,1878,1882,1886,1890,1892,1895,1899,1903,1907,1911,1915,1918,1922,1926,1930,1934,1938,1942,1946,1950,1954,1958,1960,1963,1967,1970,1972,1976,1980,1984,1988,1992,1996,2000,2002,2005,2009,2013,2017,2021,2025,2028,2032,2036,2041,2046,2051,2056,2061,2066,2071,2076,2081,2084,2088,2093,2098,2101,2105,2109,2114,2120,2125,2130,2134,2137,2141,2146,2149,2153,2158,2163,2166,2169,2173,2177,2180,2184,2188,2193,2198,2201,2206,2211,2216,2219,2223,2227,2232,2237,2242,2247,2252,2257,2260,2264,2268,2273,2278,2283,2288,2292,2297,2302,2307,2310,2314,2317,2321,2326,2331,2336,2341,2346,2351,2354,2357,2361,2366,2371,2376,2381,2385,2388,2392,2397,2402,2407,2412,2415,2418,2422,2427,2432,2437,2442,2445,2449,2454,2459,2464,2469,2474,2478,2481,2485,2490,2495,2500,2504,2509,2514,2519,2522,2526,2531,2536,2541,2546,2551,2554,2557,2561,2566,2571,2576,2579,2583,2588,2593,2598,2603,2607,2610,2614,2619,2624,2627,2630,2634,2639,2644,2649,2654,2658,2663,2668,2673,2677,2682,2687,2692,2697,2702,2705,2709,2713,2718,2721,2725,2730,2735,2738,2742,2746,2750,2755,2760,2764,2767,2771,2775,2780,2785,2790,2794,2797,2800,2804,2808,2813,2818,2823,2828,2833,2838,2841,2845,2850,2855,2860,2865,2870,2875,2880,2885,2890,2894,2897,2901,2906,2911,2916,2921,2926,2931,2936,2940,2945,2950,2954,2957,2961,2966,2971,2976,2979,2983,2988,2992,2997,3002,3007,3012,3017,3021,3024,3028,3032,3036,3039,3043,3048,3053,3058,3063,3068,3072,3077,3082,3087,3092,3095,3100,3105,3110,3114,3119,3124,3129,3133,3138,3143,3148,3152,3155,3159,3164,3168,3173,3178,3183,3188,3191,3195,3199,3204,3209,3214,3219,3224,3228,3231,3235,3240,3245,3250,3255,3260,3265,3270,3274,3277,3281,3286,3291,3296,3300,3304,3307,3310,3314,3318,3323,3328,3333,3338,3342,3347,3352,3355,3359,3364,3368,3373,3378,3383,3387,3390,3394,3398,3403,3408,3413,3418,3423,3428,3431,3435,3440,3445,3450,3455,3460,3463,3467,3472,3477,3482,3487,3492,3497,3502,3507,3512,3515,3519,3524,3529,3534,3539,3544,3549,3552,3556,3561,3566,3571,3576,3579,3583,3588,3593,3598,3603,3608,3613,3616,3620,3624,3629,3634,3639,3643,3648,3653,3658,3661,3665,3670,3675,3679,3684,3689,3693,3698,3703,3708,3711,3714,3718,3723,3728,3733,3737,3742,3747,3752,3757,3762,3767,3772,3777,3780,3783,3787,3792,3797,3802,3807,3812,3817,3821,3824,3828,3833,3838,3843,3848,3852,3856,3859,3863,3868,3873,3878,3883,3888,3892,3895,3898,3902,3906,3911,3915,3920,3925,3930,3935,3940,3944,3947,3951,3955,3959,3962,3965,3969,3974,3979,3984,3989,3994,3998,4001,4005,4010,4015,4020,4025,4029,4032,4036,4041,4046,4051,4055,4058,4061,4065,4068,4073,4078,4083,4088,4093,4098,4103,4106,4109,4113,4116,4120,4124,4128,4132,4136,4140,4145,4148,4151,4155,4159,4164,4168,4172,4176,4182,4186,4191,4196,4201,4206,4211,4215,4219,4222,4226,4230,4235,4240,4245,4250,4255,4259,4263,4266,4270,4274,4278,4282,4285,4289,4294,4299,4304,4309,4314,4318,4321,4324,4328,4332,4336,4339,4344,4349,4354,4359,4362,4366,4371,4376,4381,4386,4391,4395,4398,4402,4406,4410,4415,4420,4424,4427,4431,4436,4441,4444,4448,4451,4456,4461,4466,4469,4473,4477,4482,4487,4492,4497,4502,4507,4512,4515,4519,4523,4526,4531,4536,4540,4544,4548,4551,4555,4559,4564,4569,4574,4579,4583,4586,4590,4594,4598,4603,4607,4612,4616,4619,4623,4627,4631,4636,4641,4646,4651,4655],{"id":13,"title":12,"titles":1857,"content":734,"level":1858},[],1,{"id":1860,"title":450,"titles":1861,"content":454,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#overview",[12],{"id":1863,"title":458,"titles":1864,"content":1865,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#step-1-log-in-for-the-first-time",[12],"Go to claritynowre.com.Log in with the credentials provided in your invite email.If you don't have an invite, click Register to create a new account.",{"id":1867,"title":488,"titles":1868,"content":1869,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#step-2-complete-onboarding",[12],"After your first login, the onboarding wizard walks you through two steps: Business Information — Enter your contract length, ramp up period, and days on market.Team Setup — Configure your team structure and invite members. Complete both steps to unlock the full platform experience.",{"id":1871,"title":512,"titles":1872,"content":1873,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#step-3-set-up-your-economic-model",[12],"Navigate to Business Planning > Economic Model.Enter the following:\nNet Profit Goal — Your target annual net profit.Average Sale Price — Typical transaction sale price.Average Commission — Your expected commission percentage.Conversion Rates — Rates from leads to appointments to contracts to closings.Cost of Sale — Broker fees, franchise fees, referral fees, and team splits.Seasonality — Distribute your annual business volume across Q1 through Q4. The four quarters must total 100%.ClarityNOW uses these inputs to reverse-engineer the activity levels you need to hit your goals. For detailed instructions, see Economic Model.",{"id":1875,"title":576,"titles":1876,"content":1877,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#step-4-enter-business-information",[12],"Go to Business Planning > Business Information.Enter the following:\nContract Length — Average number of days from contract to close.Ramp Up — Number of days for a new agent to reach full production capacity.Days on Market — Average number of days a listing stays active before going under contract. For more details, see Business Information.",{"id":1879,"title":615,"titles":1880,"content":1881,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#step-5-invite-your-team",[12],"Go to the Team tab.Click Invite User.Assign one of the following roles:\nAgent — Has their own portal and sees only their own data.Editor — Can view and edit your portal data.Viewer — Read-only access to your portal. For more details, see Adding Team Users.",{"id":1883,"title":663,"titles":1884,"content":1885,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#step-6-connect-integrations-optional",[12],"ClarityNOW integrates with popular real estate tools to sync your data automatically: Follow Up Boss — Sync leads and contacts.KW Command — Pull in Keller Williams production data.QuickBooks — Sync financial data and expenses. For setup instructions, see Integrations.",{"id":1887,"title":696,"titles":1888,"content":1889,"level":723},"\u002Fgetting-started\u002Fquick-start-guide#whats-next",[12],"Now that your account is set up, explore these areas to get the most out of ClarityNOW: Daily Tracking — Log your daily activities and stay on pace with your goals.Sales Pipeline — Manage your pipeline opportunities from lead to close.Reports — Review your performance metrics and identify trends.",{"id":17,"title":16,"titles":1891,"content":899,"level":1858},[],{"id":1893,"title":450,"titles":1894,"content":753,"level":723},"\u002Fgetting-started\u002Fsubscription-plans#overview",[16],{"id":1896,"title":757,"titles":1897,"content":1898,"level":723},"\u002Fgetting-started\u002Fsubscription-plans#plan-tiers",[16],"PlanBest ForKey FeaturesSoloIndividual agents and small teamsCore tracking, daily activity, pipeline management, reports, lead gen model, budget modelTeamTeam leaders and top producersEverything in Solo + team management, observatory, advanced analyticsEnterpriseBrokerages and multi-office operationsEverything in Team + multi-business management, enterprise dashboard, enterprise competitions and CEO report",{"id":1900,"title":821,"titles":1901,"content":1902,"level":723},"\u002Fgetting-started\u002Fsubscription-plans#free-trial",[16],"Every new account includes a 14-day free trial.You get full access to your selected plan's features during the trial period.",{"id":1904,"title":836,"titles":1905,"content":1906,"level":723},"\u002Fgetting-started\u002Fsubscription-plans#upgrading-or-downgrading",[16],"Navigate to Account Settings.Select your desired plan.Changes take effect at the start of your next billing cycle.",{"id":1908,"title":853,"titles":1909,"content":1910,"level":723},"\u002Fgetting-started\u002Fsubscription-plans#add-on-subscriptions",[16],"In addition to the base plans, ClarityNOW offers add-on subscriptions for expanded functionality: Team Access — Add team management capabilities to your plan.Leader Features — Unlock leadership tools such as observatory and team analytics.Agent Add-Ons — Extend agent-level features beyond the base plan.",{"id":1912,"title":880,"titles":1913,"content":1914,"level":723},"\u002Fgetting-started\u002Fsubscription-plans#grandfathered-plans",[16],"Some early ClarityNOW users have legacy pricing that is locked in from their original sign-up. If you are on a grandfathered plan, your pricing and features remain unchanged unless you choose to switch to a current plan. For billing and payment details, see Updating Payment Information.",{"id":21,"title":20,"titles":1916,"content":1917,"level":1858},[],"Understand user roles, manage individual permissions, and configure team-level access control in ClarityNOW. Looking for granular permissions? Jump to Managing Individual Permissions below.",{"id":1919,"title":450,"titles":1920,"content":1921,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#overview",[20],"ClarityNOW uses role-based access control so each user only sees and interacts with the data relevant to their responsibilities. Roles set the baseline, and individual permissions let you fine-tune access per team member. Four core roles with predefined access levelsGranular per-member permission overridesPermission groups organized by feature areaTeam-scoped permissions for multi-team setups",{"id":1923,"title":948,"titles":1924,"content":1925,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#user-roles",[20],"RoleDescriptionPortal AccessFinancial VisibilityOwnerTeam leader, full access to all data and settingsFull portalAll team GCI, COS, expenses, full P&LAgentIndividual contributor, sees only their own dataOwn portalOwn commission, cap, royalties onlyEditorCan view and edit the owner's portal dataOwner's portal (edit)Same as ownerViewerRead-only access to the owner's portalOwner's portal (read-only)Same as owner",{"id":1927,"title":1032,"titles":1928,"content":1929,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#view-permissions",[20],"All users with view access can see the following areas (based on their role scope): ReportsBusiness PlanningGoal\u002FGap AnalysisDaily TrackingPipelineListingsTransactionsFinancials",{"id":1931,"title":1058,"titles":1932,"content":1933,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#edit-permissions",[20],"Users with edit access can modify data in these areas: Business InformationEconomic ModelBudget ModelLead Gen ModelDaily TrackingListingsTransactionsExpenses",{"id":1935,"title":924,"titles":1936,"content":1937,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#managing-individual-permissions",[20],"Beyond the role defaults, you can customize permissions for each team member: Go to Team in the left sidebarFind the team member and click the Actions dropdownSelect View PermissionsThe Permissions Slideover opens, showing all permission groups for that member",{"id":1939,"title":1118,"titles":1940,"content":1941,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#permission-groups",[20],"The Permissions Slideover organizes permissions into groups by feature area. Each group has individual toggles for specific capabilities: Ops Management - Access to ClarityOPS features, workflow creation, and template managementTransaction Access - Ability to view, create, and edit transactionsFinancial Access - Visibility into GCI, commission splits, P&L, and expensesTeam Management - Ability to invite members, manage roles, and edit team settingsReporting - Access to reports, Observatory, and analyticsCoaching - Access to CoachingNOW featuresPipeline Management - Ability to manage the sales pipelineIntegrations - Access to connect and configure integrations",{"id":1943,"title":1173,"titles":1944,"content":1945,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#toggle-ui",[20],"Each permission within a group is controlled by a toggle switch: On - Permission grantedOff - Permission denied Permissions that come from the member's role defaults show a \"default\" badge. You can override any default by toggling it on or off. The override always takes precedence over the role default.",{"id":1947,"title":1205,"titles":1948,"content":1949,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#reset-to-defaults",[20],"If you've customized a member's permissions and want to start fresh: Open the Permissions Slideover for the memberClick Reset to DefaultsAll permissions revert to the role's default settings This is useful when a member changes roles or when you want to undo all manual overrides.",{"id":1951,"title":1227,"titles":1952,"content":1953,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#team-scoped-permissions",[20],"In multi-team setups, permissions are scoped per team. A user can have different permission levels on different teams: Permissions are assigned at the team level, not globallySwitching teams updates the user's effective permissionsOwners can manage permissions independently for each of their teams",{"id":1955,"title":1249,"titles":1956,"content":1957,"level":723},"\u002Fgetting-started\u002Froles-and-permissions#enterprise-role",[20],"For brokerages and multi-office operations, the Enterprise role opens up additional capabilities: Manage multiple businesses from a single accountAccess the Enterprise Dashboard for cross-office visibilityOversee cross-office competitions and reportingConfigure enterprise-level settings and brandingManage team structures across offices Next step: Learn how to add users to your team and assign their roles.",{"id":25,"title":24,"titles":1959,"content":1444,"level":1858},[],{"id":1961,"title":450,"titles":1962,"content":1325,"level":723},"\u002Fgetting-started\u002Fglossary#overview",[24],{"id":1964,"title":1329,"titles":1965,"content":1966,"level":723},"\u002Fgetting-started\u002Fglossary#terms",[24],"Cap — Maximum broker commission threshold; once reached, the agent keeps a larger share of commission.Contingent Sale — A transaction that depends on another transaction closing first.COS (Cost of Sale) — Total deductions from GCI including broker fees, franchise fees, referral fees, and team splits.DOM (Days on Market) — Number of days a listing has been active on the MLS before going under contract.Economic Model — ClarityNOW's planning tool that works backwards from your net profit goal to calculate required activity levels.GCI (Gross Commission Income) — Total commission earned before any deductions.Goal\u002FGap Analysis — Comparison of actual performance against economic model projections for the current period.ISA (Inside Sales Agent) — Team member who handles inbound leads before passing them to field agents.Lead Gen Model — Planning tool that calculates required leads, contacts, and appointments based on transaction goals.MLS (Multiple Listing Service) — Database where listings are published and shared among real estate professionals.MREA — Millionaire Real Estate Agent, a business model framework.Net Profit — GCI minus Cost of Sale minus operating expenses.Observatory — Feature allowing team leaders to view agent portals in read-only mode.Pipeline Rating — Quality score (5-10) assigned to pipeline opportunities, where 10 is highest quality.Rainmaker — Senior agent or team leader who receives transferred pipeline leads from agents.Ramp Up — Number of days for a new agent to reach full production capacity.Seasonality — Quarterly distribution of annual business volume (Q1-Q4 percentages that must total 100%).Units — Count of individual transactions.Volume — Total dollar value of sale\u002Flisting prices across transactions.",{"id":6,"title":5,"titles":1968,"content":1969,"level":1858},[],"Everything you need to get up and running with ClarityNOW.",{"id":36,"title":35,"titles":1971,"content":1636,"level":1858},[],{"id":1973,"title":5,"titles":1974,"content":1975,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#getting-started",[35],"Begin by visiting claritynowre.com and selecting \"Sign Up for Free.\" Choose the FREE Forever Plan option and click continue. Complete the registration form with your name, email, and password, then proceed to the second page where you'll enter your city, state, phone number, company\u002Fteam name, and real estate role. After registration, check your email for a verification link. Once verified, access the ClarityNOW Dashboard from your home page to begin onboarding.",{"id":1977,"title":1466,"titles":1978,"content":1979,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#onboarding-process",[35],"During onboarding, fill out your business information based on your market, then navigate to team information. Scroll to the bottom and click Complete Onboarding (you'll add team members later). The system will then prompt you to create your economic model.",{"id":1981,"title":1477,"titles":1982,"content":1983,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#economic-model-setup",[35],"Answer these foundational questions: Agent Status — Identify whether you're an individual agent, team owner, or team memberNet Profit Goal — Enter your desired annual take-home amountAverage Sales Price — Input your market's average (use team average if you're a Rainmaker)Average Commission — Specify your typical per-transaction payout",{"id":1985,"title":1508,"titles":1986,"content":1987,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#listing-information",[35],"Define your listing performance metrics: Listing Conversion — What percentage of listing appointments result in signatures?Listing Closings — What percentage of signed listings close?Business Mix — What portion of your business comes from listings?",{"id":1989,"title":1535,"titles":1990,"content":1991,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#buyer-information",[35],"Buyer Conversion — What percentage of buyer appointments result in signatures?Buyer Closings — What percentage of signed buyers close? The system automatically calculates your buyer business percentage.",{"id":1993,"title":1556,"titles":1994,"content":1995,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#financial-configuration",[35],"Annual Expenses: Enter your average monthly business expenses (including salaries); the system annualizes this figure. Cost of Sale — Broker & Franchise Caps: Specify maximum broker payouts and franchise\u002Froyalty fees, if applicable. Cost of Sale — Agent-Specific Questions (varies by role): Rainmakers: How many listings and buyers will you personally sell? What percentage will you pay out to team members?Team members: Your payout percentage on listing and buyer salesIndividual agents: These questions are skipped Cost of Sale — Operational Expenses: ISA department details (if applicable)Number of referrals you'll pay annually and percentage per transactionAdmin payments for closed listings and buyer transactionsAdditional cost-of-sale contingencies and emergency budget allocation",{"id":1997,"title":561,"titles":1998,"content":1999,"level":723},"\u002Fbusiness-planning\u002Fknow-before-you-go#seasonality",[35],"Enter what percentage of business will close in each quarter. The percentages will auto-populate but you can adjust them to match your market's patterns. After filling all sections, click Submit to complete your business planning setup.",{"id":40,"title":39,"titles":2001,"content":1850,"level":1858},[],{"id":2003,"title":450,"titles":2004,"content":1650,"level":723},"\u002Fbusiness-planning\u002Fonboarding-business-information#overview",[39],{"id":2006,"title":1654,"titles":2007,"content":2008,"level":723},"\u002Fbusiness-planning\u002Fonboarding-business-information#why-this-matters",[39],"Your business information directly affects several key reports: Goal\u002FGap Analysis — Uses Contract Length and DOM to calculate how much runway you have left in each quarterEconomic Model — Uses these values to project realistic closing timelinesPipeline Forecasting — Estimates when pending deals will close based on your market's average contract length Entering accurate values ensures your dashboards and projections reflect reality rather than generic defaults.",{"id":2010,"title":1682,"titles":2011,"content":2012,"level":723},"\u002Fbusiness-planning\u002Fonboarding-business-information#how-to-enter-business-information",[39],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to Business PlanningSelect Business InformationUpdate the fields based on your market dataClick Save Click the question mark icons next to any field if you're unsure what to input.",{"id":2014,"title":1722,"titles":2015,"content":2016,"level":723},"\u002Fbusiness-planning\u002Fonboarding-business-information#key-fields-explained",[39],"FieldWhat It MeansHow to Find Your ValueExampleContract LengthAverage number of days from contract signing to closing in your marketCheck your MLS or brokerage stats for average days-to-close30–45 daysRamp UpNumber of days for a new agent to reach full productionAsk your broker or review past agent onboarding timelines60–90 daysDays on Market (DOM)Average number of days listings stay active before going under contractCheck your local MLS market statistics14–60 days depending on market",{"id":2018,"title":1792,"titles":2019,"content":2020,"level":723},"\u002Fbusiness-planning\u002Fonboarding-business-information#tips-for-accurate-values",[39],"Check your MLS — Most MLS systems publish average DOM and contract-to-close timelines for your areaAsk your broker — Your brokerage likely tracks these metrics across all agentsUse recent data — Market conditions change, so use the most recent 6–12 months of dataUpdate periodically — Revisit these values annually or when market conditions shift significantly (e.g., shifting from a seller's to buyer's market)",{"id":2022,"title":1822,"titles":2023,"content":2024,"level":723},"\u002Fbusiness-planning\u002Fonboarding-business-information#related-articles",[39],"Economic Model — Set your financial goals and projectionsGoal\u002FGap Analysis — See how actual performance compares to planQuick Start Guide — Complete onboarding overview",{"id":44,"title":43,"titles":2026,"content":2027,"level":1858},[],"Step-by-step guide to editing your economic model for accurate business projections.",{"id":2029,"title":450,"titles":2030,"content":2031,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#overview",[43],"Your economic model plays a vital role in your portal. If you've already created one during onboarding but need to edit it, this guide walks you through the process.",{"id":2033,"title":5,"titles":2034,"content":2035,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#getting-started",[43],"Log in to your ClarityNOW portalClick Portal DashboardClick Business PlanningSelect Economic ModelClick Edit",{"id":2037,"title":2038,"titles":2039,"content":2040,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-1-what-is-your-goal","Step 1: What Is Your Goal?",[43],"Agent Status — Individual agent, team owner, or team memberNet Profit Goal — How much you want to take home personallyAverage Sales Price — Based on your market (use team average if you're a Rainmaker)Average Commission — Your typical per-transaction payout (use team average if applicable)",{"id":2042,"title":2043,"titles":2044,"content":2045,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-2-listing-information","Step 2: Listing Information",[43],"Listings Taken — Percentage of listing appointments that convert to signed listingsListings Taken to Close — Percentage of signed listings that result in closingsPercentage of Business from Listings — What portion of your business comes from listings",{"id":2047,"title":2048,"titles":2049,"content":2050,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-3-buyer-information","Step 3: Buyer Information",[43],"Buyers Taken — Percentage of buyer appointments that convert to signed buyersBuyers Taken to Close — Percentage of signed buyers that closeThe buyer percentage auto-populates based on your listing percentage",{"id":2052,"title":2053,"titles":2054,"content":2055,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-4-annual-expenses","Step 4: Annual Expenses",[43],"Enter your average monthly business spending (the system calculates the annual total). Include salaries in this figure.",{"id":2057,"title":2058,"titles":2059,"content":2060,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-5-cost-of-sale-page-1","Step 5: Cost of Sale (Page 1)",[43],"Broker Payout Cap — Maximum amount you pay your broker yearlyFranchise\u002FRoyalty Payout Cap — Maximum franchise or royalty payment yearly",{"id":2062,"title":2063,"titles":2064,"content":2065,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-6-cost-of-sale-page-2","Step 6: Cost of Sale (Page 2)",[43],"These questions vary based on your agent status: Rainmakers: How many listings will you personally sell?How many buyers will you personally sell?What percentage will you pay out to team members on listings and buyers? Team members: What percentage will you be paid on listing and buyer sales? Individual agents skip these questions.",{"id":2067,"title":2068,"titles":2069,"content":2070,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-7-cost-of-sale-page-3","Step 7: Cost of Sale (Page 3)",[43],"ISA Department — If applicable, enter percentage of sales they're paid on and average per closingReferrals — How many referral transactions yearly and what percentage per transaction?",{"id":2072,"title":2073,"titles":2074,"content":2075,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-8-cost-of-sale-page-4","Step 8: Cost of Sale (Page 4)",[43],"Admin on Closed Listings\u002FBuyers — Toggle and enter amountsAdditional Cost of Sale — Closing gifts, inspections, repairs, etc.Emergency Budget — Amount set aside for unexpected costs",{"id":2077,"title":2078,"titles":2079,"content":2080,"level":723},"\u002Fbusiness-planning\u002Fhow-to-edit-your-economic-model#step-9-seasonality","Step 9: Seasonality",[43],"Enter the percentage of business that will close in each quarter. The system auto-populates defaults, but you can adjust them. All four quarters must total 100%. Click Submit to save your updated economic model.",{"id":48,"title":47,"titles":2082,"content":2083,"level":1858},[],"How to read and use the Economic Model Summary Report after completing your model.",{"id":2085,"title":450,"titles":2086,"content":2087,"level":723},"\u002Fbusiness-planning\u002Feconomic-model-summary#overview",[47],"After you complete your Economic Model, you can review your summary report. This report shows how your inputs translate into projected business metrics and financial outcomes.",{"id":2089,"title":2090,"titles":2091,"content":2092,"level":723},"\u002Fbusiness-planning\u002Feconomic-model-summary#what-the-summary-shows","What the Summary Shows",[47],"The Economic Model Summary displays: Closed Units Needed — The number of transactions required to hit your net profit goalClosed Sales Volume — Total projected volume based on your average sale priceCompany GCI — Your projected Gross Commission IncomeListings vs. Buyers — Breakdown of how many listing-side and buyer-side transactions you needAppointments Needed — How many listing and buyer appointments you need based on your conversion ratesCost of Sale Breakdown — Broker fees, team member commissions, referral fees, ISA costs, admin feesGross Profit — Projected GCI minus Cost of SaleNet Profit — After all expenses",{"id":2094,"title":2095,"titles":2096,"content":2097,"level":723},"\u002Fbusiness-planning\u002Feconomic-model-summary#accessing-the-report","Accessing the Report",[47],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to Business PlanningSelect Economic Model Your summary displays automatically after completing or editing your model.",{"id":52,"title":51,"titles":2099,"content":2100,"level":1858},[],"Plan your lead generation strategy by working backwards from your transaction goals to daily activity targets.",{"id":2102,"title":450,"titles":2103,"content":2104,"level":723},"\u002Fbusiness-planning\u002Flead-gen-model#overview",[51],"The Lead Gen Model helps you plan how to generate enough leads to hit your transaction goals. It works backwards from your desired number of closed transactions to calculate exactly how many leads, contacts, and appointments you need — then helps you plan your database communication strategy.",{"id":2106,"title":2095,"titles":2107,"content":2108,"level":723},"\u002Fbusiness-planning\u002Flead-gen-model#accessing-the-report",[51],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to Business PlanningSelect Lead Gen Model",{"id":2110,"title":2111,"titles":2112,"content":2113,"level":723},"\u002Fbusiness-planning\u002Flead-gen-model#how-the-funnel-works","How the Funnel Works",[51],"Starting from your transaction goal (set in your Economic Model), the Lead Gen Model calculates each stage of the conversion funnel: StageWhat It MeansExampleClosed TransactionsYour annual goal24 dealsContracts NeededDeals that must go under contract (accounts for fall-through rate)27 contractsListings\u002FBuyer AgreementsSigned agreements needed (based on agreement-to-contract ratio)32 agreementsAppointments NeededAppointments to hold (based on appointment-to-agreement ratio)64 appointmentsContacts NeededMeaningful conversations (based on contact-to-appointment ratio)320 contactsLeads NeededTotal leads to generate (based on lead-to-contact ratio)1,600 leads Each stage uses your conversion rates from the Economic Model. If your numbers look unrealistic, revisit your conversion percentages — even small improvements in conversion rates dramatically reduce the number of leads required.",{"id":2115,"title":2116,"titles":2117,"content":2118,"level":2119},"\u002Fbusiness-planning\u002Flead-gen-model#worked-example","Worked Example",[51,2111],"Suppose your goal is 24 closed transactions per year: You close 85% of contracts → you need 28 contractsYou convert 60% of appointments to agreements → you need 47 appointmentsYou convert 10% of contacts to appointments → you need 470 contactsYou convert 5% of leads to contacts → you need 9,400 leads Now divide by 12 months: you need roughly 783 leads per month or about 36 leads per business day.",3,{"id":2121,"title":2122,"titles":2123,"content":2124,"level":723},"\u002Fbusiness-planning\u002Flead-gen-model#database-communication-plan","Database Communication Plan",[51],"The bottom section of the Lead Gen Model helps you plan how you'll stay in touch with your database throughout the year. Communication touchpoints include: Direct Mail — Postcards, market updates, newslettersPhone Calls — Check-in calls, market update callsEvents — Client appreciation events, open houses, seminarsEmail Campaigns — Drip campaigns, market reportsPop-Bys — In-person drop-offs (gifts, market reports)Social Media — Posts, messages, engagement Enter how many times per year you plan to execute each touchpoint type. ClarityNOW uses this to calculate your total annual \"touches\" per contact.",{"id":2126,"title":2127,"titles":2128,"content":2129,"level":723},"\u002Fbusiness-planning\u002Flead-gen-model#improving-your-funnel","Improving Your Funnel",[51],"Small improvements at any stage have a multiplier effect. Focus on these high-impact areas: Lead Quality — Better-targeted lead sources mean higher lead-to-contact conversionSpeed to Lead — Responding within 5 minutes dramatically improves contact ratesAppointment Setting Scripts — Consistent scripts improve contact-to-appointment conversionListing Presentation — A polished presentation improves appointment-to-agreement ratesFollow-Up Consistency — Systematic follow-up improves every conversion stage",{"id":2131,"title":1822,"titles":2132,"content":2133,"level":723},"\u002Fbusiness-planning\u002Flead-gen-model#related-articles",[51],"Economic Model — Set the conversion rates that drive this modelDaily Tracking — Track your actual daily activities against Lead Gen Model targetsLead Gen & Conversions Report — See actual conversion rates by lead source",{"id":56,"title":55,"titles":2135,"content":2136,"level":1858},[],"Log your database communications, from direct mail to in-person events.",{"id":2138,"title":450,"titles":2139,"content":2140,"level":723},"\u002Fbusiness-planning\u002Fhow-to-add-a-touchpoint#overview",[55],"Touchpoints are where you log your connections with your database. From direct mail to in-person events, you can keep track of your communication in ClarityNOW.",{"id":2142,"title":2143,"titles":2144,"content":2145,"level":723},"\u002Fbusiness-planning\u002Fhow-to-add-a-touchpoint#steps","Steps",[55],"Log in to your ClarityNOW portalClick Portal DashboardIn the left sidebar, click Business Planning, then Lead Gen ModelScroll down to the \"How will you communicate with your database?\" sectionFill in the following fields:\nTouchpoint — Enter how you will connect with your database (e.g., direct mail, holiday cards, random gifts, phone calls, in-person visits, lunch invites)Date — When will this touchpoint happen?Who will receive this Touchpoint? — Be specific with what group of people will be receiving thisClick Add Touchpoint to save Your touchpoints will appear in the Lead Gen Model, helping you plan and track your database communication throughout the year.",{"id":60,"title":59,"titles":2147,"content":2148,"level":1858},[],"Add budgeted expenses into ClarityNOW to plan your annual business spending.",{"id":2150,"title":450,"titles":2151,"content":2152,"level":723},"\u002Fbusiness-planning\u002Fhow-to-add-a-budget-item#overview",[59],"You can add budgeted expenses into your ClarityNOW portal — expenses you know you'll be paying every year, such as client parties, billboards, or MLS fees.",{"id":2154,"title":2155,"titles":2156,"content":2157,"level":723},"\u002Fbusiness-planning\u002Fhow-to-add-a-budget-item#adding-a-budget-item","Adding a Budget Item",[59],"Log in to your ClarityNOW portalClick Portal DashboardSelect Business PlanningClick Budget ModelReview funds allocated for the current year and expense percentage projectionsOn the left side, find \"Add New Budget Item\" and complete these fields:\nP&L Category — Choose from: Compensation, Lead Generation, Occupancy, Communication & Technology, Automobile, Supplies\u002FOffice ExpensesExpense Description — Explain what the expense coversMonthly Amount — Enter the monthly expense figureAnnual Amount — Enter the yearly expense totalClick Add Expense to save",{"id":2159,"title":2160,"titles":2161,"content":2162,"level":723},"\u002Fbusiness-planning\u002Fhow-to-add-a-budget-item#budget-model-summary","Budget Model Summary",[59],"After entering expenses, you'll see: A breakdown of all budget items with edit and delete optionsA detailed summary organized by category, allocation, and annual\u002Fmonthly amounts for comprehensive financial planning visibility",{"id":29,"title":28,"titles":2164,"content":2165,"level":1858},[],"Build and manage your real estate business plan with ClarityNOW's planning tools.",{"id":72,"title":71,"titles":2167,"content":2168,"level":1858},[],"Add anyone receiving a commission or payout to the team members section.",{"id":2170,"title":450,"titles":2171,"content":2172,"level":723},"\u002Fteam-and-users\u002Fhow-to-add-a-team-member#overview",[71],"You will need to add anyone receiving a commission or any form of payout to the team members section of your portal. Once added, team members appear in the dropdown when inputting the cost of sale for each listing or transaction.",{"id":2174,"title":2143,"titles":2175,"content":2176,"level":723},"\u002Fteam-and-users\u002Fhow-to-add-a-team-member#steps",[71],"Log in to your ClarityNOW portalClick Portal DashboardFind the Team tab in the left side toolbarAt the top of the page, you'll see Team MembersEnter their name, title (Agent, Transaction Coordinator, Virtual Assistant, etc.), and email addressClick Add Member Your team members will now appear in the dropdown when you are inputting the cost of sale for each listing or transaction.",{"id":76,"title":75,"titles":2178,"content":2179,"level":1858},[],"Learn how to add team users to your ClarityNOW portal, assign roles, and manage access.",{"id":2181,"title":450,"titles":2182,"content":2183,"level":723},"\u002Fteam-and-users\u002Fhow-to-add-a-team-user#overview",[75],"Team users are individuals who will have access to their own portals in ClarityNOW with login credentials, or who serve as editors\u002Fviewers on your portal.",{"id":2185,"title":75,"titles":2186,"content":2187,"level":723},"\u002Fteam-and-users\u002Fhow-to-add-a-team-user#how-to-add-a-team-user",[75],"Log in to your ClarityNOW portalClick Portal DashboardFind the Team tabClick Invite User If the person is already a team member, they will automatically appear in the dropdown list. If you're adding a new user: Select New UserEnter their name and email address",{"id":2189,"title":2190,"titles":2191,"content":2192,"level":723},"\u002Fteam-and-users\u002Fhow-to-add-a-team-user#selecting-a-role","Selecting a Role",[75],"Choose the appropriate role for the user: Agent — Can create their own individual ClarityNOW portal with full tracking and reportingEditor — Can view and edit your portal dataViewer — Can only view your portal (read-only access) An email invitation will be sent to the user. They must click the link in the email to accept the invitation and gain access.",{"id":2194,"title":2195,"titles":2196,"content":2197,"level":723},"\u002Fteam-and-users\u002Fhow-to-add-a-team-user#giving-agents-portal-access","Giving Agents Portal Access",[75],"You can grant agents on your team access to their own ClarityNOW portal by inviting them as a Team User with the Agent role. The process is the same as above: Navigate to Portal Dashboard → Team → Invite UserSelect the agent from the dropdown (if they are already a team member) or choose New UserEnter their name and email addressSelect Agent as the roleChoose a team role (admin, coach, or other)Click Invite User The agent will receive an email invitation. Once they accept, they can log in and create their own individual ClarityNOW portal where they can track their personal production, pipeline, and daily activities. Agents only see their own listings and transactions. The Rainmaker (team leader) has visibility into the entire team's activities through the Observatory.",{"id":80,"title":79,"titles":2199,"content":2200,"level":1858},[],"Understand the distinction between team members and team users in ClarityNOW.",{"id":2202,"title":2203,"titles":2204,"content":2205,"level":723},"\u002Fteam-and-users\u002Fmembers-vs-users#team-members","Team Members",[79],"Anyone receiving a commission will need to be entered under Members. Once added, members appear in dropdown selections within the cost of sale section of listings and transactions to indicate their payout.",{"id":2207,"title":2208,"titles":2209,"content":2210,"level":723},"\u002Fteam-and-users\u002Fmembers-vs-users#team-users","Team Users",[79],"Users are individuals who have their own portal with login credentials or serve as editors\u002Fviewers on the Rainmaker's portal. An agent who uses their own portal to track personal data functions as both a member and a user.",{"id":2212,"title":2213,"titles":2214,"content":2215,"level":723},"\u002Fteam-and-users\u002Fmembers-vs-users#key-differences","Key Differences",[79],"Team MembersTeam UsersPurposeCommission recipientsPortal access holdersPortal AccessNoYesAppears in Cost of SaleYesNo (unless also a member)Login CredentialsNoYes Many people occupy both roles simultaneously — for example, an agent who receives commission splits AND has their own ClarityNOW portal.",{"id":84,"title":83,"titles":2217,"content":2218,"level":1858},[],"How to record and track commission payments to team members on transactions.",{"id":2220,"title":450,"titles":2221,"content":2222,"level":723},"\u002Fteam-and-users\u002Fpaying-out-team-members#overview",[83],"This guide explains how to record and track payments to team members — including agents, virtual assistants, productivity coaches, showing assistants, and transaction coordinators.",{"id":2224,"title":2225,"titles":2226,"content":722,"level":723},"\u002Fteam-and-users\u002Fpaying-out-team-members#cost-of-sale-process","Cost of Sale Process",[83],{"id":2228,"title":2229,"titles":2230,"content":2231,"level":2119},"\u002Fteam-and-users\u002Fpaying-out-team-members#step-1-assign-the-sale","Step 1: Assign the Sale",[83,2225],"Select the responsible team member from the \"Whose sale is this?\" dropdown. If someone is missing, navigate to the Team tab and add them under Team Members.",{"id":2233,"title":2234,"titles":2235,"content":2236,"level":2119},"\u002Fteam-and-users\u002Fpaying-out-team-members#step-2-referral-fee","Step 2: Referral Fee",[83,2225],"Determine if you are paying a referral fee on this sale.",{"id":2238,"title":2239,"titles":2240,"content":2241,"level":2119},"\u002Fteam-and-users\u002Fpaying-out-team-members#step-3-team-member-compensation","Step 3: Team Member Compensation",[83,2225],"Select the agent receiving compensationChoose the commission type: percent-based or flat rateEnter the compensation amount This selection should match \"whose sale is this\" unless it's a Rainmaker's sale. Rainmakers do not receive payment in this section. You can allocate compensation to multiple agents or team members.",{"id":2243,"title":2244,"titles":2245,"content":2246,"level":2119},"\u002Fteam-and-users\u002Fpaying-out-team-members#step-4-broker-or-franchise-split","Step 4: Broker or Franchise Split",[83,2225],"Indicate whether you are paying a broker split or franchise\u002Froyalty split.",{"id":2248,"title":2249,"titles":2250,"content":2251,"level":2119},"\u002Fteam-and-users\u002Fpaying-out-team-members#step-5-additional-costs","Step 5: Additional Costs",[83,2225],"Include any additional costs of sale.",{"id":2253,"title":2254,"titles":2255,"content":2256,"level":2119},"\u002Fteam-and-users\u002Fpaying-out-team-members#step-6-review","Step 6: Review",[83,2225],"View the calculated totals: Total CommissionTotal Cost of SaleTotal Gross Profit",{"id":88,"title":87,"titles":2258,"content":2259,"level":1858},[],"Guide for agents on adding pipeline opportunities and transferring them to the Rainmaker.",{"id":2261,"title":450,"titles":2262,"content":2263,"level":723},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#overview",[87],"This guide walks agents and Rainmakers through adding opportunities to the Sales Pipeline and converting them into transactions.",{"id":2265,"title":2266,"titles":2267,"content":722,"level":723},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#for-agents-adding-to-the-pipeline","For Agents: Adding to the Pipeline",[87],{"id":2269,"title":2270,"titles":2271,"content":2272,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-1-access-the-sales-pipeline","Step 1: Access the Sales Pipeline",[87,2266],"Log in to your agent accountClick DashboardSelect Sales Pipeline from the left-hand menu",{"id":2274,"title":2275,"titles":2276,"content":2277,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-2-add-a-new-opportunity","Step 2: Add a New Opportunity",[87,2266],"Click New in the top-right cornerEnter information for any buyer or listing you're working with that is not yet active or under contract:\nDate, Buyer or Listing type, Price, CommissionPrimary Source, Client Information, Property InformationPipeline Stage: Nurture, Appointment Set, Appointment Held, Appointment Taken, Sold, or Out",{"id":2279,"title":2280,"titles":2281,"content":2282,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-3-set-rating-follow-up","Step 3: Set Rating & Follow-Up",[87,2266],"Select a Pipeline Rating (buying\u002Fselling this month, next month, two months out)Optionally set a Follow-Up Reminder with a date — triggers an email reminder and notification",{"id":2284,"title":2285,"titles":2286,"content":2287,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-4-transfer-to-the-rainmaker","Step 4: Transfer to the Rainmaker",[87,2266],"Once saved, click ActionsSelect TransferChoose Transfer to Rainmaker",{"id":2289,"title":2290,"titles":2291,"content":722,"level":723},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#for-rainmakers-processing-transfers","For Rainmakers: Processing Transfers",[87],{"id":2293,"title":2294,"titles":2295,"content":2296,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-5-review-transferred-opportunities","Step 5: Review Transferred Opportunities",[87,2290],"Log in to the Rainmaker accountClick Sales PipelineClick Filter and select Transferred",{"id":2298,"title":2299,"titles":2300,"content":2301,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-6-convert-to-a-listing-or-transaction","Step 6: Convert to a Listing or Transaction",[87,2290],"Click Actions on the transferred itemSelect Listing \u002F TransactionComplete remaining fields: Status, Transaction Type, Unit Goal, Contingency, Income, Cost of Sale",{"id":2303,"title":2304,"titles":2305,"content":2306,"level":2119},"\u002Fteam-and-users\u002Fpipeline-transfers-for-agents#step-7-assign-the-sale","Step 7: Assign the Sale",[87,2290],"Under \"Whose sale is this?\", select the agent's name, enter their commission percentage, and click Submit.",{"id":92,"title":91,"titles":2308,"content":2309,"level":1858},[],"Reset your ClarityNOW account password.",{"id":2311,"title":2143,"titles":2312,"content":2313,"level":723},"\u002Fteam-and-users\u002Fhow-to-change-your-password#steps",[91],"Go to claritynowre.comClick Log InOn the login page, click \"Forgot Password\" in the bottom left cornerEnter the email address associated with your accountClick \"Send Password Reset Link\"Check your email for the reset link and follow the instructions to create a new password",{"id":96,"title":95,"titles":2315,"content":2316,"level":1858},[],"Monitor agent performance and view team member portals in read-only mode.",{"id":2318,"title":450,"titles":2319,"content":2320,"level":723},"\u002Fteam-and-users\u002Fobservatory#overview",[95],"The Observatory lets team leaders view any agent's portal in read-only mode. It's your window into individual agent performance without switching accounts.",{"id":2322,"title":2323,"titles":2324,"content":2325,"level":723},"\u002Fteam-and-users\u002Fobservatory#accessing-the-observatory","Accessing the Observatory",[95],"Log in and click Observatory in the left sidebar. You'll see a list of all observable agents on your team.",{"id":2327,"title":2328,"titles":2329,"content":2330,"level":723},"\u002Fteam-and-users\u002Fobservatory#selecting-an-agent","Selecting an Agent",[95],"Click on any agent to open their portal in read-only mode. You'll see the same pages they see — Dashboard, Reports, Business Planning, Goal\u002FGap, Daily Tracking, Sales Pipeline, Listings, Transactions, and Financials — but with their data.",{"id":2332,"title":2333,"titles":2334,"content":2335,"level":723},"\u002Fteam-and-users\u002Fobservatory#what-you-can-see","What You Can See",[95],"All portal pages are mirrored under \u002Fobservatory\u002F[user]\u002F. You get the same views as the agent's portal but cannot make edits. The navigation is prefixed with the agent's name.",{"id":2337,"title":2338,"titles":2339,"content":2340,"level":723},"\u002Fteam-and-users\u002Fobservatory#groups","Groups",[95],"Navigate to \u002Fobservatory\u002F[user]\u002Fgroups\u002F[group] to view a group of agents together with an aggregated CEO report. Groups help you organize agents by team, office, or any custom grouping.",{"id":2342,"title":2343,"titles":2344,"content":2345,"level":723},"\u002Fteam-and-users\u002Fobservatory#using-observatory-with-11s","Using Observatory with 1:1s",[95],"The Observatory is ideal for coaching sessions and 1:1 meetings. Pull up an agent's portal during your meeting to review their pipeline, daily tracking consistency, and Goal\u002FGap status together. For more on coaching meetings, see Running One-on-Ones.",{"id":2347,"title":2348,"titles":2349,"content":2350,"level":723},"\u002Fteam-and-users\u002Fobservatory#tips","Tips",[95],"Review agent Observatories weekly to catch pipeline issues early.Use the Health Check widget on each agent's dashboard to see if they're consistently tracking activity.Compare agent performance side-by-side using Leaderboards.",{"id":64,"title":68,"titles":2352,"content":2353,"level":1858},[],"Manage team members, roles, and permissions in ClarityNOW.",{"id":107,"title":106,"titles":2355,"content":2356,"level":1858},[],"Set up sales competitions to drive team engagement and track progress with real-time leaderboards.",{"id":2358,"title":450,"titles":2359,"content":2360,"level":723},"\u002Fcompetitions\u002Fcreating-a-competition#overview",[106],"Competitions are a powerful way to motivate your team by gamifying sales activities. Create competitions around any trackable metric — closings, GCI, appointments held, dials made — and watch your team rally to hit targets.",{"id":2362,"title":2363,"titles":2364,"content":2365,"level":723},"\u002Fcompetitions\u002Fcreating-a-competition#accessing-competitions","Accessing Competitions",[106],"Log in and click Competitions in the left sidebar. This feature is available to users with portal access.",{"id":2367,"title":2368,"titles":2369,"content":2370,"level":723},"\u002Fcompetitions\u002Fcreating-a-competition#creating-a-competition","Creating a Competition",[106],"Navigate to Competitions.Click New Competition.Configure the following:\nCompetition nameStart and end datesMetric to track (e.g., closed units, GCI, dials, contacts, listings taken)Participants (select team members)Goal or target (optional)",{"id":2372,"title":2373,"titles":2374,"content":2375,"level":723},"\u002Fcompetitions\u002Fcreating-a-competition#managing-active-competitions","Managing Active Competitions",[106],"View all active, upcoming, and completed competitions from the Competitions page. Each competition shows current standings, progress toward goals, and time remaining. You can edit competition details or end a competition early if needed.",{"id":2377,"title":2378,"titles":2379,"content":2380,"level":723},"\u002Fcompetitions\u002Fcreating-a-competition#competition-metrics","Competition Metrics",[106],"Competitions can track any metric available in ClarityNOW, including: Daily tracking metrics — dials, contacts, appointments, etc.Transaction metrics — closings, volume, GCIPipeline metrics",{"id":2382,"title":2348,"titles":2383,"content":2384,"level":723},"\u002Fcompetitions\u002Fcreating-a-competition#tips",[106],"Run short competitions (1–2 weeks) for daily activity metrics like dials and contacts.Run longer competitions (monthly or quarterly) for transaction-based metrics.Celebrate winners publicly to build team culture.Use competitions during traditionally slow periods to maintain momentum. For displaying competition standings, see Leaderboards.",{"id":111,"title":110,"titles":2386,"content":2387,"level":1858},[],"View real-time competition standings and display leaderboards for team motivation.",{"id":2389,"title":450,"titles":2390,"content":2391,"level":723},"\u002Fcompetitions\u002Fleaderboards#overview",[110],"Leaderboards display real-time standings for active competitions. They can be projected on office screens, shared in team meetings, or viewed individually.",{"id":2393,"title":2394,"titles":2395,"content":2396,"level":723},"\u002Fcompetitions\u002Fleaderboards#accessing-leaderboards","Accessing Leaderboards",[110],"From the Competitions page, click on any active competition to see its leaderboard. You can also access leaderboards from Reports > Leaderboards in the sidebar.",{"id":2398,"title":2399,"titles":2400,"content":2401,"level":723},"\u002Fcompetitions\u002Fleaderboards#full-screen-display","Full-Screen Display",[110],"Navigate to \u002Fleaderboards\u002F[active] for a full-screen leaderboard view. This view uses a minimal layout without the sidebar, making it ideal for projecting on office TVs or monitors.",{"id":2403,"title":2404,"titles":2405,"content":2406,"level":723},"\u002Fcompetitions\u002Fleaderboards#leaderboard-features","Leaderboard Features",[110],"Real-time rankings based on the competition metricProgress bars showing each participant's performanceAbility to customize which columns are visible",{"id":2408,"title":2409,"titles":2410,"content":2411,"level":723},"\u002Fcompetitions\u002Fleaderboards#using-leaderboards-in-team-meetings","Using Leaderboards in Team Meetings",[110],"Display the full-screen leaderboard during team meetings to review standings. Use it alongside the team meetings guide for structured meeting agendas. To set up a new competition, see Creating Competitions.",{"id":100,"title":99,"titles":2413,"content":2414,"level":1858},[],"Create sales competitions and leaderboards to motivate your team.",{"id":123,"title":122,"titles":2416,"content":2417,"level":1858},[],"Monitor all your coaching clients' progress from the CoachingNOW dashboard: stats, recent activity, and quick navigation.",{"id":2419,"title":450,"titles":2420,"content":2421,"level":723},"\u002Fcoaching\u002Fcoaching-dashboard#overview",[122],"The CoachingNOW Dashboard is your home base for keeping tabs on coaching clients. See the big-picture metrics, check recent client activity, and jump into any client's detailed dashboard. View total and active client countsTrack aggregate units and GCI across your rosterQuickly access individual client dashboardsSpot clients who need attention",{"id":2423,"title":2424,"titles":2425,"content":2426,"level":723},"\u002Fcoaching\u002Fcoaching-dashboard#accessing-the-dashboard","Accessing the Dashboard",[122],"Click CoachingNOW in the left sidebar, or go directly to \u002Fcoaching\u002Fdashboard.",{"id":2428,"title":2429,"titles":2430,"content":2431,"level":723},"\u002Fcoaching\u002Fcoaching-dashboard#stat-cards","Stat Cards",[122],"Four cards at the top show your high-level coaching metrics: Total Clients - Everyone in your coaching rosterActive Clients - Clients currently active in ClarityNOWTotal Units - Combined transaction units across all clientsTotal GCI - Combined gross commission income across all clients",{"id":2433,"title":2434,"titles":2435,"content":2436,"level":723},"\u002Fcoaching\u002Fcoaching-dashboard#recent-clients","Recent Clients",[122],"Below the stat cards, the Recent Clients section shows your most recently active clients. Each entry displays: Avatar - Client initials in a colored circleName - Client's full nameEmail - Client's email addressGCI - Client's current GCIUnits - Client's current unit count Click View on any client to open their full dashboard at \u002Fobservatory\u002F[slug]\u002Fdashboard.",{"id":2438,"title":2439,"titles":2440,"content":2441,"level":723},"\u002Fcoaching\u002Fcoaching-dashboard#empty-state","Empty State",[122],"If you haven't added any coaching clients yet, you'll see an empty state with an Invite Clients button to get started. Manage your roster: See Coaching Roster to view detailed client metrics and progress tracking.",{"id":127,"title":126,"titles":2443,"content":2444,"level":1858},[],"View and manage your coaching clients and team members: search, track progress, and navigate to individual dashboards.",{"id":2446,"title":450,"titles":2447,"content":2448,"level":723},"\u002Fcoaching\u002Fcoaching-roster#overview",[126],"The Coaching Roster (\u002Fcoaching\u002Fusers) is where you manage and monitor everyone in your coaching program. Toggle between team members and coaching clients, track progress metrics, and jump into any individual's dashboard. Switch between Team Members and Coaching Clients viewsSearch and filter your rosterTrack units, volume, and GCI progressNavigate to individual client dashboards",{"id":2450,"title":2451,"titles":2452,"content":2453,"level":723},"\u002Fcoaching\u002Fcoaching-roster#dual-mode-toggle","Dual-Mode Toggle",[126],"At the top of the page, toggle between two views: Team Members - Shows members of your ClarityNOW teamCoaching Clients - Shows external clients you coach The count badge next to the search bar updates to reflect the total in the current mode.",{"id":2455,"title":2456,"titles":2457,"content":2458,"level":723},"\u002Fcoaching\u002Fcoaching-roster#search","Search",[126],"Use the search bar to filter the roster by name. The count badge shows how many results match.",{"id":2460,"title":2461,"titles":2462,"content":2463,"level":723},"\u002Fcoaching\u002Fcoaching-roster#roster-table","Roster Table",[126],"The table displays the following columns: ColumnDescriptionActionView Dashboard button to open the client's Observatory dashboardNameClient or team member nameUnitsTotal transaction unitsUnits Progress %Progress toward their units goalVolumeTotal sales volumeVolume Progress %Progress toward their volume goalGCIGross commission incomeGCI Progress %Progress toward their GCI goal",{"id":2465,"title":2466,"titles":2467,"content":2468,"level":2119},"\u002Fcoaching\u002Fcoaching-roster#progress-bar-color-coding","Progress Bar Color Coding",[126,2461],"Progress bars are color-coded so you can quickly spot performance: Green - 75% or more of goal achievedYellow - 50% to 74% of goal achievedRed - Below 50% of goal achieved",{"id":2470,"title":2471,"titles":2472,"content":2473,"level":723},"\u002Fcoaching\u002Fcoaching-roster#navigating-to-client-dashboards","Navigating to Client Dashboards",[126],"Click the View Dashboard button on any row to open that client's full Observatory-style dashboard, where you can review their business plan, daily tracking, pipeline, financials, and reports.",{"id":2475,"title":2439,"titles":2476,"content":2477,"level":723},"\u002Fcoaching\u002Fcoaching-roster#empty-state",[126],"If no clients or team members are found, the roster shows a message prompting you to add members or invite coaching clients. Organize into groups: Create Coaching Groups to segment your roster and access group-level reports.",{"id":131,"title":130,"titles":2479,"content":2480,"level":1858},[],"Create coaching groups to organize clients, view group stats, and access the CEO Report.",{"id":2482,"title":450,"titles":2483,"content":2484,"level":723},"\u002Fcoaching\u002Fcoaching-groups#overview",[130],"Coaching Groups let you segment your coaching roster into logical groups by office, market, experience level, or whatever makes sense for your program. Each group has its own stats, member table, and access to the CEO Report. Create, edit, and delete groupsAdd members via search and multi-selectView aggregated group metricsAccess the CEO Report for financial analysis",{"id":2486,"title":2487,"titles":2488,"content":2489,"level":723},"\u002Fcoaching\u002Fcoaching-groups#creating-a-group","Creating a Group",[130],"Go to CoachingNOW > GroupsClick New GroupEnter a group name in the modalClick Create",{"id":2491,"title":2492,"titles":2493,"content":2494,"level":723},"\u002Fcoaching\u002Fcoaching-groups#editing-and-deleting-groups","Editing and Deleting Groups",[130],"Click Edit on a group to rename itClick Delete to remove the group (members aren't deleted, they stay in your roster)",{"id":2496,"title":2497,"titles":2498,"content":2499,"level":723},"\u002Fcoaching\u002Fcoaching-groups#adding-members-to-a-group","Adding Members to a Group",[130],"Open a groupClick Add MembersUse the search bar to find membersMulti-select the members you want to addClick Save",{"id":2501,"title":2451,"titles":2502,"content":2503,"level":723},"\u002Fcoaching\u002Fcoaching-groups#dual-mode-toggle",[130],"Like the main roster, groups support a Team Members vs. Coaching Clients toggle to switch between the two views within the group.",{"id":2505,"title":2506,"titles":2507,"content":2508,"level":723},"\u002Fcoaching\u002Fcoaching-groups#group-stats","Group Stats",[130],"At the top of each group page, stat cards show the group's aggregate metrics: Units - Total transaction units across group membersVolume - Total sales volumeGCI - Total gross commission income",{"id":2510,"title":2511,"titles":2512,"content":2513,"level":723},"\u002Fcoaching\u002Fcoaching-groups#members-clients-tab","Members \u002F Clients Tab",[130],"The members table shows the same columns as the Coaching Roster: Name, Units, Units Progress %, Volume, Volume Progress %, GCI, GCI Progress %Progress bars with green\u002Fyellow\u002Fred color coding Use the Sections dropdown on each row to go directly to a member's: DashboardReportsBusiness Planning",{"id":2515,"title":2516,"titles":2517,"content":2518,"level":723},"\u002Fcoaching\u002Fcoaching-groups#ceo-report-tab","CEO Report Tab",[130],"The CEO Report tab gives you a detailed financial breakdown for the group. See CEO Report for Coaches for full details. Dive into financials: Open the CEO Report tab to review monthly and quarterly financial performance.",{"id":135,"title":134,"titles":2520,"content":2521,"level":1858},[],"Access the CEO Report within coaching groups for monthly and quarterly financial metrics on your coaching clients.",{"id":2523,"title":450,"titles":2524,"content":2525,"level":723},"\u002Fcoaching\u002Fceo-report-for-coaches#overview",[134],"The CEO Report tab within Coaching Groups gives you a full financial picture of your coaching clients' businesses. Use this data to drive coaching conversations around revenue, profitability, and goal attainment.",{"id":2527,"title":2528,"titles":2529,"content":2530,"level":723},"\u002Fcoaching\u002Fceo-report-for-coaches#accessing-the-ceo-report","Accessing the CEO Report",[134],"Go to CoachingNOW > GroupsOpen a groupClick the CEO Report tab",{"id":2532,"title":2533,"titles":2534,"content":2535,"level":723},"\u002Fcoaching\u002Fceo-report-for-coaches#period-and-year-selectors","Period and Year Selectors",[134],"At the top of the report, two controls let you adjust the view: Period - Toggle between Monthly and Quarterly breakdownsYear - Select the year to review",{"id":2537,"title":2538,"titles":2539,"content":2540,"level":723},"\u002Fcoaching\u002Fceo-report-for-coaches#reading-the-financial-table","Reading the Financial Table",[134],"The CEO Report displays a 15-column financial metrics table with one row per group member. Columns cover key financial indicators like: Revenue and GCI metricsExpense categoriesNet income and profitabilityGoal progress and variancePer-transaction averages The current month column is highlighted so you can quickly see where things stand right now.",{"id":2542,"title":2543,"titles":2544,"content":2545,"level":723},"\u002Fcoaching\u002Fceo-report-for-coaches#loading-time","Loading Time",[134],"The CEO Report pulls data across multiple members and time periods, so it can take a moment. You may see a loading indicator with the message \"Loading up to 60 seconds\" while the report compiles. This is normal for larger groups.",{"id":2547,"title":2548,"titles":2549,"content":2550,"level":723},"\u002Fcoaching\u002Fceo-report-for-coaches#using-the-ceo-report-in-coaching-sessions","Using the CEO Report in Coaching Sessions",[134],"This report is built to support data-driven coaching conversations: Spot trends - Compare monthly or quarterly performance to catch upward or downward trends earlyBenchmark members - See who's outperforming or underperforming relative to the groupGoal accountability - Review the gap between actual and planned numbersProfitability coaching - Dig into expense ratios and net income to guide business health discussionsSeasonality - Use the quarterly view to smooth out monthly swings and focus on bigger patterns Back to groups: Return to Coaching Groups to manage members and view group stats.",{"id":115,"title":119,"titles":2552,"content":2553,"level":1858},[],"Tools for coaching clients: dashboards, client management, and performance tracking.",{"id":146,"title":145,"titles":2555,"content":2556,"level":1858},[],"View aggregated metrics across all your businesses from the Enterprise dashboard.",{"id":2558,"title":450,"titles":2559,"content":2560,"level":723},"\u002Fenterprise\u002Fenterprise-dashboard#overview",[145],"The Enterprise Dashboard gives brokerage owners and multi-office operators a bird's-eye view across all their businesses. Access requires the Enterprise subscription tier and the enterprise role.",{"id":2562,"title":2563,"titles":2564,"content":2565,"level":723},"\u002Fenterprise\u002Fenterprise-dashboard#accessing-enterprise","Accessing Enterprise",[145],"Log in and click Enterprise in the left sidebar. This option is only visible if you have enterprise access. The enterprise middleware checks for the enterprise role — if you don't see it, contact your account administrator.",{"id":2567,"title":2568,"titles":2569,"content":2570,"level":723},"\u002Fenterprise\u002Fenterprise-dashboard#dashboard-overview","Dashboard Overview",[145],"The Enterprise Dashboard shows aggregated metrics across all your businesses. View combined units, GCI, volume, and profit data.",{"id":2572,"title":2573,"titles":2574,"content":2575,"level":723},"\u002Fenterprise\u002Fenterprise-dashboard#creating-a-new-business","Creating a New Business",[145],"From the Enterprise page, you can create new business portals. Each business operates as an independent ClarityNOW instance with its own team, pipeline, transactions, and financials. Learn more about Managing Businesses and Enterprise Reports.",{"id":150,"title":149,"titles":2577,"content":2578,"level":1858},[],"Add, configure, and switch between multiple business portals under your Enterprise account.",{"id":2580,"title":450,"titles":2581,"content":2582,"level":723},"\u002Fenterprise\u002Fmanaging-businesses#overview",[149],"Enterprise accounts can manage multiple ClarityNOW businesses from a single login. Each business has its own team, data, integrations, and reports, while the Enterprise Dashboard aggregates metrics across all of them.",{"id":2584,"title":2585,"titles":2586,"content":2587,"level":723},"\u002Fenterprise\u002Fmanaging-businesses#viewing-your-businesses","Viewing Your Businesses",[149],"Navigate to Enterprise to see all businesses under your account. Each business card shows key metrics and team size.",{"id":2589,"title":2590,"titles":2591,"content":2592,"level":723},"\u002Fenterprise\u002Fmanaging-businesses#switching-between-businesses","Switching Between Businesses",[149],"Click on any business to open its full portal. You'll have the same access as the business owner — Dashboard, Reports, Pipeline, Transactions, Financials, and Team management.",{"id":2594,"title":2595,"titles":2596,"content":2597,"level":723},"\u002Fenterprise\u002Fmanaging-businesses#adding-a-new-business","Adding a New Business",[149],"From the Enterprise page, click to create a new business. Set up the business name, invite team members, configure the economic model and business information for the new entity.",{"id":2599,"title":2600,"titles":2601,"content":2602,"level":723},"\u002Fenterprise\u002Fmanaging-businesses#business-independence","Business Independence",[149],"Each business maintains separate: DataIntegrations (FUB, QuickBooks, etc.)Team members and rolesEconomic models and budgetsFinancial records Only the Enterprise Dashboard aggregates data across businesses.",{"id":2604,"title":2348,"titles":2605,"content":2606,"level":723},"\u002Fenterprise\u002Fmanaging-businesses#tips",[149],"Set up each business with its own Economic Model for accurate per-business forecasting.Use Enterprise Reports to compare performance across businesses.Each business can have its own integrations configured independently.",{"id":154,"title":153,"titles":2608,"content":2609,"level":1858},[],"Run cross-business CEO reports and enterprise-wide competitions.",{"id":2611,"title":450,"titles":2612,"content":2613,"level":723},"\u002Fenterprise\u002Fenterprise-reports#overview",[153],"Enterprise accounts have access to two exclusive features: the Enterprise CEO Report (aggregated across all businesses) and Enterprise Competitions (cross-business competitions).",{"id":2615,"title":2616,"titles":2617,"content":2618,"level":723},"\u002Fenterprise\u002Fenterprise-reports#enterprise-ceo-report","Enterprise CEO Report",[153],"Navigate to Enterprise > Reports > CEO Report. This report aggregates data from all businesses under your enterprise. It follows the same format as the standard CEO Summary report but combines metrics across all your businesses. Use it for board meetings, investor updates, and strategic planning.",{"id":2620,"title":2621,"titles":2622,"content":2623,"level":723},"\u002Fenterprise\u002Fenterprise-reports#enterprise-competitions","Enterprise Competitions",[153],"Navigate to Enterprise > Competitions. Create competitions that span across multiple businesses. This lets agents from different offices compete against each other. Enterprise competitions use the same metrics as standard competitions but pull from all businesses in your enterprise. For more details, see the CEO Summary Report and Creating Competitions.",{"id":139,"title":138,"titles":2625,"content":2626,"level":1858},[],"Manage multiple businesses and view cross-company analytics from one dashboard.",{"id":165,"title":164,"titles":2628,"content":2629,"level":1858},[],"Complete guide to connecting ClarityNOW with Follow Up Boss for automatic deal and activity syncing. Looking for quick setup? Jump to Step 1: Connect Follow Up Boss below.",{"id":2631,"title":450,"titles":2632,"content":2633,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#overview",[164],"The Follow Up Boss (FUB) integration keeps your ClarityNOW goals, reporting, and P&L accurate by syncing deals and activity from FUB — without spreadsheets.",{"id":2635,"title":2636,"titles":2637,"content":2638,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#what-you-get","What You Get",[164,450],"Automatic creation and updating of ClarityNOW transactions from FUB deals via webhooksMapped pipelines and stages (custom FUB pipelines supported)Daily Tracking auto-sync from FUB calendar appointment typesA FUB sidebar in ClarityNOW to browse contacts, tasks, and dealsTeam support with agent-level integrations that roll up to the Rainmaker",{"id":2640,"title":2641,"titles":2642,"content":2643,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#what-you-still-do-manually","What You Still Do Manually",[164,450],"Enter the property address (FUB contacts can have multiple addresses)Complete the Cost of Sale and commission splits",{"id":2645,"title":2646,"titles":2647,"content":2648,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#sync-frequency","Sync Frequency",[164,450],"Deals & stages — Webhook events processed every minuteDaily Tracking — Refreshed every 5 minutes from FUB",{"id":2650,"title":2651,"titles":2652,"content":2653,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#connecting-follow-up-boss","Connecting Follow Up Boss",[164],"In ClarityNOW, open Dashboard > Tools & IntegrationsChoose Follow Up Boss Integration > LaunchClick Start IntegrationIn Follow Up Boss, go to Admin > Integrations > API Keys & Lead EmailClick Create API Key, name it \"ClarityNOW\", and copy the keyBack in ClarityNOW, paste the API key and click SaveClick Complete Integration to register webhooks and create custom fields",{"id":2655,"title":2656,"titles":2657,"content":722,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#step-2-configure-pipelines-stages","Step 2: Configure Pipelines & Stages",[164],{"id":2659,"title":2660,"titles":2661,"content":2662,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#choose-which-deals-auto-sync","Choose Which Deals Auto-Sync",[164,2656],"For each FUB pipeline and stage, toggle Yes\u002FNo to include it in auto-sync. Custom pipelines and stages appear automatically.",{"id":2664,"title":2665,"titles":2666,"content":2667,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#map-fub-stages-to-claritynow-statuses","Map FUB Stages to ClarityNOW Statuses",[164,2656],"Use Deal Stage Mapping to point FUB stages to ClarityNOW statuses (e.g., map \"Offers\", \"Contract\", and \"Pending\" to ClarityNOW's \"Pending\" status).",{"id":2669,"title":2670,"titles":2671,"content":2672,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#step-3-daily-tracking-mapping","Step 3: Daily Tracking Mapping",[164],"In FUB, define your Appointment Types in CalendarIn ClarityNOW Daily Tracking Mapping, map each FUB appointment type to the corresponding tracking metricCustom tracking categories can also be mapped",{"id":2674,"title":2675,"titles":2676,"content":722,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#working-with-deals","Working with Deals",[164],{"id":2678,"title":2679,"titles":2680,"content":2681,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#from-fub-to-claritynow","From FUB to ClarityNOW",[164,2675],"Create or update a Deal in FUBWithin a minute, ClarityNOW creates a transaction with status IncompleteOpen the transaction and finish: Address, Cost of Sale, and commission splitsClick Save to complete",{"id":2683,"title":2684,"titles":2685,"content":2686,"level":2119},"\u002Fintegrations\u002Ffollow-up-boss-integration#from-claritynow-to-fub","From ClarityNOW to FUB",[164,2675],"On any transaction, click the Follow Up Boss button to Create Deal in FUB or Find & Link Deal to connect an existing one.",{"id":2688,"title":2689,"titles":2690,"content":2691,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#the-fub-sidebar","The FUB Sidebar",[164],"Access via Integrations > Follow Up Boss for tabs showing: Contacts — Search and browse FUB contacts; create listings or transactionsLeads — View synced leadsTasks — See FUB tasks while working in ClarityNOWDeals — Filter by pipeline\u002Fstage, open deals, create transactions",{"id":2693,"title":2694,"titles":2695,"content":2696,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#team-functionality","Team Functionality",[164],"Each agent connects their own FUB API keyAgent updates flow to their ClarityNOW accounts and roll up to the RainmakerAgents see only their data; leaders see company-wide plus per-agent via Observatory",{"id":2698,"title":2699,"titles":2700,"content":2701,"level":723},"\u002Fintegrations\u002Ffollow-up-boss-integration#faqs","FAQs",[164],"Does the integration backfill older deals?\nNo. Link them manually via Find & Link Deal or create transactions from the FUB Sidebar. Why isn't the property address auto-filled?\nFUB contacts can hold multiple addresses. Choose the correct one via Search FUB or type it manually. How fast is syncing?\nDeals process every minute; Daily Tracking updates every 5 minutes. Can I control which FUB stages sync?\nYes. Toggle stages in Integration Settings and map them to ClarityNOW statuses.",{"id":169,"title":168,"titles":2703,"content":2704,"level":1858},[],"How to complete incomplete deals that come in from Follow Up Boss.",{"id":2706,"title":450,"titles":2707,"content":2708,"level":723},"\u002Fintegrations\u002Fcompleting-fub-deals#overview",[168],"When deals sync from Follow Up Boss, they may be missing information needed for accurate ClarityNOW reporting. These incomplete deals need to be edited to fill in the gaps.",{"id":2710,"title":2143,"titles":2711,"content":2712,"level":723},"\u002Fintegrations\u002Fcompleting-fub-deals#steps",[168],"Log in to your ClarityNOW portalClick Portal DashboardClick Listings or Transactions on the left sidebar (depending on whether the deal is a listing or buyer transaction)You will see incomplete deals highlighted in redClick the blue Actions buttonClick EditAdd any missing information to complete the dealClick Submit",{"id":2714,"title":2715,"titles":2716,"content":2717,"level":723},"\u002Fintegrations\u002Fcompleting-fub-deals#important","Important",[168],"If you click Edit and submit without filling in any information, the deal will be removed from the incomplete list but will still be missing data needed for accurate reporting. Always fill in the required fields before submitting.",{"id":173,"title":172,"titles":2719,"content":2720,"level":1858},[],"How to verify the account owner of your Follow Up Boss account for proper integration.",{"id":2722,"title":450,"titles":2723,"content":2724,"level":723},"\u002Fintegrations\u002Ffub-account-owner#overview",[172],"If data isn't flowing from Follow Up Boss into ClarityNOW, the most common cause is that the integration hasn't been connected at the account owner level on both platforms.",{"id":2726,"title":2727,"titles":2728,"content":2729,"level":723},"\u002Fintegrations\u002Ffub-account-owner#what-to-check","What to Check",[172],"Confirm that the owner account in Follow Up Boss is the same account used to complete the ClarityNOW integration. Integrations completed under non-owner users can prevent data from transferring properly.",{"id":2731,"title":2732,"titles":2733,"content":2734,"level":723},"\u002Fintegrations\u002Ffub-account-owner#how-to-find-your-fub-account-owner","How to Find Your FUB Account Owner",[172],"Log in to Follow Up BossNavigate to Admin > TeamThe account owner will be listed with the \"Owner\" role Make sure this is the same person whose ClarityNOW account has the integration connected. If not, disconnect and reconnect the integration using the owner's credentials on both platforms.",{"id":177,"title":176,"titles":2736,"content":2737,"level":1858},[],"Connect ClarityNOW with QuickBooks to sync expenses and revenue automatically.",{"id":2739,"title":450,"titles":2740,"content":2741,"level":723},"\u002Fintegrations\u002Fquickbooks-integration#overview",[176],"Connect ClarityNOW and QuickBooks to reduce double entries of data. The integration syncs expenses and revenue between both platforms.",{"id":2743,"title":2143,"titles":2744,"content":2745,"level":723},"\u002Fintegrations\u002Fquickbooks-integration#steps",[176],"Log in to your ClarityNOW portalClick Portal DashboardClick the gear icon in the top right corner and navigate to IntegrationsFind QuickBooks and click LaunchYou will be asked to log in to your QuickBooks accountSign in to your QuickBooks accountReturn to the ClarityNOW tab and click AuthorizeYou will see \"Integration Successful!\"",{"id":2747,"title":2748,"titles":2749,"content":722,"level":723},"\u002Fintegrations\u002Fquickbooks-integration#what-syncs","What Syncs",[176],{"id":2751,"title":2752,"titles":2753,"content":2754,"level":2119},"\u002Fintegrations\u002Fquickbooks-integration#from-quickbooks-to-claritynow","From QuickBooks to ClarityNOW",[176,2748],"Bill Payments — Synced as expensesPurchases — Synced as expenses with account detailsInvoices — Synced as revenue",{"id":2756,"title":2757,"titles":2758,"content":2759,"level":2119},"\u002Fintegrations\u002Fquickbooks-integration#from-claritynow-to-quickbooks","From ClarityNOW to QuickBooks",[176,2748],"Closed transaction revenueBusiness expenses logged in ClarityNOW",{"id":2761,"title":2715,"titles":2762,"content":2763,"level":723},"\u002Fintegrations\u002Fquickbooks-integration#important",[176],"QuickBooks will only pull data to ClarityNOW starting from the date of integration. Historical data prior to the integration date will not be synced.",{"id":181,"title":180,"titles":2765,"content":2766,"level":1858},[],"Connect ClarityNOW with Keller Williams Command to sync contacts, opportunities, and tasks.",{"id":2768,"title":450,"titles":2769,"content":2770,"level":723},"\u002Fintegrations\u002Fkw-command-integration#overview",[180],"The KW Command integration connects ClarityNOW with the Keller Williams platform, syncing contacts, opportunities, and tasks between both systems.",{"id":2772,"title":2748,"titles":2773,"content":2774,"level":723},"\u002Fintegrations\u002Fkw-command-integration#what-syncs",[180],"Contacts — Search and browse KW Command contacts from within ClarityNOW.Opportunities — View and manage KW Command opportunities, and create transactions from opportunities.Tasks — See KW Command tasks while working in ClarityNOW.",{"id":2776,"title":2777,"titles":2778,"content":2779,"level":723},"\u002Fintegrations\u002Fkw-command-integration#connecting-kw-command","Connecting KW Command",[180],"The integration uses OAuth authentication with the Keller Williams platform. Log in to ClarityNOW.Go to Dashboard > Tools & Integrations.Find KW Command and click Launch.Click Start Integration.Sign in with your Keller Williams credentials.Authorize ClarityNOW access.Integration is complete.",{"id":2781,"title":2782,"titles":2783,"content":2784,"level":723},"\u002Fintegrations\u002Fkw-command-integration#using-the-command-sidebar","Using the Command Sidebar",[180],"Once connected, a KW Command sidebar appears in ClarityNOW (red gradient header). Sections include: Contacts — Search and browse your KW Command contacts.Opportunities — Filter by stage to view active deals.Tasks — View tasks assigned to you.",{"id":2786,"title":2787,"titles":2788,"content":2789,"level":723},"\u002Fintegrations\u002Fkw-command-integration#creating-transactions-from-command","Creating Transactions from Command",[180],"From the Opportunities section in the Command sidebar, you can create ClarityNOW transactions directly from KW Command opportunities. ClarityNOW maps Command stages to ClarityNOW statuses.",{"id":2791,"title":1822,"titles":2792,"content":2793,"level":723},"\u002Fintegrations\u002Fkw-command-integration#related-articles",[180],"Follow Up Boss IntegrationQuickBooks Integration",{"id":158,"title":157,"titles":2795,"content":2796,"level":1858},[],"Connect ClarityNOW with your favorite tools and platforms.",{"id":192,"title":191,"titles":2798,"content":2799,"level":1858},[],"Use ClarityNOW data to run more effective and productive team meetings.",{"id":2801,"title":450,"titles":2802,"content":2803,"level":723},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#overview",[191],"ClarityNOW provides the data you need to run informed, productive team meetings. Instead of relying on guesswork, use your dashboard and reports to drive the conversation.",{"id":2805,"title":2806,"titles":2807,"content":722,"level":723},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#suggested-meeting-agenda","Suggested Meeting Agenda",[191],{"id":2809,"title":2810,"titles":2811,"content":2812,"level":2119},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#_1-review-the-ceo-summary","1. Review the CEO Summary",[191,2806],"Start by pulling up the CEO Summary Report to give everyone a high-level view of the team's performance: Monthly closings and pendingsVolume and GCI totalsNet profit tracking",{"id":2814,"title":2815,"titles":2816,"content":2817,"level":2119},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#_2-check-goalgap","2. Check Goal\u002FGap",[191,2806],"Review the Goal\u002FGap Report to see where the team stands relative to annual goals: Which metrics are on track (green)?Where are there gaps (red)?What adjustments need to be made?",{"id":2819,"title":2820,"titles":2821,"content":2822,"level":2119},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#_3-review-agent-production","3. Review Agent Production",[191,2806],"Use the Agent Production Report to highlight individual performance: Celebrate top performersIdentify agents who may need supportTrack listings taken, buyers sold, and closings",{"id":2824,"title":2825,"titles":2826,"content":2827,"level":2119},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#_4-review-daily-tracking","4. Review Daily Tracking",[191,2806],"Check the Daily Tracking data to ensure agents are maintaining consistent activity: Are daily contact goals being met?Who is setting and keeping appointments?",{"id":2829,"title":2830,"titles":2831,"content":2832,"level":2119},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#_5-pipeline-review","5. Pipeline Review",[191,2806],"Review the Pipeline Report to discuss upcoming opportunities: New leads in nurtureAppointments set for the weekDeals moving toward close",{"id":2834,"title":2835,"titles":2836,"content":2837,"level":2119},"\u002Fextras\u002Fusing-claritynow-in-team-meetings#_6-action-items","6. Action Items",[191,2806],"End each meeting with clear action items based on the data reviewed.",{"id":196,"title":195,"titles":2839,"content":2840,"level":1858},[],"Use ClarityNOW's AI-powered Smart Import to upload and map your transaction and pipeline data. Quick start: Jump to Step 1: Upload Your File to begin importing.",{"id":2842,"title":450,"titles":2843,"content":2844,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#overview",[195],"Smart Import lets you bring your existing transaction and pipeline data into ClarityNOW with an AI-powered column mapping wizard. Upload a spreadsheet, let the AI analyze and map your columns, review the results, and start working with your data right away. Upload CSV, TXT, or XLSX files (up to 10 MB, max 1,000 records)AI-powered column analysis and mapping suggestionsReview and override column mappings before importBulk actions after import (assign agents, set compensation)Optional concierge import service",{"id":2846,"title":2847,"titles":2848,"content":2849,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#accessing-smart-import","Accessing Smart Import",[195],"Go to Account SettingsScroll to the Import Data sectionSelect ClarityNOW from the dropdownClick Continue to Import",{"id":2851,"title":2852,"titles":2853,"content":2854,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#step-1-upload-your-file","Step 1: Upload Your File",[195],"Choose what you're importing by toggling between Transactions\u002FListings and PipelinesDrag and drop your file into the upload zone, or click to browseSupported formats: CSV, TXT, XLSXMaximum file size: 10 MBMaximum records per file: 1,000",{"id":2856,"title":2857,"titles":2858,"content":2859,"level":2119},"\u002Fextras\u002Fimporting-data-with-smart-import#tips-before-uploading","Tips Before Uploading",[195,2852],"A tips panel is shown alongside the upload area: Add team members first - Make sure all agents and team members are in ClarityNOW before importing so records can be properly assignedInclude GCI and Agent GCI columns - These fields are important for accurate financial reportingPlan to bulk edit after - You can assign agents and set compensation in bulk after the import finishes",{"id":2861,"title":2862,"titles":2863,"content":2864,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#ai-column-analysis","AI Column Analysis",[195],"After uploading, ClarityNOW's AI analyzes your spreadsheet columns. You'll see cycling loading messages as the system processes your data. This usually takes a few seconds.",{"id":2866,"title":2867,"titles":2868,"content":2869,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#step-2-map-columns","Step 2: Map Columns",[195],"The mapping screen shows each column from your file with the AI's suggested ClarityNOW field mapping: Review each suggested mapping (the AI matches column headers to ClarityNOW fields)Override any mapping by selecting a different ClarityNOW field from the dropdownSkip columns you don't need by selecting \"Skip this column\"Click Confirm Mappings when you're happy with the results",{"id":2871,"title":2872,"titles":2873,"content":2874,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#step-3-review-results","Step 3: Review Results",[195],"After the import completes, you'll see a summary: Imported - Number of records successfully createdSkipped - Number of records that couldn't be imported (with reasons)",{"id":2876,"title":2877,"titles":2878,"content":2879,"level":2119},"\u002Fextras\u002Fimporting-data-with-smart-import#bulk-actions","Bulk Actions",[195,2872],"A toolbar appears above the imported records for bulk operations: Assign Agent - Select an agent to assign to multiple records at onceMember Compensation - Set commission details for selected records",{"id":2881,"title":2882,"titles":2883,"content":2884,"level":2119},"\u002Fextras\u002Fimporting-data-with-smart-import#next-steps","Next Steps",[195,2872],"Click Edit on any record to open it and make adjustmentsClick Upload Another to import additional filesClick View All to see your imported records in the Transactions or Pipeline views",{"id":2886,"title":2887,"titles":2888,"content":2889,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#concierge-import-service","Concierge Import Service",[195],"Prefer a hands-off approach? ClarityNOW offers a Concierge Import Service for $299 (one-time fee). The team handles your data migration for you. Click Concierge Service on the import pageEnter your payment card via StripeThe ClarityNOW team will reach out to coordinate your import",{"id":2891,"title":2699,"titles":2892,"content":2893,"level":723},"\u002Fextras\u002Fimporting-data-with-smart-import#faqs",[195],"What if my columns don't map correctly?\nYou can manually override every mapping in Step 2. If a column doesn't match any ClarityNOW field, just skip it. Can I import more than 1,000 records?\nSplit your file into batches of 1,000 or fewer and upload each batch separately. What file formats are supported?\nCSV, TXT, and XLSX files up to 10 MB. Can I undo an import?\nImported records can be individually edited or deleted, but there's no bulk undo. Make sure to review your mappings carefully in Step 2. Migrating from Sisu? See Importing Data from Sisu for a dedicated import flow.",{"id":200,"title":199,"titles":2895,"content":2896,"level":1858},[],"Import your transactions and pipelines from Sisu into ClarityNOW with the dedicated Sisu import tool. Quick start: Jump to Uploading Your Sisu Export to begin.",{"id":2898,"title":450,"titles":2899,"content":2900,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#overview",[199],"The Sisu Import tool is built specifically for teams migrating from Sisu to ClarityNOW. Upload your Sisu export file and ClarityNOW will parse your transactions and pipelines, letting you review, assign agents, and set compensation before finalizing. Upload Sisu export files (CSV, XLSX, XLS)Automatic parsing into Transactions and Pipelines tabsBulk agent assignment and member compensationSortable tables with pagination",{"id":2902,"title":2903,"titles":2904,"content":2905,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#accessing-the-sisu-import","Accessing the Sisu Import",[199],"Go to Account SettingsScroll to the Import Data sectionSelect Sisu from the dropdownClick Continue to Import",{"id":2907,"title":2908,"titles":2909,"content":2910,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#preparing-your-sisu-export","Preparing Your Sisu Export",[199],"Before importing, export your data from Sisu: In Sisu, go to your transactions or pipeline listExport to CSV or XLSX formatMake sure the export includes GCI fields for accurate financial data",{"id":2912,"title":2913,"titles":2914,"content":2915,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#uploading-your-sisu-export","Uploading Your Sisu Export",[199],"Drag and drop your file into the upload zone, or click to browseSupported formats: CSV, XLSX, XLS",{"id":2917,"title":2918,"titles":2919,"content":2920,"level":2119},"\u002Fextras\u002Fimporting-data-from-sisu#tips-panel","Tips Panel",[199,2913],"Export from Sisu first - Make sure you have a fresh export before uploadingInclude GCI fields - Financial data is important for accurate reporting in ClarityNOW",{"id":2922,"title":2923,"titles":2924,"content":2925,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#import-results","Import Results",[199],"After processing, the page shows success and\u002For warning banners letting you know how many records were imported and if any had issues.",{"id":2927,"title":2928,"titles":2929,"content":2930,"level":2119},"\u002Fextras\u002Fimporting-data-from-sisu#transactions-tab","Transactions Tab",[199,2923],"The Transactions tab displays imported records in a sortable table with 10 columns: Checkbox selection with Select All for bulk actionsSortable columns including property address, client name, sale type, status, dates, and financial fieldsPagination at 25 records per pageClick Edit on any row to open the transaction at \u002Ftransactions\u002F{id}",{"id":2932,"title":2933,"titles":2934,"content":2935,"level":2119},"\u002Fextras\u002Fimporting-data-from-sisu#pipelines-tab","Pipelines Tab",[199,2923],"The Pipelines tab shows imported pipeline records in a similar table with 9 sortable columns: Checkbox selection with Select AllPipeline-specific fields including stage, source, and expected close datePagination at 25 records per pageClick Edit on any row to open the pipeline record at \u002Fsales-pipeline\u002F{id}",{"id":2937,"title":2877,"titles":2938,"content":2939,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#bulk-actions",[199],"Select one or more records using the checkboxes, then use the bulk actions toolbar:",{"id":2941,"title":2942,"titles":2943,"content":2944,"level":2119},"\u002Fextras\u002Fimporting-data-from-sisu#assign-agent","Assign Agent",[199,2877],"Select the records you want to updateClick Assign Agent in the toolbarChoose an agent from the dropdownThe selected records get updated with the assigned agent",{"id":2946,"title":2947,"titles":2948,"content":2949,"level":2119},"\u002Fextras\u002Fimporting-data-from-sisu#member-compensation","Member Compensation",[199,2877],"Select the records you want to updateClick Member Compensation in the toolbarThe Member Compensation Modal opens:\nAdd members - Add one or more team members to the compensation splitCommission type - Choose Percentage (%) or Flat ($) for each memberCap conditions - Set cap thresholds if applicableRoyalty conditions - Configure royalty splits if applicableClick Save to apply Heads up: Be careful when setting compensation for the account owner. The owner's compensation is typically calculated automatically based on team settings.",{"id":2951,"title":2699,"titles":2952,"content":2953,"level":723},"\u002Fextras\u002Fimporting-data-from-sisu#faqs",[199],"What if some records show warnings?\nWarnings usually mean a field couldn't be mapped automatically. Click Edit on the affected record to fill in the missing data manually. Can I import both transactions and pipelines from one file?\nYes. ClarityNOW parses the file and separates records into the Transactions and Pipelines tabs automatically. What Sisu export format works best?\nCSV or XLSX with all available columns included. The more data in the export, the more ClarityNOW can map. Not from Sisu? Use the Smart Import tool for general CSV\u002FXLSX uploads from any source.",{"id":204,"title":203,"titles":2955,"content":2956,"level":1858},[],"Ensure ClarityNOW loads the latest version by performing a hard refresh.",{"id":2958,"title":450,"titles":2959,"content":2960,"level":723},"\u002Fextras\u002Fhard-refresh-and-clear-cache#overview",[203],"To ensure that ClarityNOW loads the latest version, a hard refresh clears the browser's cache for that page. The commands differ based on your operating system and browser. First, log out of your browser. Once you've done that, perform a hard refresh.",{"id":2962,"title":2963,"titles":2964,"content":2965,"level":723},"\u002Fextras\u002Fhard-refresh-and-clear-cache#chrome-on-windows","Chrome on Windows",[203],"Two ways to hard refresh: Hold down Ctrl and click the Reload buttonOr hold down Ctrl and press F5",{"id":2967,"title":2968,"titles":2969,"content":2970,"level":723},"\u002Fextras\u002Fhard-refresh-and-clear-cache#chrome-on-mac","Chrome on Mac",[203],"Two ways to hard refresh: Hold down Shift and click the Reload buttonOr hold down Command + Shift + R",{"id":2972,"title":2973,"titles":2974,"content":2975,"level":723},"\u002Fextras\u002Fhard-refresh-and-clear-cache#safari","Safari",[203],"Hold down Option + Command and press the E key After performing the hard refresh, log back in to ClarityNOW and the latest version should load.",{"id":208,"title":207,"titles":2977,"content":2978,"level":1858},[],"Manage your credit card, subscription plan, and billing details in ClarityNOW.",{"id":2980,"title":450,"titles":2981,"content":2982,"level":723},"\u002Fextras\u002Fupdating-payment-information#overview",[207],"You can update your payment method, change your subscription plan, and view billing history directly from your ClarityNOW account settings.",{"id":2984,"title":2985,"titles":2986,"content":2987,"level":723},"\u002Fextras\u002Fupdating-payment-information#accessing-payment-settings","Accessing Payment Settings",[207],"Log in to your ClarityNOW portalClick Portal DashboardClick on your name in the top right cornerSelect Account Settings",{"id":2989,"title":2990,"titles":2991,"content":722,"level":723},"\u002Fextras\u002Fupdating-payment-information#what-you-can-manage","What You Can Manage",[207],{"id":2993,"title":2994,"titles":2995,"content":2996,"level":2119},"\u002Fextras\u002Fupdating-payment-information#update-payment-method","Update Payment Method",[207,2990],"From the Account Settings page, you can: Add or update your credit card informationReplace an expired card with a new oneChange to a different payment method",{"id":2998,"title":2999,"titles":3000,"content":3001,"level":2119},"\u002Fextras\u002Fupdating-payment-information#view-and-change-your-subscription-plan","View and Change Your Subscription Plan",[207,2990],"See your current subscription plan and billing cycleUpgrade to a higher tier for additional featuresDowngrade to a lower tier (takes effect at the end of the current billing period) Available plans: Solo, Team, and Enterprise. See Subscription Plans for a full comparison.",{"id":3003,"title":3004,"titles":3005,"content":3006,"level":2119},"\u002Fextras\u002Fupdating-payment-information#view-billing-history","View Billing History",[207,2990],"Review past invoices and payment datesCheck payment amounts and plan changesDownload invoices for your records",{"id":3008,"title":3009,"titles":3010,"content":3011,"level":723},"\u002Fextras\u002Fupdating-payment-information#failed-payment-troubleshooting","Failed Payment Troubleshooting",[207],"If a payment fails, ClarityNOW will notify you via email. Common causes and solutions: IssueSolutionExpired cardUpdate your payment method with a new cardInsufficient fundsEnsure your card has available balance and retryCard declinedContact your bank to authorize the charge, then retryIncorrect card detailsRe-enter your card number, expiration date, and CVV If your payment fails, your account remains active for a short grace period. Update your payment method promptly to avoid service interruption.",{"id":3013,"title":3014,"titles":3015,"content":3016,"level":723},"\u002Fextras\u002Fupdating-payment-information#canceling-your-subscription","Canceling Your Subscription",[207],"To cancel your subscription: Go to Account SettingsNavigate to your subscription sectionClick Cancel SubscriptionYour access continues until the end of the current billing period You can resume a cancelled subscription at any time before the billing period ends to reactivate it.",{"id":3018,"title":1822,"titles":3019,"content":3020,"level":723},"\u002Fextras\u002Fupdating-payment-information#related-articles",[207],"Subscription Plans — Compare plan features and pricingAccount Settings — Manage your profile and account preferences",{"id":212,"title":211,"titles":3022,"content":3023,"level":1858},[],"Export your listings, transactions, financials, and pipeline data from ClarityNOW.",{"id":3025,"title":450,"titles":3026,"content":3027,"level":723},"\u002Fextras\u002Fexporting-data#overview",[211],"You can export all listings, transactions, financials, and pipeline data from ClarityNOW as CSV files.",{"id":3029,"title":2143,"titles":3030,"content":3031,"level":723},"\u002Fextras\u002Fexporting-data#steps",[211],"Log in to your ClarityNOW portalClick Portal DashboardSelect the tab for the data you want to export:\nListingsTransactionsSales PipelineFinancialsIn each tab, you will see a red Export buttonClick Export to download the data as a CSV file",{"id":3033,"title":2715,"titles":3034,"content":3035,"level":723},"\u002Fextras\u002Fexporting-data#important",[211],"Only data matching your current filter selection will be exported. Before clicking Export, double-check your filters to make sure you have the desired ones selected.",{"id":216,"title":215,"titles":3037,"content":3038,"level":1858},[],"Answers to common questions about ClarityNOW features, billing, integrations, and troubleshooting.",{"id":3040,"title":3041,"titles":3042,"content":722,"level":723},"\u002Fextras\u002Ffrequently-asked-questions#general","General",[215],{"id":3044,"title":3045,"titles":3046,"content":3047,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#can-my-admin-and-coach-collaborate-within-claritynow","Can my admin and coach collaborate within ClarityNOW?",[215,3041],"Yes. You can add team members as Agents, Editors, or Viewers. Editors can view and modify your portal data, making it easy for admins and coaches to collaborate with you. See How to Add a Team User.",{"id":3049,"title":3050,"titles":3051,"content":3052,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#can-i-add-custom-tracking-items","Can I add custom tracking items?",[215,3041],"Yes. Rainmakers and Editors can create custom tracking categories in Daily Tracking. See How to Add a Tracking Category.",{"id":3054,"title":3055,"titles":3056,"content":3057,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#what-support-does-claritynow-offer","What support does ClarityNOW offer?",[215,3041],"ClarityNOW provides: Live chat support accessible from the help sidebarVideo library with tutorials and walkthroughsHelp center (this knowledge base) with step-by-step guides",{"id":3059,"title":3060,"titles":3061,"content":3062,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#can-agents-see-each-others-data","Can agents see each other's data?",[215,3041],"No. Agents only see listings and transactions they are directly involved with. The Rainmaker (team leader) has full visibility into the entire team's activities through the Observatory.",{"id":3064,"title":3065,"titles":3066,"content":3067,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#what-is-claritynows-background","What is ClarityNOW's background?",[215,3041],"ClarityNOW was created by coaches with over 40 years of real estate expertise. The platform focuses on empowering agents to become successful business owners through Goal\u002FGap Analysis, Economic Model insights, and personalized reporting based on the MREA (Millionaire Real Estate Agent) framework.",{"id":3069,"title":3070,"titles":3071,"content":722,"level":723},"\u002Fextras\u002Ffrequently-asked-questions#billing-subscription","Billing & Subscription",[215],{"id":3073,"title":3074,"titles":3075,"content":3076,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#what-plans-are-available","What plans are available?",[215,3070],"ClarityNOW offers Solo, Team, and Enterprise tiers. All new accounts start with a 14-day free trial. See Subscription Plans for a full comparison.",{"id":3078,"title":3079,"titles":3080,"content":3081,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#how-do-i-update-my-payment-method","How do I update my payment method?",[215,3070],"Go to Account Settings by clicking your name in the top right corner. From there you can update your credit card and manage your subscription. See Updating Payment Information.",{"id":3083,"title":3084,"titles":3085,"content":3086,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#what-happens-if-my-payment-fails","What happens if my payment fails?",[215,3070],"Your account remains active for a short grace period. You'll receive an email notification with instructions to update your payment method. Update promptly to avoid service interruption.",{"id":3088,"title":3089,"titles":3090,"content":3091,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#can-i-cancel-my-subscription","Can I cancel my subscription?",[215,3070],"Yes. You can cancel from Account Settings. Your access continues until the end of the current billing period. You can resume at any time before the period ends.",{"id":3093,"title":157,"titles":3094,"content":722,"level":723},"\u002Fextras\u002Ffrequently-asked-questions#integrations",[215],{"id":3096,"title":3097,"titles":3098,"content":3099,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#what-integrations-does-claritynow-support","What integrations does ClarityNOW support?",[215,157],"ClarityNOW currently integrates with: Follow Up Boss — CRM integration for leads, deals, and daily tracking syncKW Command — Keller Williams platform integration for contacts and opportunitiesQuickBooks — Expense and revenue synchronization See the Integrations section for setup guides.",{"id":3101,"title":3102,"titles":3103,"content":3104,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#does-the-follow-up-boss-integration-backfill-historical-data","Does the Follow Up Boss integration backfill historical data?",[215,157],"No. The FUB integration only syncs deals and activity from the date of integration forward. Historical data prior to connecting will not be imported.",{"id":3106,"title":3107,"titles":3108,"content":3109,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#does-the-quickbooks-integration-import-historical-data","Does the QuickBooks integration import historical data?",[215,157],"No. QuickBooks will only pull data to ClarityNOW starting from the integration date. Expenses and revenue recorded before connecting will not sync.",{"id":3111,"title":3112,"titles":3113,"content":722,"level":723},"\u002Fextras\u002Ffrequently-asked-questions#technical","Technical",[215],{"id":3115,"title":3116,"titles":3117,"content":3118,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#how-do-i-clear-my-cache-if-something-isnt-loading","How do I clear my cache if something isn't loading?",[215,3112],"Try a hard refresh: Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac). If issues persist, clear your browser cache completely. See Hard Refresh and Clear Cache.",{"id":3120,"title":3121,"titles":3122,"content":3123,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#what-browsers-does-claritynow-support","What browsers does ClarityNOW support?",[215,3112],"ClarityNOW works best on modern browsers: Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. We recommend keeping your browser up to date.",{"id":3125,"title":3126,"titles":3127,"content":3128,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#can-i-export-my-data","Can I export my data?",[215,3112],"Yes. Most reports and tables in ClarityNOW can be exported to CSV. Look for the Export button on report pages. See Exporting Data.",{"id":3130,"title":3131,"titles":3132,"content":722,"level":723},"\u002Fextras\u002Ffrequently-asked-questions#data-reporting","Data & Reporting",[215],{"id":3134,"title":3135,"titles":3136,"content":3137,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#how-is-gci-calculated","How is GCI calculated?",[215,3131],"For percentage-based commissions: GCI = Sale Price × Commission Rate. For flat-rate commissions: GCI = the fixed commission amount. See the Glossary for more financial terms.",{"id":3139,"title":3140,"titles":3141,"content":3142,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#how-does-seasonality-work","How does seasonality work?",[215,3131],"Seasonality distributes your annual goals across quarters (Q1–Q4). The percentages must total 100%. Typically, Q2 and Q3 are strongest in real estate. Your seasonality settings are configured in the Economic Model.",{"id":3144,"title":3145,"titles":3146,"content":3147,"level":2119},"\u002Fextras\u002Ffrequently-asked-questions#how-is-net-profit-calculated","How is Net Profit calculated?",[215,3131],"Net Profit = Gross Commission Income − Cost of Sale − Operating Expenses. See the Profit & Loss Report for a full breakdown.",{"id":3149,"title":1822,"titles":3150,"content":3151,"level":723},"\u002Fextras\u002Ffrequently-asked-questions#related-articles",[215],"Quick Start Guide — Get up and running with ClarityNOWGlossary — Key terms and definitionsHard Refresh and Clear Cache — Browser troubleshooting",{"id":220,"title":219,"titles":3153,"content":3154,"level":1858},[],"Use ClarityNOW data to lead more effective one-on-one meetings with your agents.",{"id":3156,"title":450,"titles":3157,"content":3158,"level":723},"\u002Fextras\u002Frunning-one-on-ones#overview",[219],"ClarityNOW gives you the data to run productive 1:1 meetings with your agents. Use the Observatory feature to review each agent's performance before and during the meeting.",{"id":3160,"title":3161,"titles":3162,"content":3163,"level":723},"\u002Fextras\u002Frunning-one-on-ones#before-the-meeting","Before the Meeting",[219],"Navigate to Observatory in the left sidebarSelect the agent you'll be meeting withReview their key metrics:\nGoal\u002FGap — Are they on track for the quarter?Daily Tracking — Are they maintaining consistent activity?Pipeline — What's in their pipeline?Agent Production — Listings taken, buyers sold, closings",{"id":3165,"title":3166,"titles":3167,"content":722,"level":723},"\u002Fextras\u002Frunning-one-on-ones#during-the-meeting","During the Meeting",[219],{"id":3169,"title":3170,"titles":3171,"content":3172,"level":2119},"\u002Fextras\u002Frunning-one-on-ones#review-goals-vs-actuals","Review Goals vs. Actuals",[219,3166],"Pull up the agent's Goal\u002FGap report and discuss: Where they're ahead or behindWhat's causing any gapsWhat adjustments to make",{"id":3174,"title":3175,"titles":3176,"content":3177,"level":2119},"\u002Fextras\u002Frunning-one-on-ones#review-activity","Review Activity",[219,3166],"Check their Daily Tracking to discuss: Are they hitting daily contact goals?How many appointments are being set and held?Are there patterns in productive vs. unproductive days?",{"id":3179,"title":3180,"titles":3181,"content":3182,"level":2119},"\u002Fextras\u002Frunning-one-on-ones#review-pipeline","Review Pipeline",[219,3166],"Go through their active pipeline opportunities: Which deals are most likely to close?Are there stalled deals that need attention?What's the projected income from their pipeline?",{"id":3184,"title":3185,"titles":3186,"content":3187,"level":2119},"\u002Fextras\u002Frunning-one-on-ones#set-action-items","Set Action Items",[219,3166],"End with clear, measurable action items for the next week tied to specific metrics.",{"id":224,"title":223,"titles":3189,"content":3190,"level":1858},[],"Guidance on structuring your real estate team organization within ClarityNOW.",{"id":3192,"title":450,"titles":3193,"content":3194,"level":723},"\u002Fextras\u002Forganizational-model#overview",[223],"Your organizational model defines the structure of your real estate business — who does what, how compensation flows, and how you scale. ClarityNOW's Economic Model and team features are designed to support various organizational structures.",{"id":3196,"title":3197,"titles":3198,"content":722,"level":723},"\u002Fextras\u002Forganizational-model#common-team-structures","Common Team Structures",[223],{"id":3200,"title":3201,"titles":3202,"content":3203,"level":2119},"\u002Fextras\u002Forganizational-model#solo-agent","Solo Agent",[223,3197],"One agent handling all aspects of the businessNo team member commissions in Cost of SaleAll GCI flows directly to the agent after broker fees",{"id":3205,"title":3206,"titles":3207,"content":3208,"level":2119},"\u002Fextras\u002Forganizational-model#agent-with-admin-support","Agent with Admin Support",[223,3197],"One producing agent with transaction coordinator or virtual assistantAdmin costs tracked as expenses or flat-fee Cost of Sale itemsAgent keeps the majority of GCI",{"id":3210,"title":3211,"titles":3212,"content":3213,"level":2119},"\u002Fextras\u002Forganizational-model#small-team-rainmaker-model","Small Team (Rainmaker Model)",[223,3197],"Rainmaker (team leader) who generates and distributes leads2-5 agents who work leads and close transactionsCommission splits tracked per transaction in Cost of SaleRainmaker sees all team data; agents see only their own",{"id":3215,"title":3216,"titles":3217,"content":3218,"level":2119},"\u002Fextras\u002Forganizational-model#large-team-brokerage","Large Team \u002F Brokerage",[223,3197],"Multiple team leads or departmentsISA (Inside Sales Agent) department handling inbound leadsMultiple commission tiers and referral structuresEnterprise features for multi-office management",{"id":3220,"title":3221,"titles":3222,"content":3223,"level":723},"\u002Fextras\u002Forganizational-model#setting-up-your-structure-in-claritynow","Setting Up Your Structure in ClarityNOW",[223],"Add Team Members — Everyone receiving commission payoutsAdd Team Users — Everyone needing portal accessConfigure Your Economic Model — Set your role (individual, team owner, team member) and compensation structureSet Commission Splits — Define how each transaction's income is distributedTrack with Observatory — Use the Observatory feature to monitor individual agent performance",{"id":3225,"title":2348,"titles":3226,"content":3227,"level":723},"\u002Fextras\u002Forganizational-model#tips",[223],"Keep your organizational model simple and clearly definedReview and adjust your Economic Model quarterly as your team evolvesUse the Budget Model to plan for team growth expenses",{"id":228,"title":227,"titles":3229,"content":3230,"level":1858},[],"Update your profile, manage your coach, view subscription details, and import data from your ClarityNOW account page.",{"id":3232,"title":450,"titles":3233,"content":3234,"level":723},"\u002Fextras\u002Faccount-settings#overview",[227],"Account Settings (\u002Faccount) is your central hub for managing your profile, coach relationship, subscription, and data imports. On desktop, the page has a scroll-spy side navigation so you can quickly jump to each section.",{"id":3236,"title":3237,"titles":3238,"content":3239,"level":723},"\u002Fextras\u002Faccount-settings#accessing-account-settings","Accessing Account Settings",[227],"Click your name or avatar in the top-right cornerSelect Account Settings Or go directly to \u002Faccount.",{"id":3241,"title":3242,"titles":3243,"content":3244,"level":723},"\u002Fextras\u002Faccount-settings#side-navigation","Side Navigation",[227],"On desktop, a fixed side navigation follows you as you scroll, with links to each section: ProfileMy CoachSubscription & BillingImport Data Click any link to jump to that section.",{"id":3246,"title":3247,"titles":3248,"content":3249,"level":723},"\u002Fextras\u002Faccount-settings#profile","Profile",[227],"Update your personal details: Name - Your display name across ClarityNOWEmail - Your login email addressPhone - Contact phone numberTitle - Professional title (e.g., \"Team Leader\", \"Broker Associate\")City - Your cityState - Your stateAvatar - Upload or change your profile photo Click Save after making changes.",{"id":3251,"title":3252,"titles":3253,"content":3254,"level":723},"\u002Fextras\u002Faccount-settings#my-coach","My Coach",[227],"This section shows your current coaching relationship: Current coach - Your assigned coach's name and contact infoChange Coach - Select a different coach from available coachesRemove Coach - Disconnect from your current coach",{"id":3256,"title":3257,"titles":3258,"content":3259,"level":723},"\u002Fextras\u002Faccount-settings#subscription-billing","Subscription & Billing",[227],"This section is visible to account owners only. Plan name - Your current subscription (Solo, Team, or Enterprise)Status badge - Shows Active or Cancelled (with \"on grace period\" if applicable)Manage Subscription - Click to go to \u002Fsubscriptions for full billing management, plan changes, and payment updates Need to update payment? See Updating Payment Information for step-by-step instructions.",{"id":3261,"title":3262,"titles":3263,"content":3264,"level":723},"\u002Fextras\u002Faccount-settings#import-data","Import Data",[227],"This section is visible to account owners only. Import your existing data into ClarityNOW: Select the import source from the dropdown:\nClarityNOW - General Smart Import for CSV\u002FXLSX filesSisu - Dedicated Sisu migration toolClick Continue to Import to launch the import wizard The button only appears after you select a source. Import guides: See Importing Data with Smart Import or Importing Data from Sisu for detailed walkthroughs.",{"id":3266,"title":3267,"titles":3268,"content":3269,"level":723},"\u002Fextras\u002Faccount-settings#reactivate-account","Reactivate Account",[227],"If your account has been cancelled or is inactive, a Reactivate Account modal may appear with: A warning about your current account statusA Reactivate button to restore your subscription and access",{"id":3271,"title":1822,"titles":3272,"content":3273,"level":723},"\u002Fextras\u002Faccount-settings#related-articles",[227],"Importing Data with Smart Import - AI-powered data import from any spreadsheetImporting Data from Sisu - Dedicated migration from SisuUpdating Payment Information - Manage billing and payment methodsSubscription Plans - Compare plan featuresRoles and Permissions - Understand access levels and manage permissions",{"id":232,"title":231,"titles":3275,"content":3276,"level":1858},[],"Earn credits by referring colleagues to ClarityNOW through the referral program.",{"id":3278,"title":450,"titles":3279,"content":3280,"level":723},"\u002Fextras\u002Freferral-program#overview",[231],"ClarityNOW's Refer a Friend program rewards you for sharing the platform with colleagues. When someone you refer subscribes, both you and the new user receive account credits.",{"id":3282,"title":3283,"titles":3284,"content":3285,"level":723},"\u002Fextras\u002Freferral-program#how-it-works","How It Works",[231],"Send a referral — Use the Refer a Friend feature in ClarityNOW to send an email invitation to a colleagueThey sign up — Your referral creates a ClarityNOW account using your referral linkThey subscribe — When they choose a paid plan, the referral is confirmedYou both earn credits — Both you and the referred user receive account credits applied to your next billing cycle",{"id":3287,"title":3288,"titles":3289,"content":3290,"level":723},"\u002Fextras\u002Freferral-program#accessing-the-referral-program","Accessing the Referral Program",[231],"Log in to your ClarityNOW portalClick Refer a Friend in the left sidebarA referral modal will open where you can enter your colleague's email address",{"id":3292,"title":3293,"titles":3294,"content":3295,"level":723},"\u002Fextras\u002Freferral-program#referral-credits","Referral Credits",[231],"Credits are applied automatically to your account when the referred user subscribes to a paid plan. Credits reduce the amount charged on your next billing cycle.",{"id":3297,"title":2348,"titles":3298,"content":3299,"level":723},"\u002Fextras\u002Freferral-program#tips",[231],"Share with your network — Agents, team leaders, and brokers who track production will benefit from ClarityNOWMention specific features — When referring, highlight features relevant to your colleague (e.g., Goal\u002FGap analysis for goal-oriented agents, P&L for financially-focused team leaders)Follow up — A personal recommendation goes further than just sending a link",{"id":3301,"title":1822,"titles":3302,"content":3303,"level":723},"\u002Fextras\u002Freferral-program#related-articles",[231],"Subscription Plans — Share plan details with potential referralsQuick Start Guide — Point new users to the getting started guide",{"id":185,"title":184,"titles":3305,"content":3306,"level":1858},[],"Account settings, payment management, and additional tools.",{"id":244,"title":243,"titles":3308,"content":3309,"level":1858},[],"What ClarityOPS is, key concepts, and how to navigate the full transaction coordination system. New to ClarityOPS? Jump to Key Concepts for a quick orientation.",{"id":3311,"title":450,"titles":3312,"content":3313,"level":723},"\u002Fclarityops\u002Fclarityops-overview#overview",[243],"ClarityOPS is a full transaction coordination (TC) system built right into ClarityNOW. No more juggling spreadsheets, separate TC platforms, or manual checklists. You manage every transaction workflow from contract to close inside the same platform where you track your business. Manage transaction workflows with stages and tasksCreate reusable templates for repeatable processesAssign tasks to team members with due dates and prioritiesAutomate repetitive actions with automation rulesSend and track emails from within workflows via GmailStore and organize documents per transactionKeep an eye on everything from a centralized OPS dashboard",{"id":3315,"title":3316,"titles":3317,"content":722,"level":723},"\u002Fclarityops\u002Fclarityops-overview#key-concepts","Key Concepts",[243],{"id":3319,"title":3320,"titles":3321,"content":3322,"level":2119},"\u002Fclarityops\u002Fclarityops-overview#workflows","Workflows",[243,3316],"A workflow represents a single transaction's coordination process. Each workflow is tied to a transaction and contains stages, tasks, documents, emails, notes, and activity history. You can create workflows from a template or build them from scratch.",{"id":3324,"title":3325,"titles":3326,"content":3327,"level":2119},"\u002Fclarityops\u002Fclarityops-overview#templates","Templates",[243,3316],"Templates are reusable blueprints for workflows. Set up your stages, default tasks, due-date offsets, and assignee roles once, then apply the template every time you open a new transaction.",{"id":3329,"title":3330,"titles":3331,"content":3332,"level":2119},"\u002Fclarityops\u002Fclarityops-overview#stages","Stages",[243,3316],"Stages break a workflow into phases (e.g., \"Under Contract\", \"Inspections\", \"Clear to Close\"). Tasks live inside stages, and you can drag tasks between stages on the Kanban board.",{"id":3334,"title":3335,"titles":3336,"content":3337,"level":2119},"\u002Fclarityops\u002Fclarityops-overview#tasks","Tasks",[243,3316],"Tasks are the individual action items within a stage. Each task can have a due date, priority level, category, assigned team member, SOP link, sub-tasks, and comments.",{"id":3339,"title":279,"titles":3340,"content":3341,"level":2119},"\u002Fclarityops\u002Fclarityops-overview#automation-rules",[243,3316],"Automation rules let you set up trigger-and-action pairs on templates or individual workflows. For example, automatically create a follow-up task when another task gets completed.",{"id":3343,"title":3344,"titles":3345,"content":3346,"level":723},"\u002Fclarityops\u002Fclarityops-overview#plan-availability","Plan Availability",[243],"ClarityOPS is included with Solo and Team plans.",{"id":3348,"title":3349,"titles":3350,"content":3351,"level":723},"\u002Fclarityops\u002Fclarityops-overview#navigating-clarityops","Navigating ClarityOPS",[243],"All OPS pages live under the ClarityOPS section in the left sidebar: Dashboard (\u002Fops) - Overview of tasks, transactions, and closingsWorkflows (\u002Fops\u002Fworkflows) - Manage all transaction workflowsMy Tasks (\u002Fops\u002Fmy-tasks) - Your personal task listTemplates (\u002Fops\u002Ftemplates) - Create and manage workflow templatesEmail Templates (\u002Fops\u002Femail-templates) - Reusable email templatesTags (\u002Fops\u002Ftags) - Organize workflows with color-coded tagsCategories (\u002Fops\u002Fcategories) - Categorize tasksSettings (\u002Fops\u002Fsettings\u002Fgmail) - Gmail integration setup Next steps: Learn about the ClarityOPS Dashboard or jump straight to Managing Transactions.",{"id":248,"title":247,"titles":3353,"content":3354,"level":1858},[],"Connect Gmail to ClarityOPS to send and track transaction emails directly from workflows.",{"id":3356,"title":450,"titles":3357,"content":3358,"level":723},"\u002Fclarityops\u002Fgmail-integration#overview",[247],"The Gmail integration connects your Gmail account to ClarityOPS so you can send transaction emails directly from workflows and keep track of every message in the workflow's email history. Send emails from within workflows using your Gmail accountTrack sent emails with Gmail message and thread IDsView email history on the workflow's Emails tabMonitor connection status from the OPS Dashboard",{"id":3360,"title":3361,"titles":3362,"content":3363,"level":723},"\u002Fclarityops\u002Fgmail-integration#setting-up-gmail","Setting Up Gmail",[247],"Go to ClarityOPS > Settings > Gmail (\u002Fops\u002Fsettings\u002Fgmail)Click Connect GmailSign in with your Google account and grant ClarityOPS permission to send emails on your behalfOnce connected, you'll see a Connected status badge",{"id":3365,"title":3283,"titles":3366,"content":3367,"level":723},"\u002Fclarityops\u002Fgmail-integration#how-it-works",[247],"When you send an email from a workflow, ClarityOPS sends it through your connected Gmail account. Each sent email is tracked with: Gmail Message ID - Links back to the specific message in GmailGmail Thread ID - Groups related messages into conversation threads Your sent emails show up in both ClarityOPS and your Gmail Sent folder.",{"id":3369,"title":3370,"titles":3371,"content":3372,"level":723},"\u002Fclarityops\u002Fgmail-integration#sending-emails-from-workflows","Sending Emails from Workflows",[247],"Open a workflow and go to the Emails tabClick Send EmailPick an email template or compose a new messageAdd recipients, review the subject and bodyClick Send The email goes out through your Gmail account and gets logged on the workflow's Emails tab.",{"id":3374,"title":3375,"titles":3376,"content":3377,"level":723},"\u002Fclarityops\u002Fgmail-integration#email-history","Email History",[247],"The Emails tab on each workflow shows every email sent from that workflow: Subject line and recipientsDate and time sentClick to view the full email content",{"id":3379,"title":3380,"titles":3381,"content":3382,"level":723},"\u002Fclarityops\u002Fgmail-integration#dashboard-status-widget","Dashboard Status Widget",[247],"The ClarityOPS Dashboard includes a Gmail connection status widget. If your connection is lost or expired, the widget shows a warning with a link to reconnect.",{"id":3384,"title":2699,"titles":3385,"content":3386,"level":723},"\u002Fclarityops\u002Fgmail-integration#faqs",[247],"Can I use a Google Workspace (business) email?\nYes. Any Gmail or Google Workspace account works. Do replies show up in ClarityOPS?\nRight now, ClarityOPS tracks outbound emails sent from workflows. Replies are visible in your Gmail inbox. What happens if I disconnect Gmail?\nPreviously sent emails stay in the workflow's email history. You just won't be able to send new emails from ClarityOPS until you reconnect. Looking for CRM integration? See the Follow Up Boss Integration guide for syncing contacts and deals.",{"id":252,"title":251,"titles":3388,"content":3389,"level":1858},[],"Walkthrough of the ClarityOPS dashboard: stat cards, task alerts, active transactions, and upcoming closings.",{"id":3391,"title":450,"titles":3392,"content":3393,"level":723},"\u002Fclarityops\u002Fops-dashboard#overview",[251],"The ClarityOPS Dashboard (\u002Fops) is your command center for transaction coordination. It brings the most urgent stuff to the surface so you can prioritize your day without clicking into individual workflows. See overdue and due-today tasks at a glanceMonitor active transactions with progress barsTrack upcoming closings within a 30-day windowView pipeline health with a stacked bar chart",{"id":3395,"title":2429,"titles":3396,"content":3397,"level":723},"\u002Fclarityops\u002Fops-dashboard#stat-cards",[251],"Four cards across the top of the dashboard: Overdue Tasks - Tasks past their due dateDue Today - Tasks that still need attention todayActive Transactions - Workflows currently in progressClosing Soon - Transactions closing within 30 days",{"id":3399,"title":3400,"titles":3401,"content":3402,"level":723},"\u002Fclarityops\u002Fops-dashboard#overdue-task-alert","Overdue Task Alert",[251],"If you have overdue tasks, a prominent alert banner shows up below the stat cards. Click it to jump straight to your overdue tasks.",{"id":3404,"title":3405,"titles":3406,"content":3407,"level":723},"\u002Fclarityops\u002Fops-dashboard#todays-tasks","Today's Tasks",[251],"Shows up to 5 tasks due today. Each task displays the workflow name, task name, and priority. You can complete tasks inline by clicking the checkbox, so you don't have to open the full workflow.",{"id":3409,"title":3410,"titles":3411,"content":3412,"level":723},"\u002Fclarityops\u002Fops-dashboard#active-transactions","Active Transactions",[251],"A list of your active workflows, each showing: Workflow name and associated transactionStatus badge (Active, Paused)Progress bar showing completed vs. total tasksClick any workflow to open its detail page",{"id":3414,"title":3415,"titles":3416,"content":3417,"level":723},"\u002Fclarityops\u002Fops-dashboard#upcoming-closings","Upcoming Closings",[251],"A sidebar panel listing transactions closing in the next 30 days, sorted by closing date. Entries are color-coded by urgency: Red - Closing within 7 daysYellow - Closing within 14 daysDefault - Closing within 30 days",{"id":3419,"title":3420,"titles":3421,"content":3422,"level":723},"\u002Fclarityops\u002Fops-dashboard#pipeline-breakdown","Pipeline Breakdown",[251],"A stacked bar chart showing the distribution of workflows by status: Active - In progressPaused - Temporarily on holdCompleted - Finished workflows This gives you a quick read on pipeline health and workload balance.",{"id":3424,"title":3425,"titles":3426,"content":3427,"level":723},"\u002Fclarityops\u002Fops-dashboard#gmail-connection-status","Gmail Connection Status",[251],"A small widget at the bottom shows whether your Gmail account is connected for ClarityOPS email. If it's disconnected, click the widget to head to Gmail Integration settings. Ready to work? Head to My Tasks to see your full personal task list.",{"id":256,"title":255,"titles":3429,"content":3430,"level":1858},[],"Create, filter, and manage transaction workflows from the ClarityOPS workflows page.",{"id":3432,"title":450,"titles":3433,"content":3434,"level":723},"\u002Fclarityops\u002Fmanaging-workflows#overview",[255],"The Workflows page (\u002Fops\u002Fworkflows) is where you manage all your transaction workflows. Create new workflows from templates or from scratch, filter by status or assignee, and take actions on individual workflows. Create workflows from templates or manuallySwitch between table and card grid viewsFilter and search across all workflowsManage the workflow lifecycle: active, paused, completed",{"id":3436,"title":3437,"titles":3438,"content":3439,"level":723},"\u002Fclarityops\u002Fmanaging-workflows#creating-a-workflow","Creating a Workflow",[255],"Click New Workflow on the Workflows pageChoose to start From Template or ManualFrom Template - Pick a template, then customize as needed. Stages and tasks come pre-populated.Manual - Start with a blank workflow and add stages and tasks yourself.Tie the workflow to a transaction (select an existing one or create a new one)Set a name, optional tags, and assign team membersClick Create",{"id":3441,"title":3442,"titles":3443,"content":3444,"level":723},"\u002Fclarityops\u002Fmanaging-workflows#views","Views",[255],"Toggle between two layouts: Table View - A sortable, scannable list with columns for name, status, progress, assignee, and closing dateCard Grid View - Visual cards showing workflow name, status badge, progress bar, and tags",{"id":3446,"title":3447,"titles":3448,"content":3449,"level":723},"\u002Fclarityops\u002Fmanaging-workflows#filtering-workflows","Filtering Workflows",[255],"Use the filter bar to narrow your list: Status - Active, Paused, or CompletedSale Type - Filter by transaction sale typeTags - Filter by one or more workflow tagsAssignee - Show workflows assigned to a specific team memberSearch - Free-text search by workflow or transaction name",{"id":3451,"title":3452,"titles":3453,"content":3454,"level":723},"\u002Fclarityops\u002Fmanaging-workflows#workflow-lifecycle","Workflow Lifecycle",[255],"Each workflow moves through a defined lifecycle: Active - The workflow is in progress. Tasks can be completed, emails sent, and documents uploaded.Pause - Temporarily halt the workflow. You'll be asked to add a note explaining why (e.g., \"Waiting on inspection report\"). All task due dates freeze.Resume - Reactivate a paused workflow. Task due dates adjust accordingly.Complete - Mark the workflow as finished when the transaction closes.",{"id":3456,"title":3457,"titles":3458,"content":3459,"level":723},"\u002Fclarityops\u002Fmanaging-workflows#inline-actions","Inline Actions",[255],"Click the dropdown menu (three dots) on any workflow row or card for quick actions: View workflow detailsPause or resume the workflowComplete the workflowDelete the workflow Dive deeper: Open a workflow to see its Kanban board, tasks, and transaction details.",{"id":260,"title":259,"titles":3461,"content":3462,"level":1858},[],"Navigate the workflow detail page: Kanban board, task table, activity log, emails, documents, and transaction details. Quick reference: Jump to Board View or Transaction Details.",{"id":3464,"title":450,"titles":3465,"content":3466,"level":723},"\u002Fclarityops\u002Fworkflow-detail#overview",[259],"The workflow detail page (\u002Fops\u002Fworkflows\u002F[id]) is where the day-to-day coordination happens. View and manage tasks on a Kanban board or table, track activity, send emails, upload documents, and review transaction details, all in one place.",{"id":3468,"title":3469,"titles":3470,"content":3471,"level":723},"\u002Fclarityops\u002Fworkflow-detail#header","Header",[259],"The top of the page shows: Editable workflow name - Click to renameStatus badge - Active, Paused, or CompletedTags - Applied workflow tagsProperty, client, and agent info - Pulled from the linked transactionProgress bar - Visual indicator of completed vs. total tasks",{"id":3473,"title":3474,"titles":3475,"content":3476,"level":723},"\u002Fclarityops\u002Fworkflow-detail#board-kanban-view","Board (Kanban) View",[259],"The default view organizes tasks into columns by stage. Each column represents a workflow stage (e.g., \"Under Contract\", \"Inspections\", \"Closing Prep\"). Task cards show the task name, due date, priority, assignee avatar, and category colorDrag and drop tasks between stages to reorganizeClick a task card to open the Task Detail SlideoverAdd new tasks to any stage with the + Add Task button",{"id":3478,"title":3479,"titles":3480,"content":3481,"level":723},"\u002Fclarityops\u002Fworkflow-detail#tasks-table-view","Tasks (Table) View",[259],"Switch to table view for a flat, sortable list of all tasks across all stages: Columns: Task name, Stage, Due Date, Priority, Assignee, Category, StatusSort by any columnClick a row to open the Task Detail SlideoverComplete tasks inline with the checkbox",{"id":3483,"title":3484,"titles":3485,"content":3486,"level":723},"\u002Fclarityops\u002Fworkflow-detail#tabs","Tabs",[259],"Below the board\u002Ftable area, four tabs give you additional context:",{"id":3488,"title":3489,"titles":3490,"content":3491,"level":2119},"\u002Fclarityops\u002Fworkflow-detail#activity","Activity",[259,3484],"A chronological log of everything that's happened on the workflow: task completions, status changes, emails sent, documents uploaded, and notes added.",{"id":3493,"title":3494,"titles":3495,"content":3496,"level":2119},"\u002Fclarityops\u002Fworkflow-detail#emails","Emails",[259,3484],"View all emails sent from this workflow. Each entry shows the subject, recipients, date, and a link to the full email. You can also send new emails directly from this tab using email templates.",{"id":3498,"title":3499,"titles":3500,"content":3501,"level":2119},"\u002Fclarityops\u002Fworkflow-detail#documents","Documents",[259,3484],"Upload and organize transaction documents. Drag and drop files or use the upload button. Documents are stored per workflow for easy reference during and after the transaction.",{"id":3503,"title":3504,"titles":3505,"content":3506,"level":2119},"\u002Fclarityops\u002Fworkflow-detail#notes","Notes",[259,3484],"Add internal notes visible to your team. Notes are plain text, timestamped with the author.",{"id":3508,"title":3509,"titles":3510,"content":3511,"level":723},"\u002Fclarityops\u002Fworkflow-detail#transaction-details-panel","Transaction Details Panel",[259],"Click View Details to open a side panel with the full transaction information: Property - Address, MLS number, sale typeClient contact - Name, email, phoneKey dates - Contract date, closing date, possession dateFinancials - Sale price, commission, GCIVendors - Lender, title company, inspector, etc.Member commission breakdown - Per-member splits and amounts Learn more: See Managing Tasks for a deep dive into task features.",{"id":264,"title":263,"titles":3513,"content":3514,"level":1858},[],"Create, assign, and track tasks within ClarityOPS workflows, including sub-tasks, comments, and the My Tasks view.",{"id":3516,"title":450,"titles":3517,"content":3518,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#overview",[263],"Tasks are the core work units in ClarityOPS. Every task lives inside a workflow stage and can be assigned, prioritized, commented on, and broken into sub-tasks. Create tasks within workflow stagesSet due dates, priorities, categories, and assigneesBreak bigger tasks into sub-tasksAdd comments for team collaborationTrack your personal tasks from the My Tasks page",{"id":3520,"title":3521,"titles":3522,"content":3523,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#creating-a-task","Creating a Task",[263],"Open a workflow and go to the desired stageClick + Add TaskEnter the task nameClick the task to open the Task Detail Slideover for additional settings",{"id":3525,"title":3526,"titles":3527,"content":3528,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#task-detail-slideover","Task Detail Slideover",[263],"Click any task to open its detail panel: Name - The task titleDue Date - When the task should be completedPriority - Normal, High, or Urgent (high and urgent tasks are visually flagged)Category - Optional category label (see Tags and Categories)Stage - Which stage the task belongs to (change it to move the task)Assigned Member - The team member responsibleSOP Link - URL to a standard operating procedure for reference",{"id":3530,"title":3531,"titles":3532,"content":3533,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#sub-tasks","Sub-Tasks",[263],"Break a larger task into smaller action items: Open the task's detail slideoverScroll to the Sub-tasks sectionClick Add Sub-taskEnter the sub-task name and optionally set a due date Sub-tasks appear nested under the parent task. Heads up: completing all sub-tasks does not auto-complete the parent. You'll need to complete the parent task separately.",{"id":3535,"title":3536,"titles":3537,"content":3538,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#task-comments","Task Comments",[263],"Add comments to any task for team communication: Open the task detail slideoverScroll to the Comments sectionType your comment and click Post Comments are timestamped and show the author's name and avatar.",{"id":3540,"title":3541,"titles":3542,"content":3543,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#completing-and-reopening-tasks","Completing and Reopening Tasks",[263],"Complete a task by clicking the checkbox on the task card (Board view) or row (Table view), or by clicking Mark Complete in the detail slideoverReopen a completed task by clicking the checkbox again or clicking Reopen in the slideover",{"id":3545,"title":3546,"titles":3547,"content":3548,"level":723},"\u002Fclarityops\u002Fmanaging-tasks#my-tasks-page","My Tasks Page",[263],"The My Tasks page (\u002Fops\u002Fmy-tasks) shows all tasks assigned to you across every workflow, organized into three sections: Overdue - Tasks past their due date, sorted oldest firstDue Today - Tasks due todayUpcoming - Future tasks, sorted by due date Click any task to jump directly to its workflow and open the task detail. Save time with templates: Define default tasks in Workflow Templates so they're pre-populated in every new workflow.",{"id":268,"title":267,"titles":3550,"content":3551,"level":1858},[],"Create reusable workflow templates with stages and default tasks for consistent transaction coordination.",{"id":3553,"title":450,"titles":3554,"content":3555,"level":723},"\u002Fclarityops\u002Fworkflow-templates#overview",[267],"Workflow Templates (\u002Fops\u002Ftemplates) let you build reusable blueprints for transaction coordination. Set up your stages and default tasks once, then apply the template every time you create a new workflow. Create templates with predefined stages and tasksSet default durations, assignee roles, and due-date offsetsMark tasks as requiredApply templates when creating new workflows",{"id":3557,"title":3558,"titles":3559,"content":3560,"level":723},"\u002Fclarityops\u002Fworkflow-templates#creating-a-template","Creating a Template",[267],"Go to ClarityOPS > TemplatesClick New TemplateEnter a template name and optional descriptionClick Create",{"id":3562,"title":3563,"titles":3564,"content":3565,"level":723},"\u002Fclarityops\u002Fworkflow-templates#adding-stages","Adding Stages",[267],"Open the templateClick + Add StageConfigure the stage:\nName - Stage title (e.g., \"Under Contract\", \"Due Diligence\")Description - Optional notes about what happens during this stageSort Order - Controls the left-to-right order on the Kanban boardDefault Duration - How many days this stage typically lasts",{"id":3567,"title":3568,"titles":3569,"content":3570,"level":723},"\u002Fclarityops\u002Fworkflow-templates#adding-default-tasks","Adding Default Tasks",[267],"Within each stage, add tasks that should be included every time the template is used: Click + Add Task inside the stageConfigure the task:\nName - Task titleDescription - Instructions or contextDefault Assignee Role - Which team role should handle this task (e.g., TC, Agent, Owner)Due Days Offset - Number of days after workflow creation (or stage start) the task is dueRequired - Toggle on if this task must be completed before the workflow can be marked completeSOP Link - URL to the standard operating procedure for this task",{"id":3572,"title":3573,"titles":3574,"content":3575,"level":723},"\u002Fclarityops\u002Fworkflow-templates#applying-a-template","Applying a Template",[267],"When you create a new workflow: Choose From TemplateSelect the template you wantAll stages and tasks get copied into the new workflowCustomize as needed for this specific transaction: add, remove, or edit tasks Tip: Build separate templates for different transaction types, like \"Buyer TC\", \"Seller TC\", and \"New Construction\", to match your team's processes.",{"id":272,"title":271,"titles":3577,"content":3578,"level":1858},[],"Create and manage reusable email templates with merge fields and attachments for ClarityOPS workflows.",{"id":3580,"title":450,"titles":3581,"content":3582,"level":723},"\u002Fclarityops\u002Femail-templates#overview",[271],"Email Templates (\u002Fops\u002Femail-templates) let you create reusable email content for common transaction communications: intro emails, status updates, closing reminders, and more. Create templates with subject and bodyUse placeholder variables to merge in transaction dataAttach files to templatesShare templates with your team or keep them personalSend emails directly from within a workflow",{"id":3584,"title":3585,"titles":3586,"content":3587,"level":723},"\u002Fclarityops\u002Femail-templates#creating-an-email-template","Creating an Email Template",[271],"Go to ClarityOPS > Email TemplatesClick New TemplateFill in the template details:\nName - Internal name for the template (not shown to recipients)Subject - Email subject line (supports placeholder variables)Body - Email content (supports placeholder variables)Click Save",{"id":3589,"title":3590,"titles":3591,"content":3592,"level":723},"\u002Fclarityops\u002Femail-templates#placeholder-variables","Placeholder Variables",[271],"Use merge fields to dynamically insert transaction data into your emails. Placeholders get replaced with actual values when the email is sent from a workflow. Common placeholders include things like property address, client name, closing date, agent name, and other fields from the linked transaction.",{"id":3594,"title":3595,"titles":3596,"content":3597,"level":723},"\u002Fclarityops\u002Femail-templates#preview","Preview",[271],"Click Preview to see how placeholder variables render with sample data before you save or send.",{"id":3599,"title":3600,"titles":3601,"content":3602,"level":723},"\u002Fclarityops\u002Femail-templates#attachments","Attachments",[271],"Add files to your email templates: Open the templateClick Add Attachment and upload your fileAttachments are included every time the template is used To remove an attachment, click the delete icon next to the file name.",{"id":3604,"title":3605,"titles":3606,"content":3607,"level":723},"\u002Fclarityops\u002Femail-templates#shared-vs-personal-templates","Shared vs. Personal Templates",[271],"Shared - Visible to all team members in the email template listPersonal - Only visible to you Toggle the Shared setting when creating or editing a template.",{"id":3609,"title":3610,"titles":3611,"content":3612,"level":723},"\u002Fclarityops\u002Femail-templates#sending-emails-from-a-workflow","Sending Emails from a Workflow",[271],"Open a workflow and go to the Emails tabClick Send EmailPick an email template or compose from scratchPlaceholder variables are automatically filled in from the workflow's transactionReview, edit if needed, and click Send Sent emails are tracked on the workflow's Emails tab with subject, recipients, and timestamp. Requires Gmail: Email sending uses your connected Gmail account. See Gmail Integration to set it up.",{"id":276,"title":275,"titles":3614,"content":3615,"level":1858},[],"Organize workflows with color-coded tags and categorize tasks for better filtering and visibility.",{"id":3617,"title":450,"titles":3618,"content":3619,"level":723},"\u002Fclarityops\u002Ftags-and-categories#overview",[275],"Tags and categories help you organize and filter your ClarityOPS workflows and tasks. Tags label workflows (e.g., \"Buyer\", \"Seller\", \"Relocation\"), while categories label tasks (e.g., \"Documentation\", \"Communication\", \"Inspection\").",{"id":3621,"title":3622,"titles":3623,"content":722,"level":723},"\u002Fclarityops\u002Ftags-and-categories#tags","Tags",[275],{"id":3625,"title":3626,"titles":3627,"content":3628,"level":2119},"\u002Fclarityops\u002Ftags-and-categories#creating-tags","Creating Tags",[275,3622],"Go to ClarityOPS > Tags (\u002Fops\u002Ftags)Click New TagEnter a name and choose a colorClick Save",{"id":3630,"title":3631,"titles":3632,"content":3633,"level":2119},"\u002Fclarityops\u002Ftags-and-categories#applying-tags-to-workflows","Applying Tags to Workflows",[275,3622],"When creating or editing a workflow, select one or more tags from the tag pickerTags show up as colored badges on workflow cards and in the workflow headerUse tags to filter workflows on the Workflows page",{"id":3635,"title":3636,"titles":3637,"content":3638,"level":2119},"\u002Fclarityops\u002Ftags-and-categories#common-tag-examples","Common Tag Examples",[275,3622],"Buyer \u002F Seller - Transaction sideNew Construction - Special process workflowsRelocation - Relocation transactionsUrgent - High-priority transactions",{"id":3640,"title":3641,"titles":3642,"content":722,"level":723},"\u002Fclarityops\u002Ftags-and-categories#task-categories","Task Categories",[275],{"id":3644,"title":3645,"titles":3646,"content":3647,"level":2119},"\u002Fclarityops\u002Ftags-and-categories#creating-categories","Creating Categories",[275,3641],"Go to ClarityOPS > Categories (\u002Fops\u002Fcategories)Click New CategoryEnter a name, choose a color, and set the sort orderClick Save",{"id":3649,"title":3650,"titles":3651,"content":3652,"level":2119},"\u002Fclarityops\u002Ftags-and-categories#using-categories-on-tasks","Using Categories on Tasks",[275,3641],"When creating or editing a task, select a category from the dropdownCategories show up as colored labels on task cards in the Kanban board and table viewUse categories to quickly spot task types at a glance",{"id":3654,"title":3655,"titles":3656,"content":3657,"level":2119},"\u002Fclarityops\u002Ftags-and-categories#common-category-examples","Common Category Examples",[275,3641],"Documentation - Paperwork and document tasksCommunication - Emails, calls, and follow-upsInspection - Inspection-related tasksCompliance - Regulatory and compliance itemsFinancial - Commission, escrow, and payment tasks",{"id":280,"title":279,"titles":3659,"content":3660,"level":1858},[],"Set up trigger-action automation rules on ClarityOPS templates and workflows to streamline coordination.",{"id":3662,"title":450,"titles":3663,"content":3664,"level":723},"\u002Fclarityops\u002Fautomation-rules#overview",[279],"Automation Rules let you set up trigger-and-action pairs that automatically do things when certain conditions are met. You can create rules on templates (so they apply to every workflow using that template) or on individual workflows. Automate repetitive task managementSet triggers based on task completion, field changes, or other eventsConfigure actions like creating tasks, sending notifications, or updating fieldsControl how many times a rule can fire",{"id":3666,"title":3667,"titles":3668,"content":3669,"level":723},"\u002Fclarityops\u002Fautomation-rules#creating-an-automation-rule","Creating an Automation Rule",[279],"Open a workflow template or an individual workflowGo to the Automation Rules sectionClick New RuleConfigure the trigger and action (see below)Click Save",{"id":3671,"title":3672,"titles":3673,"content":3674,"level":723},"\u002Fclarityops\u002Fautomation-rules#triggers","Triggers",[279],"A trigger defines when the rule fires. You'll configure: Trigger Type - The event that kicks off the rule (e.g., task completed, field changed)Trigger Task - The specific task that triggers the rule (if task-based)Trigger Field - The field to watch (if field-based)Trigger Operator - The comparison (e.g., equals, contains, is greater than)Trigger Value - The value to match against",{"id":3676,"title":1101,"titles":3677,"content":3678,"level":723},"\u002Fclarityops\u002Fautomation-rules#actions",[279],"An action defines what happens when the trigger fires: Action Type - What to do (e.g., create a task, update a field, send a notification)Action Task - The task to act on (if modifying an existing task)Action Config - Additional settings (e.g., new task name, due date offset, assignee)",{"id":3680,"title":3681,"titles":3682,"content":3683,"level":723},"\u002Fclarityops\u002Fautomation-rules#active-inactive-toggle","Active \u002F Inactive Toggle",[279],"Each rule has an active\u002Finactive toggle. You can disable a rule temporarily without deleting it, which is handy for seasonal processes or troubleshooting.",{"id":3685,"title":3686,"titles":3687,"content":3688,"level":723},"\u002Fclarityops\u002Fautomation-rules#execution-limits","Execution Limits",[279],"Max Executions - Set a cap on how many times the rule can fire (leave blank for unlimited)Execution Count - Shows how many times the rule has already fired",{"id":3690,"title":3691,"titles":3692,"content":722,"level":723},"\u002Fclarityops\u002Fautomation-rules#common-automation-patterns","Common Automation Patterns",[279],{"id":3694,"title":3695,"titles":3696,"content":3697,"level":2119},"\u002Fclarityops\u002Fautomation-rules#when-a-task-completes-create-a-follow-up-task","When a task completes, create a follow-up task",[279,3691],"Trigger: Task \"Inspection Ordered\" is completedAction: Create task \"Review Inspection Report\" in the next stage, due 3 days later",{"id":3699,"title":3700,"titles":3701,"content":3702,"level":2119},"\u002Fclarityops\u002Fautomation-rules#when-a-task-completes-notify-the-agent","When a task completes, notify the agent",[279,3691],"Trigger: Task \"Appraisal Received\" is completedAction: Send notification to the assigned agent",{"id":3704,"title":3705,"titles":3706,"content":3707,"level":2119},"\u002Fclarityops\u002Fautomation-rules#when-all-tasks-in-a-stage-complete-advance-the-workflow","When all tasks in a stage complete, advance the workflow",[279,3691],"Trigger: All tasks in \"Due Diligence\" stage are completedAction: Update workflow status or create a summary task in the next stage Tip: Build automation rules on templates so they apply to every new workflow automatically. You can always add workflow-specific rules later.",{"id":236,"title":240,"titles":3709,"content":3710,"level":1858},[],"Transaction coordination built into ClarityNOW — workflows, tasks, templates, email, documents, and automation.",{"id":292,"title":291,"titles":3712,"content":3713,"level":1858},[],"Keep on track with your annual goals using the Goal\u002FGap report.",{"id":3715,"title":450,"titles":3716,"content":3717,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#overview",[291],"The Goal Gap Report is one of the most powerful planning tools in ClarityNOW. It helps you understand exactly how much time you have left in the quarter to hit your goals — and what you need to do each week to stay on track. Instead of guessing about performance status, the report reveals: Days remaining to secure listings that close this quarterDays remaining to contract homes for quarter closingGap between objectives and current resultsWeekly activity requirements for maintaining pace",{"id":3719,"title":3720,"titles":3721,"content":3722,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#why-two-different-days-left-numbers-exist","Why Two Different \"Days Left\" Numbers Exist",[291],"The report displays separate countdowns because listings require more processing steps than sales before closing. The system uses your Business Information settings to calculate timelines: Average Contract-to-Close durationRamp-Up Period (Listing Agreement Signed → Go Live)Average Days on Market",{"id":3724,"title":3725,"titles":3726,"content":3727,"level":2119},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#working-example","Working Example",[291,3720],"With these settings: Contract to Close: 45 daysRamp Up: 15 daysDays on Market: 15 days The system calculates backwards from quarter-end to determine final possible sale and listing dates. Because listings must first ramp up and then spend time on market, the deadline for taking listings will always be earlier than the deadline for sales.",{"id":3729,"title":3730,"titles":3731,"content":3732,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#example-reading-the-report","Example: Reading the Report",[291],"A typical report displays: 36 days left to take listings in Q265 days left to sell in Q2 Interpretation: 36 days remain to sign listings that could close in Q265 days remain to contract homes for Q2 closing",{"id":3734,"title":3735,"titles":3736,"content":722,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#understanding-goal-vs-actual-sections","Understanding Goal vs Actual Sections",[291],{"id":3738,"title":3739,"titles":3740,"content":3741,"level":2119},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#top-section-goals","Top Section: Goals",[291,3735],"Numbers derive from your Economic Model and seasonality planning. Example Q2 goals: 13 listings signed28 closings$7.6M in volume",{"id":3743,"title":3744,"titles":3745,"content":3746,"level":2119},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#bottom-section-actual-performance","Bottom Section: Actual Performance",[291,3735],"Shows genuine system-recorded activity. Example actuals: 3 listings signed11 pending or closed transactions$3.46M in volume",{"id":3748,"title":3749,"titles":3750,"content":3751,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#understanding-the-gap","Understanding the Gap",[291],"The system calculates the difference between your objectives and results: MetricGoalActualGapListings Signed13310Closings281117Volume$7.6M$3.46M$4.2M This gap shows exactly what still needs to happen to reach your quarterly targets.",{"id":3753,"title":3754,"titles":3755,"content":3756,"level":2119},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#visual-indicators","Visual Indicators",[291,3749],"Green — On track or ahead of goalYellow — Slightly behind (within 10%)Red — Significantly behind (more than 10%)",{"id":3758,"title":3759,"titles":3760,"content":3761,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#the-most-important-part-weekly-gap-needed","The Most Important Part: Weekly Gap Needed",[291],"ClarityNOW divides the remaining gap by days left in the quarter. While daily requirements appear, the Weekly Gap Needed metric is the most useful. This tells you what your business must accomplish over the next 7 days to stay on track.",{"id":3763,"title":3764,"titles":3765,"content":3766,"level":2119},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#example-weekly-targets","Example Weekly Targets",[291,3759],"To maintain pace, you may need to accomplish: Sign 2 listingsSell 2 homesGenerate $455,000 in volume This becomes your weekly scoreboard for team meetings, coaching sessions, and personal accountability.",{"id":3768,"title":3769,"titles":3770,"content":3771,"level":2119},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#pro-tip-always-round-up","Pro Tip: Always Round Up",[291,3759],"When calculations produce decimals (example: 2.17 sales needed), round up to the next whole number (2.17 → 3 sales). Rounding up ensures you stay ahead of pace rather than falling behind.",{"id":3773,"title":3774,"titles":3775,"content":3776,"level":723},"\u002Fgoal-gap\u002Fhow-to-read-the-goal-gap-report#how-to-use-the-goal-gap-report-each-week","How to Use the Goal Gap Report Each Week",[291],"For optimal results, review regularly: Log in to your ClarityNOW portal and open the Goal Gap ReportCheck the Gap to Hit Quarter GoalsReview the Weekly Gap NeededGuide your organizational decisions:\nTeam meetingsWeekly planningLead generation focusSales activity When used consistently, the Goal Gap Report becomes a simple operational dashboard for hitting your quarterly goals. The Goal Gap Report tells you how far you are from your goals and exactly what you need to accomplish this week to stay on track.",{"id":284,"title":288,"titles":3778,"content":3779,"level":1858},[],"Track the gap between your goals and actual performance.",{"id":303,"title":302,"titles":3781,"content":3782,"level":1858},[],"Track daily lead generation activities and measure your team's progress toward production goals.",{"id":3784,"title":450,"titles":3785,"content":3786,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#overview",[302],"Daily Tracking is where you log the lead generation activities that drive your real estate business. Consistent daily activity is the foundation of predictable production — and ClarityNOW makes it easy to see whether you're on pace to hit your goals.",{"id":3788,"title":3789,"titles":3790,"content":3791,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#why-daily-tracking-matters","Why Daily Tracking Matters",[302],"Real estate success is built on consistent prospecting. Daily Tracking helps you: Stay accountable — See at a glance whether you're hitting your daily activity targetsIdentify patterns — Spot which days or weeks you fall behind and course-correctConnect activity to results — Link your daily efforts to pipeline entries, listings, and closingsMeasure team performance — As a team leader, see aggregated activity across all agents Your daily targets come from the Lead Gen Model, which works backwards from your annual transaction goal.",{"id":3793,"title":3794,"titles":3795,"content":3796,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#accessing-daily-tracking","Accessing Daily Tracking",[302],"Log in to your ClarityNOW portalClick Portal DashboardSelect Daily Tracking from the left sidebar",{"id":3798,"title":3799,"titles":3800,"content":3801,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#what-you-can-track","What You Can Track",[302],"MetricDescriptionHoursTotal hours workedDialsPhone calls made (calls lasting 60+ seconds)ContactsMeaningful conversations (60+ seconds of talk time)Listing NurturesListing leads actively being nurturedListings SetListing appointments scheduledListings HeldListing appointments attendedListings TakenListing agreements signedListings SoldListings that went under contractBuyer NurturesBuyer leads actively being nurturedBuyers SetBuyer appointments scheduledBuyers HeldBuyer appointments attendedBuyers SignedBuyer agreements signedBuyers SoldBuyers that went under contractPrice CorrectionsPrice adjustments made on listingsOffers WrittenPurchase offers submitted",{"id":3803,"title":3804,"titles":3805,"content":3806,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#reading-the-daily-tracking-table","Reading the Daily Tracking Table",[302],"ClarityNOW shows your daily target alongside your actual activities so you can see at a glance whether you're on pace. The conversion funnel flows: Dials → Contacts → Appointments Set → Appointments Held → Agreements Signed → Sold → Closed This funnel is tracked separately for listings and buyers.",{"id":3808,"title":3809,"titles":3810,"content":3811,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#team-rollup-for-team-leaders","Team Rollup (For Team Leaders)",[302],"If you manage a team, Daily Tracking aggregates activity across all agents. You can: View individual agent activity through the ObservatoryCompare agent performance using LeaderboardsSee team-wide conversion rates in the Lead Gen & Conversions Report",{"id":3813,"title":3814,"titles":3815,"content":3816,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#tips-for-consistent-tracking","Tips for Consistent Tracking",[302],"Track daily — Enter your numbers at the end of each business day for the most accurate dataDon't skip days — Gaps in tracking make it harder to identify trends and measure progressUse backfilling — If you miss a day, you can always go back and enter previous datesReview weekly — Look at your weekly totals every Monday to identify patterns",{"id":3818,"title":1822,"titles":3819,"content":3820,"level":723},"\u002Fdaily-tracking\u002Fhow-to-use-daily-tracking#related-articles",[302],"How to Add Activity — Step-by-step guide to logging daily activitiesHow to Add a Tracking Category — Create custom tracking metricsLead Gen Model — See where your daily targets come from",{"id":307,"title":306,"titles":3822,"content":3823,"level":1858},[],"Log your daily lead generation activities into ClarityNOW step by step.",{"id":3825,"title":450,"titles":3826,"content":3827,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#overview",[306],"Adding daily activity entries keeps your tracking data current and your reports accurate. This guide walks through each step and explains what each field means.",{"id":3829,"title":3830,"titles":3831,"content":3832,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#how-to-add-a-daily-entry","How to Add a Daily Entry",[306],"Log in to your ClarityNOW portalClick Portal DashboardSelect Daily Tracking from the left sidebarClick New to create a new entrySelect the date (use the date dropdown — you can select a previous date for backfilling)Enter your activity numbers in each fieldClick Submit",{"id":3834,"title":3835,"titles":3836,"content":3837,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#field-by-field-breakdown","Field-by-Field Breakdown",[306],"FieldWhat to EnterDefinitionHoursTotal hours worked todayInclude prospecting, appointments, admin, and showing timeDialsNumber of outbound callsCount calls lasting 60 seconds or longer — quick hangups don't countContactsMeaningful conversationsA conversation of 60+ seconds where you connected with the personListing NurturesSeller leads nurturedSeller leads you actively followed up with todayListings SetListing appointments bookedNew listing appointments scheduled for future datesListings HeldListing appointments attendedListing presentations you gave todayListings TakenListing agreements signedSellers who signed a listing agreement with you todayListings SoldListings that went under contractYour listings that received accepted offers todayBuyer NurturesBuyer leads nurturedBuyer leads you actively followed up with todayBuyers SetBuyer appointments bookedNew buyer consultations scheduledBuyers HeldBuyer appointments attendedBuyer consultations you held todayBuyers SignedBuyer agreements signedBuyers who signed a buyer agreement todayBuyers SoldBuyers that went under contractYour buyers whose offers were accepted todayPrice CorrectionsPrice changes madeListing price adjustments submitted todayOffers WrittenOffers submittedPurchase offers written and submitted today",{"id":3839,"title":3840,"titles":3841,"content":3842,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#tracking-sources","Tracking Sources",[306],"Each daily entry can be tagged with one or more tracking sources (e.g., \"Zillow\", \"Referral\", \"Open House\") along with a value for each. This enables source-level ROI analysis in the Lead Gen & Conversions Report.",{"id":3844,"title":3845,"titles":3846,"content":3847,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#backfilling-previous-days","Backfilling Previous Days",[306],"You can enter activity for past dates: Click NewUse the date dropdown to select the previous dateEnter the activity numbers for that dayClick Submit This is useful when you forget to log activity on a particular day or when entering data on behalf of a team member.",{"id":3849,"title":2348,"titles":3850,"content":3851,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#tips",[306],"Be consistent — Enter tracking data at the same time each day to build a habitBe honest — Accurate data leads to accurate insights. Don't inflate numbersUse the FUB integration — If you use Follow Up Boss, call data and appointment data sync automatically every 5 minutes, reducing manual entryCustom categories — Rainmakers and editors can add custom tracking categories for metrics specific to your team",{"id":3853,"title":1822,"titles":3854,"content":3855,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-activity#related-articles",[306],"How to Use Daily Tracking — Overview of the Daily Tracking featureHow to Add a Tracking Category — Create custom metricsFollow Up Boss Integration — Auto-sync call and appointment data",{"id":311,"title":310,"titles":3857,"content":3858,"level":1858},[],"Create custom tracking categories to measure activities specific to your team's workflow.",{"id":3860,"title":450,"titles":3861,"content":3862,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#overview",[310],"ClarityNOW comes with a standard set of daily tracking metrics (dials, contacts, appointments, etc.), but every team operates differently. Custom tracking categories let you measure activities that are unique to your business.",{"id":3864,"title":3865,"titles":3866,"content":3867,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#who-can-create-categories","Who Can Create Categories",[310],"Only Rainmakers (team owners) and users with the Editor role can create custom tracking categories. Agents and Viewers cannot add categories.",{"id":3869,"title":3870,"titles":3871,"content":3872,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#how-to-add-a-custom-category","How to Add a Custom Category",[310],"Log in to your ClarityNOW portalClick Portal DashboardSelect Daily Tracking from the left sidebarClick New CategoryEnter the category name in the provided fieldClick Submit Your team can now use this custom category when logging daily activities. Custom categories appear alongside the standard tracking metrics.",{"id":3874,"title":3875,"titles":3876,"content":3877,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#example-categories","Example Categories",[310],"Here are common custom categories teams add: CategoryUse CaseOpen HousesTrack the number of open houses heldDoor KnocksTrack door-to-door prospecting effortsVideo MessagesTrack personalized video outreachSocial Media PostsTrack content creation activityHandwritten NotesTrack personal touch follow-upsPop-BysTrack in-person drop-offs to past clientsCMA ReportsTrack comparative market analyses createdReferral AsksTrack how often you ask for referrals",{"id":3879,"title":3880,"titles":3881,"content":3882,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#naming-conventions","Naming Conventions",[310],"Keep names short — They need to fit in table columns (e.g., \"Open Houses\" not \"Number of Open Houses Held This Week\")Be specific — \"Video\" is ambiguous; \"Video Messages\" is clearUse consistent formatting — Capitalize the same way across all custom categoriesAvoid duplicates — Check existing categories before creating a new one",{"id":3884,"title":3885,"titles":3886,"content":3887,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#using-custom-categories-in-reports","Using Custom Categories in Reports",[310],"Custom categories appear in: Daily Tracking table — As additional columns alongside standard metricsLeaderboards — Can be used in competition leaderboardsReports — Included in activity summaries",{"id":3889,"title":1822,"titles":3890,"content":3891,"level":723},"\u002Fdaily-tracking\u002Fhow-to-add-a-tracking-category#related-articles",[310],"How to Use Daily Tracking — Overview of the tracking systemHow to Add Activity — Log entries including custom categoriesLeaderboards — Use tracking data for team competitions",{"id":296,"title":295,"titles":3893,"content":3894,"level":1858},[],"Track your daily real estate activities to build consistent habits.",{"id":322,"title":321,"titles":3896,"content":3897,"level":1858},[],"Track your prospects from lead to transaction with the Pipeline Report.",{"id":3899,"title":450,"titles":3900,"content":3901,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#overview",[321],"The Pipeline Report gives team owners a bird's-eye view of every active prospect across the team, organized by quality rating. It helps you forecast future closings and identify where to focus coaching efforts. This report is available to team owners only and requires a Basic plan or higher.",{"id":3903,"title":2095,"titles":3904,"content":3905,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#accessing-the-report",[321],"Log in to your ClarityNOW portalNavigate to Reports in the left sidebarSelect Pipeline",{"id":3907,"title":3908,"titles":3909,"content":3910,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#pipeline-rating-system","Pipeline Rating System",[321],"Every prospect in ClarityNOW is assigned a rating from 5 to 10 based on how likely they are to transact: RatingMeaningColor10Ready to transact nowGreen9Very likely, imminentGreen8Strong prospectBlue7Good prospectBlue6Possible, needs nurturingAmber5Early stageAmber",{"id":3912,"title":3913,"titles":3914,"content":722,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#reading-the-report","Reading the Report",[321],{"id":3916,"title":3917,"titles":3918,"content":3919,"level":2119},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#summary-cards","Summary Cards",[321,3913],"At the top of the report, six cards display the total count of prospects at each rating level (10 through 5). This gives you an instant snapshot of pipeline health.",{"id":3921,"title":3922,"titles":3923,"content":3924,"level":2119},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#agent-breakdown-table","Agent Breakdown Table",[321,3913],"Below the summary cards, a table shows each agent with their pipeline count per rating: Each row is a team memberEach column is a rating (10, 9, 8, 7, 6, 5)The Grand Total column shows each agent's total active pipelineA Totals row at the bottom sums the entire team Click any number in the table to jump directly to the Sales Pipeline view, pre-filtered to that agent and rating.",{"id":3926,"title":3927,"titles":3928,"content":3929,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#pipeline-types","Pipeline Types",[321],"Listing — Seller-side opportunitiesBuyer — Buyer-side opportunities",{"id":3931,"title":3932,"titles":3933,"content":3934,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#key-metrics","Key Metrics",[321],"Pipeline Count — Number of active prospects at each stagePipeline Value — Total projected volumeProjected GCI — Estimated commission from pipeline dealsProjected Profit — Estimated profit after cost of sale",{"id":3936,"title":3937,"titles":3938,"content":3939,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#exporting","Exporting",[321],"Click Export to download the full pipeline report as a CSV file.",{"id":3941,"title":2348,"titles":3942,"content":3943,"level":723},"\u002Fpipeline\u002Fhow-to-use-the-pipeline-report#tips",[321],"Focus coaching on agents with high counts at ratings 5–6 but low counts at 9–10 — they may need help advancing prospectsUse the clickable links to drill into specific pipeline segments during 1:1sReview weekly to catch pipeline stalls early",{"id":326,"title":325,"titles":3945,"content":3946,"level":1858},[],"Learn how to send messages to team members directly within ClarityNOW.",{"id":3948,"title":450,"titles":3949,"content":3950,"level":723},"\u002Fpipeline\u002Fsending-a-note-to-a-team-member#overview",[325],"You can send messages within ClarityNOW to other team members directly from your Pipeline, Listings, or Transactions pages.",{"id":3952,"title":2143,"titles":3953,"content":3954,"level":723},"\u002Fpipeline\u002Fsending-a-note-to-a-team-member#steps",[325],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to one of the following pages:\nPipelineListingsTransactionsClick the blue Actions button on the left side of the pipeline entry, listing, or transactionFrom the dropdown, click NoteIn the note box that appears, write your message and include the @ symbol before the team member's nameClick Submit The team member will receive an email notification and a notification in their ClarityNOW portal.",{"id":3956,"title":2715,"titles":3957,"content":3958,"level":723},"\u002Fpipeline\u002Fsending-a-note-to-a-team-member#important",[325],"You can only send notes to active members. If you don't see a member's name, you may need to add them first. See the article \"How to Add a Team Member\" for instructions.",{"id":315,"title":314,"titles":3960,"content":3961,"level":1858},[],"Manage your real estate sales pipeline from lead to close.",{"id":338,"title":337,"titles":3963,"content":3964,"level":1858},[],"Add, edit, and organize client records in ClarityNOW to track relationships across your pipeline and transactions.",{"id":3966,"title":450,"titles":3967,"content":3968,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#overview",[337],"ClarityNOW maintains a client database linked to your pipeline entries and transactions. Every lead, prospect, and past client can be tracked with contact information and grouped by relationship status.",{"id":3970,"title":3971,"titles":3972,"content":3973,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#client-groups","Client Groups",[337],"GroupDescriptionPast ClientPrevious clients you've worked withFuture ClientPotential clients and prospectsRealtors\u002FVendorsIndustry contacts, referring agents, vendorsArchiveInactive or archived contactsPipelineClients currently in your active pipeline",{"id":3975,"title":3976,"titles":3977,"content":3978,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#adding-a-client","Adding a Client",[337],"Clients can be added directly when creating a pipeline entry or transaction. Fill in the client name (required), phone number, email, and any additional contact details.",{"id":3980,"title":3981,"titles":3982,"content":3983,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#editing-client-details","Editing Client Details",[337],"Navigate to the client record to update contact information, change their group, or add notes.",{"id":3985,"title":3986,"titles":3987,"content":3988,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#client-pipeline-connection","Client-Pipeline Connection",[337],"When you create a pipeline entry, you link it to a client record. This connection carries through when the pipeline converts to a transaction, giving you full relationship history.",{"id":3990,"title":3991,"titles":3992,"content":3993,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#client-transaction-connection","Client-Transaction Connection",[337],"Transactions link to client records showing all deals (past and current) associated with that contact.",{"id":3995,"title":1822,"titles":3996,"content":3997,"level":723},"\u002Fclients-and-properties\u002Fmanaging-clients#related-articles",[337],"How to Use the Pipeline ReportManaging Properties",{"id":342,"title":341,"titles":3999,"content":4000,"level":1858},[],"Track property records and link them to listings, transactions, and clients.",{"id":4002,"title":450,"titles":4003,"content":4004,"level":723},"\u002Fclients-and-properties\u002Fmanaging-properties#overview",[341],"Property records in ClarityNOW link to listings and transactions, providing a complete history of activity at each address.",{"id":4006,"title":4007,"titles":4008,"content":4009,"level":723},"\u002Fclients-and-properties\u002Fmanaging-properties#property-fields","Property Fields",[341],"Address (street, city, state, zip)Linked clientAssociated listingsAssociated transactions",{"id":4011,"title":4012,"titles":4013,"content":4014,"level":723},"\u002Fclients-and-properties\u002Fmanaging-properties#adding-a-property","Adding a Property",[341],"Properties are typically created when adding a listing or transaction. Enter the address details — address, city, state, and zip are required fields.",{"id":4016,"title":4017,"titles":4018,"content":4019,"level":723},"\u002Fclients-and-properties\u002Fmanaging-properties#property-listing-connection","Property-Listing Connection",[341],"When you create a listing, the property record is automatically associated. If the property already exists, you can link to the existing record.",{"id":4021,"title":4022,"titles":4023,"content":4024,"level":723},"\u002Fclients-and-properties\u002Fmanaging-properties#property-transaction-connection","Property-Transaction Connection",[341],"Transaction records include property details. When a pipeline entry converts to a transaction, the property information carries over.",{"id":4026,"title":1822,"titles":4027,"content":4028,"level":723},"\u002Fclients-and-properties\u002Fmanaging-properties#related-articles",[341],"Managing Clients and ContactsAdding Service Providers",{"id":346,"title":345,"titles":4030,"content":4031,"level":1858},[],"Track mortgage companies, title companies, and other service providers on your transactions.",{"id":4033,"title":450,"titles":4034,"content":4035,"level":723},"\u002Fclients-and-properties\u002Fservice-providers#overview",[345],"ClarityNOW lets you attach service provider companies to your transactions. This tracks which vendors are involved in each deal and builds a directory of your preferred providers.",{"id":4037,"title":4038,"titles":4039,"content":4040,"level":723},"\u002Fclients-and-properties\u002Fservice-providers#service-provider-types","Service Provider Types",[345],"TypeExamplesMortgageLending companies, mortgage brokersTitleTitle companies, escrow servicesLaw FirmReal estate attorneys, legal counselHome InspectionProperty inspection companiesHome InsuranceInsurance providersPhotographyListing photographers, virtual tour providersContractorRepair companies, renovation contractorsStagerHome staging companiesOtherAny other service provider",{"id":4042,"title":4043,"titles":4044,"content":4045,"level":723},"\u002Fclients-and-properties\u002Fservice-providers#adding-a-service-provider","Adding a Service Provider",[345],"When editing a transaction or listing, you can add service provider companies. Select the company type, enter the company name and contact details.",{"id":4047,"title":4048,"titles":4049,"content":4050,"level":723},"\u002Fclients-and-properties\u002Fservice-providers#building-your-provider-directory","Building Your Provider Directory",[345],"Service providers you add are saved for reuse on future transactions. Over time, this builds a directory of your preferred vendors.",{"id":4052,"title":1822,"titles":4053,"content":4054,"level":723},"\u002Fclients-and-properties\u002Fservice-providers#related-articles",[345],"Managing PropertiesManaging Clients and Contacts",{"id":330,"title":334,"titles":4056,"content":4057,"level":1858},[],"Manage client records, property details, and service provider contacts.",{"id":357,"title":356,"titles":4059,"content":4060,"level":1858},[],"Step-by-step guide to creating a new property listing in ClarityNOW.",{"id":4062,"title":450,"titles":4063,"content":4064,"level":723},"\u002Flistings\u002Fhow-to-add-a-new-listing#overview",[356],"Listings in ClarityNOW include all of your coming soon, active, cancelled, and expired transactions. When you sign a new listing agreement, create it in ClarityNOW to track it through your pipeline and include it in your reports.",{"id":4066,"title":2143,"titles":4067,"content":722,"level":723},"\u002Flistings\u002Fhow-to-add-a-new-listing#steps",[356],{"id":4069,"title":4070,"titles":4071,"content":4072,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_1-access-the-portal","1. Access the Portal",[356,2143],"Log in to your ClarityNOW portalClick Portal DashboardSelect the Listings tab from the left sidebarClick New in the top right",{"id":4074,"title":4075,"titles":4076,"content":4077,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_2-general-information","2. General Information",[356,2143],"Select a Status: Coming SoonActiveCancelledExpired Select Transaction Type: ResaleNew ConstructionReferral InReferral OutLeaseLotCommercial Unit Goal: Toggle to indicate whether this transaction counts toward your unit goal. Select \"No\" for referral transactions. Key Dates: Target MLS Date — When you expect the listing to be active on the MLSActive Date — When the property was actually activeExpiration Date — When the listing expires per contract Contingency: Specify whether this sale has a contingency that needs to be fulfilled before closing.",{"id":4079,"title":4080,"titles":4081,"content":4082,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_3-client-information","3. Client Information",[356,2143],"Enter the following: NamePhone numberEmail addressProperty address, city, state, zip codePrimary Source — Where the sale originated",{"id":4084,"title":4085,"titles":4086,"content":4087,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_4-income","4. Income",[356,2143],"Listing priceCommission charged to seller — Percentage or flat rateCommission charged to cooperating broker — Percentage or flat rateTransaction fee — Amounts charged to seller for sale income The total commission displays at the bottom of this section.",{"id":4089,"title":4090,"titles":4091,"content":4092,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_5-cost-of-sale","5. Cost of Sale",[356,2143],"Select Agent — Choose from your team members dropdownReferral Fee — Indicate if you're paying a referral feeTeam Member Compensation — Select agent, choose commission type (percent or flat rate), and enter amountBroker Split \u002F Franchise\u002FRoyalty Split — Enter if applicableAdditional Cost of Sale — Any extra costs The section displays your total commission, total cost of sale, and total gross profit.",{"id":4094,"title":4095,"titles":4096,"content":4097,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_6-vendor-information","6. Vendor Information",[356,2143],"Add Loan Officer nameAdd Escrow Officer\u002FAttorney nameClick Add Company to attach additional vendors",{"id":4099,"title":4100,"titles":4101,"content":4102,"level":2119},"\u002Flistings\u002Fhow-to-add-a-new-listing#_7-submit","7. Submit",[356,2143],"Click Submit to complete the listing entry. You'll return to the Listings page where you can view, sort, edit, or delete your listings.",{"id":350,"title":349,"titles":4104,"content":4105,"level":1858},[],"Create and manage your property listings in ClarityNOW.",{"id":368,"title":367,"titles":4107,"content":4108,"level":1858},[],"Step-by-step guide to adding pending, closed, or failed transactions in ClarityNOW.",{"id":4110,"title":450,"titles":4111,"content":4112,"level":723},"\u002Ftransactions\u002Fhow-to-add-a-transaction#overview",[367],"Transactions in ClarityNOW encompass all pending, closed, and failed transactions. When a deal goes under contract, create a transaction to track it through the closing process.",{"id":4114,"title":2143,"titles":4115,"content":722,"level":723},"\u002Ftransactions\u002Fhow-to-add-a-transaction#steps",[367],{"id":4117,"title":4070,"titles":4118,"content":4119,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_1-access-the-portal",[367,2143],"Log in to your ClarityNOW portalClick Portal DashboardSelect the Transactions tab from the left sidebarClick New in the top right",{"id":4121,"title":4075,"titles":4122,"content":4123,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_2-general-information",[367,2143],"Status: PendingClosedFailed Sale Type: ListingBuyer Transaction Type: ResaleNew ConstructionReferral InReferral OutLeaseLotCommercial Unit Goal: Toggle to specify whether this counts toward your unit goal. Select \"No\" for referral transactions. Dates: Contract Date — When the transaction went under contractEstimated Close Date — Projected closing date per contract Contingencies: Indicate if the sale depends on another transaction closing first.",{"id":4125,"title":4080,"titles":4126,"content":4127,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_3-client-information",[367,2143],"Enter the following: NamePhone numberEmail addressProperty address, city, state, zip codePrimary Source — Where the lead originated",{"id":4129,"title":4085,"titles":4130,"content":4131,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_4-income",[367,2143],"Purchase PriceCommission — Percentage or flat rateTransaction Fee — Buyer charges contributing to sale income The total commission displays at the bottom.",{"id":4133,"title":4090,"titles":4134,"content":4135,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_5-cost-of-sale",[367,2143],"Select Agent — Choose the responsible team member from the dropdown. Add missing team members via the Team tab.Referral Fee — Specify if applicableTeam Member Compensation — Select agent, choose percent or flat rate, enter amount. You can pay out multiple agents.Broker Split \u002F Franchise\u002FRoyalty Split — Enter if applicableAdditional Cost of Sale The section displays: total commission, total cost of sale, and total gross profit.",{"id":4137,"title":4095,"titles":4138,"content":4139,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_6-vendor-information",[367,2143],"Add Loan Officer and Escrow Officer\u002FAttorney namesClick Add Company for additional vendorsClick Submit",{"id":4141,"title":4142,"titles":4143,"content":4144,"level":2119},"\u002Ftransactions\u002Fhow-to-add-a-transaction#_7-transactions-page","7. Transactions Page",[367,2143],"After submission, you'll see all pending, closed, and failed transactions. Use the blue Actions button to edit, delete, or send notes to team members.",{"id":361,"title":360,"titles":4146,"content":4147,"level":1858},[],"Track and manage your real estate transactions from contract to close.",{"id":379,"title":378,"titles":4149,"content":4150,"level":1858},[],"Understand the health of your business with the Profit and Loss report.",{"id":4152,"title":450,"titles":4153,"content":4154,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#overview",[378],"The Profit and Loss (P&L) report provides a comprehensive view of your income, cost of sale, expenses, and net profit — broken down by month with full-year totals. It is the definitive report for understanding the financial health of your business.",{"id":4156,"title":2095,"titles":4157,"content":4158,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#accessing-the-report",[378],"Log in to your ClarityNOW portalNavigate to Reports in the left sidebar (or Financials section)Select Profit & Loss",{"id":4160,"title":4161,"titles":4162,"content":4163,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#filters","Filters",[378],"Report Type — Choose between Overview or Expenses BreakdownYear — Select the year to viewAmount \u002F Percent — Toggle between dollar amounts and percentage of revenue",{"id":4165,"title":3917,"titles":4166,"content":4167,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#summary-cards",[378],"At the top of the report, four cards display key financial totals for the selected year: Gross Income — Total income from all transactionsTotal COS — Total cost of saleGross Profit — Income minus cost of saleNet Income — Final profit after all expenses (color-coded green if positive, red if negative)",{"id":4169,"title":4170,"titles":4171,"content":722,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#report-types","Report Types",[378],{"id":4173,"title":450,"titles":4174,"content":4175,"level":2119},"\u002Ffinancials\u002Fprofit-and-loss-report#overview-1",[378,4170],"The Overview shows your full P&L statement with monthly columns (Jan–Dec) and a Total column. Sections are collapsible so you can focus on what matters.",{"id":4177,"title":4178,"titles":4179,"content":4180,"level":4181},"\u002Ffinancials\u002Fprofit-and-loss-report#income","Income",[378,4170,450],"Listing Income — From closed listing transactionsBuyer Income — From closed buyer transactionsTransaction Fees — Per-transaction fees collectedAdditional Income — Any other income sourcesTotal Gross Income",4,{"id":4183,"title":555,"titles":4184,"content":4185,"level":4181},"\u002Ffinancials\u002Fprofit-and-loss-report#cost-of-sale",[378,4170,450],"Agent Commissions — Broken down by agent (expandable to see individual agent detail)Broker FeesFranchise FeesReferral FeesAdditional COSTotal Cost of Sale",{"id":4187,"title":4188,"titles":4189,"content":4190,"level":4181},"\u002Ffinancials\u002Fprofit-and-loss-report#gross-profit","Gross Profit",[378,4170,450],"Gross Income minus Total Cost of Sale.",{"id":4192,"title":4193,"titles":4194,"content":4195,"level":4181},"\u002Ffinancials\u002Fprofit-and-loss-report#expenses-by-mrea-category","Expenses (by MREA category)",[378,4170,450],"CompensationLead GenerationOccupancyEducation & CoachingCommunication & TechnologyAutomobileSupplies\u002FOffice ExpensesEquipment\u002FFurnishingsInsuranceTotal Expenses",{"id":4197,"title":4198,"titles":4199,"content":4200,"level":4181},"\u002Ffinancials\u002Fprofit-and-loss-report#net-income","Net Income",[378,4170,450],"Gross Profit minus Total Expenses. Displayed in green when positive and red when negative.",{"id":4202,"title":4203,"titles":4204,"content":4205,"level":2119},"\u002Ffinancials\u002Fprofit-and-loss-report#expenses-breakdown","Expenses Breakdown",[378,4170],"Provides a detailed view of each expense category with sub-items. Each category is collapsible to show individual expense line items with monthly breakdowns. Use this view to identify exactly where your money is going.",{"id":4207,"title":4208,"titles":4209,"content":4210,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#amount-vs-percent-toggle","Amount vs Percent Toggle",[378],"Switch between Amount (dollar values) and Percent (percentage of gross income) to quickly see what portion of revenue each category represents. This is especially useful for benchmarking against industry standards like the MREA model.",{"id":4212,"title":3937,"titles":4213,"content":4214,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#exporting",[378],"Click the Export button to download the report as a CSV file for use in spreadsheets or sharing with your accountant.",{"id":4216,"title":2348,"titles":4217,"content":4218,"level":723},"\u002Ffinancials\u002Fprofit-and-loss-report#tips",[378],"Review your P&L monthly to catch expense overages earlyUse the percent view to ensure your Cost of Sale stays within your Economic Model targetsExpand the Agent Commissions section to verify individual agent payoutsCompare against your Business Plan report (in CEO Summary) to see where actuals diverge from projections",{"id":383,"title":382,"titles":4220,"content":4221,"level":1858},[],"Record business expenses and revenue in ClarityNOW for accurate profit and loss reporting.",{"id":4223,"title":450,"titles":4224,"content":4225,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#overview",[382],"Tracking expenses is essential for generating an accurate Profit & Loss statement. Every business cost you record flows into your P&L report, giving you a clear picture of your net profitability.",{"id":4227,"title":382,"titles":4228,"content":4229,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#how-to-add-an-expense",[382],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to Financials in the left sidebarClick NewComplete the expense form (see field details below)Click Submit",{"id":4231,"title":4232,"titles":4233,"content":4234,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#expense-form-fields","Expense Form Fields",[382],"FieldRequiredDescriptionDateYesThe date the expense was incurredDescriptionYesA brief description of the expense (e.g., \"Office rent - March\")AmountYesThe dollar amount of the expenseAccountYesThe financial account this expense is associated withLead SourceNoIf this expense is tied to a specific lead source (e.g., \"Zillow Ads\"), select it here. This enables lead-source ROI analysisRecurringNoToggle on if this expense repeats monthly (e.g., rent, software subscriptions). Recurring expenses auto-populate in future monthsCategoryYesThe P&L category for this expense (see categories below)",{"id":4236,"title":4237,"titles":4238,"content":4239,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#expense-categories","Expense Categories",[382],"Expenses are organized into categories that map to your P&L report: CategoryWhat to IncludeCompensationTeam member salaries, bonuses, VA paymentsLead GenerationMarketing, advertising, lead source subscriptions, direct mailOccupancyOffice rent, utilities, maintenanceEducation & CoachingTraining courses, coaching programs, certifications, conference feesSupplies\u002FOffice ExpensesOffice supplies, printing, postage, signageCommunication & TechnologyPhone plans, internet, CRM subscriptions, software toolsAutomobileVehicle payments, gas, mileage, maintenanceEquipment\u002FFurnishingsOffice furniture, computers, cameras, equipmentInsuranceBusiness insurance, E&O insurance policies",{"id":4241,"title":4242,"titles":4243,"content":4244,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#adding-revenue","Adding Revenue",[382],"To record revenue instead of an expense: Follow the same steps aboveChange the dropdown from Expense to RevenueEnter the date, description, and amountSelect the appropriate account",{"id":4246,"title":4247,"titles":4248,"content":4249,"level":2119},"\u002Ffinancials\u002Fhow-to-add-an-expense#revenue-categories","Revenue Categories",[382,4242],"CategoryWhat to IncludeListing IncomeIncome from listing-side dealsBuyer IncomeIncome from buyer-side dealsTransaction FeePer-transaction fees collected from agentsVendor IncomeRevenue from vendor relationshipsProfit ShareBrokerage profit sharing distributionsBonusPerformance bonuses receivedReturnsRefunds or returned amountsOtherAny miscellaneous income",{"id":4251,"title":4252,"titles":4253,"content":4254,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#filtering-and-sorting","Filtering and Sorting",[382],"You can organize your financial entries by selecting the Filter option to sort by: Category — Group expenses by P&L categoryYear — View a specific year's entriesSearch — Find specific entries by keyword",{"id":4256,"title":2348,"titles":4257,"content":4258,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#tips",[382],"Log expenses as they occur — Don't wait until month-end; real-time entry keeps your P&L currentUse Lead Source tagging — Tagging marketing expenses to their lead source lets you calculate true ROI per sourceSet up recurring expenses — For monthly costs like rent and subscriptions, mark them as recurring to save timeConnect QuickBooks — The QuickBooks integration can automatically sync expenses and revenue",{"id":4260,"title":1822,"titles":4261,"content":4262,"level":723},"\u002Ffinancials\u002Fhow-to-add-an-expense#related-articles",[382],"Profit & Loss Report — View your complete P&L statementCreating a Recurring Expense — Set up auto-repeating expensesManaging P&L Categories — Change or reassign expense categories",{"id":387,"title":386,"titles":4264,"content":4265,"level":1858},[],"Set up expenses that automatically repeat each month.",{"id":4267,"title":450,"titles":4268,"content":4269,"level":723},"\u002Ffinancials\u002Fcreating-a-recurring-expense#overview",[386],"Recurring expenses in ClarityNOW automatically generate each month, saving you from manual re-entry of regular payments like subscriptions, rent, or software fees.",{"id":4271,"title":2143,"titles":4272,"content":4273,"level":723},"\u002Ffinancials\u002Fcreating-a-recurring-expense#steps",[386],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to FinancialsClick New to create an expenseFill in the expense details as usualBefore submitting, you'll see the Recurring toggle\nSelect Yes to make it recurringThe expense will automatically generate on the same day each month",{"id":4275,"title":1740,"titles":4276,"content":4277,"level":723},"\u002Ffinancials\u002Fcreating-a-recurring-expense#example",[386],"If you set the initial entry date as March 15th, the expense will automatically generate on the 15th of every following month in your expenses.",{"id":4279,"title":2715,"titles":4280,"content":4281,"level":723},"\u002Ffinancials\u002Fcreating-a-recurring-expense#important",[386],"Recurring expenses appear in your P&L and Budget Model automaticallyYou can edit or delete individual recurring entries without affecting future ones",{"id":391,"title":390,"titles":4283,"content":4284,"level":1858},[],"Reassign expense and revenue categories to keep your Profit & Loss report organized and accurate.",{"id":4286,"title":450,"titles":4287,"content":4288,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#overview",[390],"Every expense and revenue item in ClarityNOW is assigned a P&L category that determines where it appears on your Profit & Loss report. If an item is miscategorized, your P&L won't accurately reflect your business finances. This guide explains how to change categories and when you should.",{"id":4290,"title":4291,"titles":4292,"content":4293,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#how-to-change-a-category","How to Change a Category",[390],"Log in to your ClarityNOW portalClick Portal DashboardNavigate to Financials in the left sidebarFind the expense or revenue item you want to modifyClick the blue Actions buttonClick EditUpdate the Category field (or any other fields as needed)Click Update to save your changes Make sure to click Update when finished — navigating away without saving will discard your changes.",{"id":4295,"title":4296,"titles":4297,"content":4298,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#available-expense-categories","Available Expense Categories",[390],"CategoryWhat Belongs HereCompensationTeam salaries, bonuses, contractor payments, VA costsLead GenerationZillow, Realtor.com, Facebook Ads, direct mail, marketing costsOccupancyOffice rent, utilities, office maintenance, co-working space feesEducation & CoachingCoaching programs, training, certifications, conferencesSupplies\u002FOffice ExpensesOffice supplies, printing, postage, signage, lockboxesCommunication & TechnologyPhone plans, internet, CRM (FUB, etc.), software subscriptionsAutomobileCar payments, gas, mileage reimbursement, auto insuranceEquipment\u002FFurnishingsComputers, cameras, furniture, office equipmentInsuranceBusiness insurance, E&O policies",{"id":4300,"title":4301,"titles":4302,"content":4303,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#available-revenue-categories","Available Revenue Categories",[390],"CategoryWhat Belongs HereListing IncomeCommissions from seller-side dealsBuyer IncomeCommissions from buyer-side dealsTransaction FeePer-deal fees collectedVendor IncomeRevenue from vendor partnershipsProfit ShareBrokerage profit shareBonusPerformance bonusesReturnsRefundsOtherMiscellaneous income",{"id":4305,"title":4306,"titles":4307,"content":4308,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#when-to-recategorize","When to Recategorize",[390],"Common scenarios where you should change a category: QuickBooks sync miscategorization — Items synced from QuickBooks may not map perfectly to ClarityNOW's categoriesBulk data entry corrections — After importing or entering many items quickly, review for accuracyBusiness restructuring — If your expense structure changes (e.g., a marketing cost was logged under Communication)",{"id":4310,"title":4311,"titles":4312,"content":4313,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#how-categories-roll-up-to-your-pl","How Categories Roll Up to Your P&L",[390],"Your Profit & Loss Report organizes all financial data using this structure: INCOME\n├── Listing Income\n├── Buyer Income\n├── Transaction Fees\n└── Other Revenue\n    = Total Gross Income\n\nCOST OF SALE\n├── Agent Commissions\n├── Broker Fees\n├── Franchise Fees\n├── Referral Fees\n└── Additional COS\n    = Total COS\n\nGROSS PROFIT = Gross Income − Total COS\n\nEXPENSES (by category)\n├── Compensation\n├── Lead Generation\n├── Occupancy\n├── Education & Coaching\n├── Supplies\u002FOffice Expenses\n├── Communication & Technology\n├── Automobile\n├── Equipment\u002FFurnishings\n└── Insurance\n    = Total Expenses\n\nNET PROFIT = Gross Profit − Total Expenses Changing an item's category moves it to the correct line on this report, which can affect your Gross Profit and Net Profit calculations.",{"id":4315,"title":1822,"titles":4316,"content":4317,"level":723},"\u002Ffinancials\u002Fmanaging-pl-categories#related-articles",[390],"How to Add an Expense — Add new expense or revenue entriesProfit & Loss Report — View your complete financial pictureCreating a Recurring Expense — Set up auto-repeating expenses",{"id":372,"title":371,"titles":4319,"content":4320,"level":1858},[],"Track your income, expenses, and profitability.",{"id":402,"title":401,"titles":4322,"content":4323,"level":1858},[],"Learn how to use the CEO Summary Report to view your monthly business performance and projected net profits.",{"id":4325,"title":450,"titles":4326,"content":4327,"level":723},"\u002Freports\u002Fceo-summary-report#overview",[401],"The CEO Summary Report is your executive-level overview of business performance. It consolidates key metrics across all areas of your business into a single dashboard, with four different report types available from one screen.",{"id":4329,"title":2095,"titles":4330,"content":4331,"level":723},"\u002Freports\u002Fceo-summary-report#accessing-the-report",[401],"Log in to your ClarityNOW portalNavigate to Reports in the left sidebarSelect CEO Summary",{"id":4333,"title":4161,"titles":4334,"content":4335,"level":723},"\u002Freports\u002Fceo-summary-report#filters",[401],"At the top of the report you can configure: Report Type — Choose between Monthly Summary, Broker\u002FFranchise Fees, Projected Net Profits, or Business PlanPeriod — Toggle between Monthly or Quarterly viewYear — Select any year from a 10-year range Use the Show\u002FHide Filters button to collapse the filter bar and see more data.",{"id":4337,"title":4170,"titles":4338,"content":722,"level":723},"\u002Freports\u002Fceo-summary-report#report-types",[401],{"id":4340,"title":4341,"titles":4342,"content":4343,"level":2119},"\u002Freports\u002Fceo-summary-report#monthly-summary","Monthly Summary",[401,4170],"Displays your business performance broken down by month (or quarter), with the current period highlighted. Columns include: Closings — Number of transactions closedPendings — Deals currently under contractClosed Volume — Total dollar volume of closed dealsPending Volume — Total dollar volume of pending dealsClosed GCI — Gross Commission Income from closed transactionsPending GCI — GCI from pending transactionsCost of Sale — Broker fees, agent commissions, referral feesGross Profit — GCI minus Cost of SaleExpenses — Monthly operating expensesNet Profit — Gross Profit minus ExpensesListing & Buyer Appointments — Appointments held, signed, and pending A Totals row at the bottom sums all columns. This report can be exported to CSV.",{"id":4345,"title":4346,"titles":4347,"content":4348,"level":2119},"\u002Freports\u002Fceo-summary-report#brokerfranchise-fees","Broker\u002FFranchise Fees",[401,4170],"Shows two donut charts tracking your progress toward annual fee caps: Broker Fees Paid — How much you have paid toward your yearly broker fee cap, with the remaining amount displayedFranchise Fees Paid — How much you have paid toward your annual franchise fee, with the remaining amount displayed Each chart is color-coded: Green — On trackYellow — Approaching capRed — Over cap or behind",{"id":4350,"title":4351,"titles":4352,"content":4353,"level":2119},"\u002Freports\u002Fceo-summary-report#projected-net-profits","Projected Net Profits",[401,4170],"Forecasts your future earnings based on current pipeline data and pending transactions. Columns include: Pending Gross Profit — Estimated profit from pending dealsClosed Gross Profit — Actual profit from closed dealsTotal Gross Profit — Combined pending and closedEstimated Expenses — Projected monthly expensesActual Expenses — Real recorded expensesEstimated Net Profit — Projected profit based on pending dealsActual Net Profit — Real net profit from closed activity The current month is highlighted. This report can be exported to CSV.",{"id":4355,"title":4356,"titles":4357,"content":4358,"level":2119},"\u002Freports\u002Fceo-summary-report#business-plan","Business Plan",[401,4170],"Compares your Economic Model projections against actual performance. The table shows three columns — Plan, Actual, and Difference — for these metrics: Average Sale Price — Planned vs actualAverage GCI — Planned vs actual commission per dealListing Taken % — Appointment-to-listing conversion rateListings Taken to Close % — Listing-to-closing conversion rate% of Business From Listings — Listing vs buyer splitMonthly Expenses Average — Budgeted vs actual spendingCost of Sale — Planned vs actual COS percentage Differences are color-coded — green when actual exceeds plan, red when below. This report can be exported to CSV.",{"id":406,"title":405,"titles":4360,"content":4361,"level":1858},[],"Create, save, and run custom ad-hoc reports to analyze your business data.",{"id":4363,"title":450,"titles":4364,"content":4365,"level":723},"\u002Freports\u002Fsaved-custom-reports#overview",[405],"Beyond the standard reports (CEO Summary, Agent Production, Lead Gen & Conversions, etc.), ClarityNOW lets you create custom ad-hoc reports with specific filters, date ranges, and metrics.",{"id":4367,"title":4368,"titles":4369,"content":4370,"level":723},"\u002Freports\u002Fsaved-custom-reports#available-standard-reports","Available Standard Reports",[405],"LeaderboardsCEO SummaryAgent ProductionLead Gen & ConversionsLead SourcesPipeline (owner only)Profit & Loss",{"id":4372,"title":4373,"titles":4374,"content":4375,"level":723},"\u002Freports\u002Fsaved-custom-reports#customizing-reports","Customizing Reports",[405],"Most report pages include filters: Report Type dropdownPeriod (Monthly\u002FQuarterly)Year selector (10-year range) Use the Show\u002FHide Filters button to collapse the filter bar. Apply filters to narrow data by team member, lead source, date range, or status.",{"id":4377,"title":4378,"titles":4379,"content":4380,"level":723},"\u002Freports\u002Fsaved-custom-reports#exporting-reports","Exporting Reports",[405],"Reports can be exported to CSV or Excel for further analysis. Click the Export button on any report page. Exported files include all columns visible in the current view.",{"id":4382,"title":4383,"titles":4384,"content":4385,"level":723},"\u002Freports\u002Fsaved-custom-reports#comparing-periods","Comparing Periods",[405],"Use the Year and Period filters to compare performance across different timeframes. Switch between Monthly and Quarterly views to see trends at different granularities.",{"id":4387,"title":4388,"titles":4389,"content":4390,"level":723},"\u002Freports\u002Fsaved-custom-reports#column-picker","Column Picker",[405],"Many report tables include a column picker (show\u002Fhide columns). Click the column settings icon to customize which metrics you see. Sort by clicking column headers (toggles ascending\u002Fdescending).",{"id":4392,"title":2348,"titles":4393,"content":4394,"level":723},"\u002Freports\u002Fsaved-custom-reports#tips",[405],"Export data monthly for your records.Use the Lead Sources report to calculate marketing ROI.Compare year-over-year performance in the CEO Summary.",{"id":410,"title":409,"titles":4396,"content":4397,"level":1858},[],"Track individual agent performance with the Agent Production Report.",{"id":4399,"title":450,"titles":4400,"content":4401,"level":723},"\u002Freports\u002Fagent-production-report#overview",[409],"The Agent Production Report allows you to see how your individual agents are performing. It breaks down production metrics by agent, making it easy to identify top performers and coaching opportunities. This report requires a Basic plan or higher.",{"id":4403,"title":2095,"titles":4404,"content":4405,"level":723},"\u002Freports\u002Fagent-production-report#accessing-the-report",[409],"Log in to your ClarityNOW portalNavigate to Reports in the left sidebarSelect Agent Production",{"id":4407,"title":4408,"titles":4409,"content":722,"level":723},"\u002Freports\u002Fagent-production-report#report-sections","Report Sections",[409],{"id":4411,"title":4412,"titles":4413,"content":4414,"level":2119},"\u002Freports\u002Fagent-production-report#production-report","Production Report",[409,4408],"The Production Report shows performance for each agent over a selected date range. You can filter by: Active\u002FInactive — Toggle the checkbox to include or exclude inactive agentsTeam Member — Select a specific agent or view allReport Type — Choose Listings, Sales, or Closings to control which columns appearDate Range — Select from presets (Current Year, Yesterday, Last 7 Days, Current Month, Last 3 Months) or set custom start and end dates Depending on report type, columns include: Listings Taken — Units, volume, and GCI for active and coming-soon listingsListings Pended — Units, volume, and GCI for pending listing-side transactionsBuyers Pended — Units, volume, and GCI for pending buyer-side transactionsTotal Pended — Combined pending from both sidesListings Closed — Units, volume, and GCI for closed listing-side transactionsBuyers Closed — Units, volume, and GCI for closed buyer-side transactionsTotal Closed — Combined closed from both sides A Totals row at the bottom sums all agent data. Click Export to download as CSV.",{"id":4416,"title":4417,"titles":4418,"content":4419,"level":2119},"\u002Freports\u002Fagent-production-report#annual-agent-production","Annual Agent Production",[409,4408],"This section is available to team owners only and requires a Standard plan or higher. Provides a full-year view of a single agent's performance with month-over-month or quarter-over-quarter comparisons. Team Member — Select the agent to review (required)Period — Monthly or QuarterlyYear — Select from a 10-year rangeActive\u002FInactive — Toggle to include inactive agents The table shows the selected agent's metrics across each month or quarter, with a totals column. This view can also be exported to CSV.",{"id":4421,"title":2348,"titles":4422,"content":4423,"level":723},"\u002Freports\u002Fagent-production-report#tips",[409],"Review this report weekly during team meetings to celebrate wins and identify agents who may need supportUse the Closings report type for a clean view of completed deals onlyCompare different date ranges to track agent improvement over time",{"id":414,"title":413,"titles":4425,"content":4426,"level":1858},[],"Track where each transaction comes from by adding lead sources to your listings and transactions.",{"id":4428,"title":450,"titles":4429,"content":4430,"level":723},"\u002Freports\u002Fhow-to-add-a-lead-source#overview",[413],"Adding lead sources is important to track where each transaction comes from. A report of your lead sources can be found in the Reports section.",{"id":4432,"title":4433,"titles":4434,"content":4435,"level":723},"\u002Freports\u002Fhow-to-add-a-lead-source#adding-a-lead-source","Adding a Lead Source",[413],"Log in to your ClarityNOW portalClick Portal DashboardClick the Listings or Transactions tab based on the type of transaction you are addingIn the Client Information section, click the Primary Source box All lead sources are generated for you in the Primary Source dropdown. By selecting \"Database\", a sub-category box will appear where you can choose from the options listed or add your own custom source. To add a custom source, simply type the name (e.g., \"John's Sphere\"), then click the text to save it as a new source.",{"id":4437,"title":4438,"titles":4439,"content":4440,"level":723},"\u002Freports\u002Fhow-to-add-a-lead-source#viewing-the-lead-source-report","Viewing the Lead Source Report",[413],"Log in to your ClarityNOW portalClick Portal DashboardClick Reports on the left side toolbarSelect Lead Source If you are a Rainmaker, you can see a full source report for every agent on your team. If you are on a team or an individual agent, it will show just your sources. You can sort the report by sale type and date range. Scroll down to see an Agent Lead Source Report, which can be sorted by sale type, agent, or date range.",{"id":418,"title":417,"titles":4442,"content":4443,"level":1858},[],"Create custom lead sources for more detailed tracking of where your business comes from.",{"id":4445,"title":450,"titles":4446,"content":4447,"level":723},"\u002Freports\u002Fhow-to-add-a-custom-lead-source#overview",[417],"Custom lead sources allow you to track specific referral channels or marketing efforts beyond the standard lead source options.",{"id":4449,"title":2143,"titles":4450,"content":722,"level":723},"\u002Freports\u002Fhow-to-add-a-custom-lead-source#steps",[417],{"id":4452,"title":4453,"titles":4454,"content":4455,"level":2119},"\u002Freports\u002Fhow-to-add-a-custom-lead-source#step-1-access-the-transactions-tab","Step 1: Access the Transactions Tab",[417,2143],"Access your ClarityNOW Dashboard and select the Transactions tab.",{"id":4457,"title":4458,"titles":4459,"content":4460,"level":2119},"\u002Freports\u002Fhow-to-add-a-custom-lead-source#step-2-create-or-edit-a-transaction","Step 2: Create or Edit a Transaction",[417,2143],"New transaction: Click the New button and fill out all the required details, then proceed to Step 3.Existing transaction: Click the Actions button, select Edit, and go to the Client Information section, then proceed to Step 3.",{"id":4462,"title":4463,"titles":4464,"content":4465,"level":2119},"\u002Freports\u002Fhow-to-add-a-custom-lead-source#step-3-configure-your-lead-source","Step 3: Configure Your Lead Source",[417,2143],"In the Primary Source section, select Database. A sub-source field will appear where you can customize your lead source by typing a new name in the Database Sub Source field. Your custom lead source will be saved and available for future transactions.",{"id":422,"title":421,"titles":4467,"content":4468,"level":1858},[],"Track your team's conversion rates across every stage of the listing and buyer funnels.",{"id":4470,"title":450,"titles":4471,"content":4472,"level":723},"\u002Freports\u002Flead-gen-conversions-report#overview",[421],"The Lead Gen & Conversions Report shows how effectively your team moves prospects through each stage of the sales funnel. Instead of just counting activities, this report reveals conversion rates between stages — helping you pinpoint exactly where deals are being won or lost. This report requires a Standard plan or higher.",{"id":4474,"title":2095,"titles":4475,"content":4476,"level":723},"\u002Freports\u002Flead-gen-conversions-report#accessing-the-report",[421],"Log in to your ClarityNOW portalClick Reports in the left sidebarSelect Lead Gen & Conversions",{"id":4478,"title":4479,"titles":4480,"content":4481,"level":723},"\u002Freports\u002Flead-gen-conversions-report#report-tabs","Report Tabs",[421],"The report is organized into four tabs, each focusing on a different part of your funnel.",{"id":4483,"title":4484,"titles":4485,"content":4486,"level":2119},"\u002Freports\u002Flead-gen-conversions-report#listings-tab","Listings Tab",[421,4479],"Tracks the listing side of your funnel through four conversion stages: Contacts → Listing Appointments Set — How many contacts turned into scheduled listing appointmentsListing Appointments Set → Held — How many scheduled appointments actually took placeListing Appointments Held → Taken — How many held appointments resulted in a signed listingListings Taken → Pended — How many signed listings went under contract Each stage shows the agent name, the count at each end of the funnel, and the conversion rate.",{"id":4488,"title":4489,"titles":4490,"content":4491,"level":2119},"\u002Freports\u002Flead-gen-conversions-report#buyers-tab","Buyers Tab",[421,4479],"Tracks the buyer side of your funnel through four conversion stages: Contacts → Buyer Appointments Set — How many contacts turned into scheduled buyer appointmentsBuyer Appointments Set → Held — How many scheduled appointments actually took placeBuyer Appointments Held → Signed — How many held appointments resulted in a signed buyer agreementBuyers Signed → Pended — How many signed buyers went under contract",{"id":4493,"title":4494,"titles":4495,"content":4496,"level":2119},"\u002Freports\u002Flead-gen-conversions-report#conversions-tab","Conversions Tab",[421,4479],"Focuses on top-of-funnel activity: Dials → Contacts — How many dials resulted in a live contactShows each team member's dials, contacts, and conversion percentage This is a key leading indicator. If dial-to-contact ratios are low, it may signal issues with call timing, scripts, or lead quality.",{"id":4498,"title":4499,"titles":4500,"content":4501,"level":2119},"\u002Freports\u002Flead-gen-conversions-report#custom-tracking-sources-tab","Custom Tracking Sources Tab",[421,4479],"Displays any custom tracking categories you have configured. Each source appears as its own card showing agent-level values. This is useful for tracking metrics unique to your business that don't fit into the standard funnel stages.",{"id":4503,"title":4504,"titles":4505,"content":4506,"level":723},"\u002Freports\u002Flead-gen-conversions-report#filtering-the-report","Filtering the Report",[421],"Date Range — Select from presets (Current Year, Current Month, Last 7 Days, Last 3 Months) or set custom start and end datesView Toggle — Switch between Conversion % and Ratio to see data in the format you prefer",{"id":4508,"title":4509,"titles":4510,"content":4511,"level":723},"\u002Freports\u002Flead-gen-conversions-report#how-to-use-this-report","How to Use This Report",[421],"Identify bottleneck stages — If appointments held-to-taken conversion is low, focus coaching on presentation skillsCompare agents — See which team members excel at each funnel stage and pair them for mentoringTrack improvement — Use date range filters to compare conversion rates week over week or month over monthSet benchmarks — Establish team conversion targets for each stage and review progress in team meetings",{"id":426,"title":425,"titles":4513,"content":4514,"level":1858},[],"Analyze the performance and ROI of each lead source across your team.",{"id":4516,"title":450,"titles":4517,"content":4518,"level":723},"\u002Freports\u002Flead-sources-report#overview",[425],"The Lead Sources Report shows how each of your lead sources is performing in terms of units, GCI, and gross profit. Use it to understand which sources are driving real results and which may need to be re-evaluated. This report requires a Standard plan or higher.",{"id":4520,"title":2095,"titles":4521,"content":4522,"level":723},"\u002Freports\u002Flead-sources-report#accessing-the-report",[425],"Log in to your ClarityNOW portalClick Reports in the left sidebarSelect Lead Sources",{"id":4524,"title":4408,"titles":4525,"content":722,"level":723},"\u002Freports\u002Flead-sources-report#report-sections",[425],{"id":4527,"title":4528,"titles":4529,"content":4530,"level":2119},"\u002Freports\u002Flead-sources-report#team-lead-source-report","Team Lead Source Report",[425,4408],"Shows aggregated performance for your entire team, broken down by lead source. Each row displays: ColumnDescriptionSourceThe name of the lead sourcePending UnitsNumber of deals currently under contractPending GCIGross commission income from pending dealsPending Gross ProfitEstimated profit from pending dealsClosed UnitsNumber of closed transactionsClosed GCIGross commission income from closed dealsClosed Gross ProfitActual profit from closed dealsTotal UnitsCombined pending and closedTotal GCICombined pending and closed GCITotal Gross ProfitCombined pending and closed profit Sources without a name assigned will appear as \"No Source\".",{"id":4532,"title":4533,"titles":4534,"content":4535,"level":2119},"\u002Freports\u002Flead-sources-report#agent-lead-source-report","Agent Lead Source Report",[425,4408],"Available to team owners only. This section shows the same metrics filtered to a single agent. Select an agent from the dropdown to view their individual source performance. Agent GCI and Gross Profit in this section are calculated based on the agent's split, not the full team GCI.",{"id":4537,"title":4504,"titles":4538,"content":4539,"level":723},"\u002Freports\u002Flead-sources-report#filtering-the-report",[425],"Sale Type — Filter by All Sale Types, Listing, or Buyer to isolate source performance by transaction sideDate Range — Select from presets or set custom start and end datesAgent — (Agent report only) Select a specific team member",{"id":4541,"title":4509,"titles":4542,"content":4543,"level":723},"\u002Freports\u002Flead-sources-report#how-to-use-this-report",[425],"Evaluate ROI — Compare the gross profit from each source against what you spend on it to determine true return on investmentReallocate budget — Shift marketing spend toward sources producing the highest profit per unitIdentify trends — Track source performance over different time periods to spot seasonal patternsCoach agents — See which agents convert well from specific sources and share best practices with the team",{"id":4545,"title":3937,"titles":4546,"content":4547,"level":723},"\u002Freports\u002Flead-sources-report#exporting",[425],"Click the Export button at the top of either report section to download the data as a CSV file for further analysis or sharing.",{"id":430,"title":429,"titles":4549,"content":4550,"level":1858},[],"Compare your performance across multiple years to identify trends and measure growth.",{"id":4552,"title":450,"titles":4553,"content":4554,"level":723},"\u002Freports\u002Fyear-over-year-report#overview",[429],"The Year Over Year Report lets you compare any metric across multiple years on a single line chart. It is one of the best ways to visualize long-term trends, measure growth, and identify seasonal patterns in your business.",{"id":4556,"title":2095,"titles":4557,"content":4558,"level":723},"\u002Freports\u002Fyear-over-year-report#accessing-the-report",[429],"Log in to your ClarityNOW portalClick Reports in the left sidebarSelect Year Over Year",{"id":4560,"title":4561,"titles":4562,"content":4563,"level":723},"\u002Freports\u002Fyear-over-year-report#choosing-a-metric","Choosing a Metric",[429],"Use the metric dropdown to select what you want to compare. There are 17 available metrics split into two categories:",{"id":4565,"title":4566,"titles":4567,"content":4568,"level":2119},"\u002Freports\u002Fyear-over-year-report#transaction-metrics","Transaction Metrics",[429,4561],"Sales — Closed transactionsNew Pending — Deals that went under contract (by contract date)Listings Signed — New listing agreements signedListings Sold — Listings that closed escrowBuyers Sold — Buyer-side closed transactions For transaction metrics, you can toggle between three column types: Units — Number of transactionsVolume — Total dollar volumeGCI — Gross commission income",{"id":4570,"title":4571,"titles":4572,"content":4573,"level":2119},"\u002Freports\u002Fyear-over-year-report#activity-metrics","Activity Metrics",[429,4561],"Hours Lead GeneratedDials MadeContacts MadeListing Appointments SetListing Appointments HeldListing NurturesBuyer Appointments SetBuyer Appointments HeldBuyers SignedBuyer NurturesPrice CorrectionsOffers Written Activity metrics display in Units only.",{"id":4575,"title":4576,"titles":4577,"content":4578,"level":723},"\u002Freports\u002Fyear-over-year-report#reading-the-chart","Reading the Chart",[429],"The X-axis shows months (Jan–Dec)The Y-axis auto-scales based on your dataEach line represents a different year, color-coded for easy comparisonHover over any point to see the exact value for that month and yearUse the legend below the chart to toggle individual years on or off",{"id":4580,"title":4509,"titles":4581,"content":4582,"level":723},"\u002Freports\u002Fyear-over-year-report#how-to-use-this-report",[429],"Spot seasonal trends — See which months consistently perform best and plan your activities accordinglyMeasure growth — Compare this year's line against prior years to confirm your business is trending upwardSet realistic goals — Use historical data to set achievable monthly targets based on actual past performanceEvaluate changes — If you changed lead sources, marketing spend, or team structure, see how the numbers responded year over yearPrepare for coaching — Bring year-over-year comparisons to 1:1s to show agents their progression",{"id":434,"title":433,"titles":4584,"content":4585,"level":1858},[],"Motivate your team with real-time performance rankings and competitions.",{"id":4587,"title":450,"titles":4588,"content":4589,"level":723},"\u002Freports\u002Fleaderboards#overview",[433],"Leaderboards rank your team members by performance metrics, giving everyone visibility into where they stand. Use them in team meetings, on office displays, or as part of structured competitions to drive accountability and motivation.",{"id":4591,"title":2394,"titles":4592,"content":4593,"level":723},"\u002Freports\u002Fleaderboards#accessing-leaderboards",[433],"Log in to your ClarityNOW portalClick Reports in the left sidebarSelect Leaderboards",{"id":4595,"title":4596,"titles":4597,"content":722,"level":723},"\u002Freports\u002Fleaderboards#types-of-leaderboards","Types of Leaderboards",[433],{"id":4599,"title":4600,"titles":4601,"content":4602,"level":2119},"\u002Freports\u002Fleaderboards#team-leaderboards","Team Leaderboards",[433,4596],"Show global rankings across your entire team. Team members are ranked by their performance metrics, making it easy to see top performers at a glance.",{"id":4604,"title":110,"titles":4605,"content":4606,"level":2119},"\u002Freports\u002Fleaderboards#competition-leaderboards",[433,4596],"Tied to specific competitions you create in ClarityNOW. Each competition has its own leaderboard tracking the metrics and time period defined for that contest. To view a competition leaderboard: Navigate to CompetitionsSelect an active competitionClick Leaderboard",{"id":4608,"title":4609,"titles":4610,"content":4611,"level":723},"\u002Freports\u002Fleaderboards#full-screen-display-mode","Full-Screen Display Mode",[433],"Leaderboards can be opened in a full-screen view, making them ideal for displaying on a TV or monitor in your office. This view auto-updates so rankings stay current throughout the day.",{"id":4613,"title":433,"titles":4614,"content":4615,"level":723},"\u002Freports\u002Fleaderboards#how-to-use-leaderboards",[433],"Team meetings — Pull up the leaderboard at the start of each meeting to celebrate top performers and create friendly competitionOffice displays — Use full-screen mode on a shared monitor so the team always knows where they standCompetitions — Create time-bound contests around specific metrics to boost activity during key periods1:1 coaching — Reference an agent's leaderboard position to set improvement goals and track progress",{"id":438,"title":437,"titles":4617,"content":4618,"level":1858},[],"Use the Company Dashboard to monitor key business metrics, cash flow forecasts, and team health at a glance.",{"id":4620,"title":450,"titles":4621,"content":4622,"level":723},"\u002Freports\u002Fdashboard#overview",[437],"The Company Dashboard (also called Vital Signs) is your at-a-glance business command center. It consolidates the most important metrics into summary cards, cash flow projections, and a health check widget.",{"id":4624,"title":2424,"titles":4625,"content":4626,"level":723},"\u002Freports\u002Fdashboard#accessing-the-dashboard",[437],"Log in to ClarityNOW.Navigate to Dashboard in the left sidebar. The Dashboard is also the default landing page after login.",{"id":4628,"title":3917,"titles":4629,"content":4630,"level":723},"\u002Freports\u002Fdashboard#summary-cards",[437],"The top of the dashboard displays four summary cards: Units — Count of transactions by status (active, pending, closed).GCI — Gross Commission Income totals.Volume — Total sale\u002Flisting price value.Profits — Monthly gross GCI.",{"id":4632,"title":4633,"titles":4634,"content":4635,"level":723},"\u002Freports\u002Fdashboard#cash-flow-forecasting","Cash Flow Forecasting",[437],"The dashboard projects incoming GCI based on transaction close dates: 14-Day Forecast — Sum of GCI from transactions closing within 14 days.30-Day Forecast — Within 30 days.60-Day Forecast — Within 60 days.90-Day Forecast — Within 90 days. Use these forecasts to plan expenses, make hiring decisions, and manage cash flow.",{"id":4637,"title":4638,"titles":4639,"content":4640,"level":723},"\u002Freports\u002Fdashboard#profit-goal-tracking","Profit Goal Tracking",[437],"If you have an Economic Model configured, the dashboard displays monthly profit goals based on seasonality. Formula: Monthly Goal = (Annual GCI x Seasonality Quarter %) \u002F 3 Progress bars show how actual performance compares to goals. For instructions on setting up your Economic Model, see Economic Model.",{"id":4642,"title":4643,"titles":4644,"content":4645,"level":723},"\u002Freports\u002Fdashboard#health-check-widget","Health Check Widget",[437],"The Health Check reviews your last 10 days of activity across five areas: Daily tracking items submittedPipelines createdListings addedTransactions recordedExpenses logged Green indicators mean you are staying active. Gaps may indicate areas needing attention.",{"id":4647,"title":4648,"titles":4649,"content":4650,"level":723},"\u002Freports\u002Fdashboard#customer-view","Customer View",[437],"Toggle to \u002Fdashboard\u002Fcustomers to see dashboard metrics from a customer\u002Fclient perspective.",{"id":4652,"title":2348,"titles":4653,"content":4654,"level":723},"\u002Freports\u002Fdashboard#tips",[437],"Check the dashboard daily to stay on top of your pipeline and cash flow.Use the 14-day forecast to anticipate near-term income.Review the health check weekly to ensure consistent activity across all areas.",{"id":395,"title":394,"titles":4656,"content":4657,"level":1858},[],"Learn how to use ClarityNOW reports to track performance and make data-driven decisions.",1775789573799]