1. Associate Performance Journal (APJ)
and
Units Per Month
Job Aids

2. The APJ
Enables you to view an individual associate’s performance on key criteria:
Sales Activities
Opportunities
Meeting / Caravan Attendance
Portfolios
Open House Activity
Family of Company Activity
Listing Calls & Appointments
Can also drill down on key data points to determine coaching opportunities.
Sales & listings history
Portfolios
Opportunities

3. Accessing the APJ
Access the APJ from the OSSii Manager tool’s main page.
Simply click on any associate’s name to view their APJ.

4. View Family of Companies Contributions
The APJ
Daily breakdown for current month.
Can also go back one month.
View summary data.
Click to access details on:
Deals
Opportunities
Portfolios
View Family of Companies Contributions

5. The APJ
Clicking on Tabs also brings up details on Opportunities, Portfolios, Associate Deals.

6. Data Sources
Some data is automatically pulled into the APJ. Other data, the Sales Manager or Processing Manager is responsible for tracking and entering.
Talked To, Meetings, Caravans & Appointments are entered on the Daily Roll Call.
Listings, Sales, Sold/Marketed feed from Processor-entered transactions.
Processors enter Open Houses, Guests, Listing calls & appointments in OSSii.
Opportunities are entered by the GSM. Portfolios flow from the MRC.

7. Daily Roll Call
Print out your Daily Roll Call and track whom you talk to and how many appointments your associates had. At the end of the day, ask your Processing Manager to input this into the system.

8. Open House/ICalls Maintenance
Open House, Call and Appointment data are entered Monday mornings by the Processor. This data then feeds the APJ.

9. APJ – Associate Deals
Associate Deals Tab enables you to see how the associate manages their listings and sales activities.
APJ List and APJ Sale options show all listing and sale transactions including expired listings and fall-thrus. This is a good way to see how associates are managing their listing and sale activities.

10. Units Per Month Powerful tool that can be used in two ways:
Sort columns to quickly assess how your team is doing and identify areas of strength and areas for improvement.
Earnings, listing calls, open houses, portfolios, etc.
Find out who doesn’t have production and suggest these folks should participate in a Weekly Boost Your Business Program.
Filter data by Units Per Month and Length of Service criteria.
Recognize top performers.

11. Accessing Units Per Month
To access the Units Per Month tool, simply click on the Units Per Month sidebar on the OSSii Manager System.

12. Units Per Month – Column Sort
Sort by any column heading to quickly see who is tops in that category or who needs help.
Clicking the column heading once will sort it in ascending order. That will show those who have the lowest numbers.
Click it again to see your top performers in that category.

13. Units Per Month – Units Per Month View
Use Years of Service and Revenue Units filters to display only those meeting your specified criteria.
For example, show who has more than 1 year of service but no units. Focus on these associates may need extra coaching.
Does anyone have less than 1 year and a unit? Celebrate the success and use their experience to motivate other new associates.

14. Opportunities Data in OSSii
Learn who supports your GSM and who doesn’t.
How does the GSM work with your associates?
Access the Opportunities data in the OSSii Manager System by clicking on the Opportunities bar

15. Opportunities Data in OSSii
Default display is Buyer Opportunity Maintenance for the current month.
Select ‘Display Buyers Opportunities’ and select a specific month to see activity for that month.¹
Click on ‘Create Report’ to print the data. ² 1 2