ActivityTracker

Sales goal tracker for financial advisors, property agents and sales reps

Know you're behind in March, not November.

You set a number in January, and by March it's in a spreadsheet you never open. Here it's on your phone, with what each month still needs and whether you're on track.

Goals1 Jul
Revenue 2026At risk

$90,000 by 31 Dec

$33,60037% vs 50% expected

Needs $9,400/month for 6 months

1 tap
to set the deadline
1 figure
what each month still needs
3 colours
on track, at risk, off track
2 days
between check-ins on WhatsApp or Telegram
A yearly number is set in one tap, the monthly figure it needs goes up after a slow month, the bar shows it slipping behind in March, and a message after a close puts it back on track.

Six moments

Your year, one month at a time

In January
01One number for the year, not thirty.
Every month
02The number each month needs, worked out for you.
By March
03See it slipping in March, not November.
This week
04Know by Tuesday if this week is enough.
After a close
05Closed a deal? Update the goal in a message.
Your team
06The number you promised, where your team can see it.

01In January

One number for the year, not thirty.

Pick the number and the date, or start from Revenue, Deals closed or New clients. It lives on your phone, not in a spreadsheet you'll never open again.

  • End of quarter, end of year or 90 days, in one tap
  • Dollars, clients or any unit you type
  • Revenue, Deals closed and New clients to start from
See all ten goals
New goal

02Every month

The number each month needs, worked out for you.

Every goal shows what's still needed per month to land it by the date. Have a slow month and that figure goes up, so you know what the next one has to bring.

  • "Needs $9,400/month for 6 months" on the goal
  • Worked out again every time you update it
  • The same for revenue, deals or new clients
Revenue 2026, 1 Jul
Revenue 2026At risk
$33,600 / $90,00037% vs 50% expected

Needs $9,400/month for 6 months

03By March

See it slipping in March, not November.

A mark on the bar shows where you should be by today. On track, at risk or off track tells you at a glance, while there's still time to fix it.

  • A mark for where you should be today
  • On track, at risk or off track on every goal
  • "42% vs 50% expected" in plain numbers
Revenue 2026
Revenue 2026At risk
$13,000 / $90,00014% vs 24% expected

Needs $8,556/month for 9 months

04This week

Know by Tuesday if this week is enough.

Set a weekly goal and each call, meeting or viewing you log adds to it. Link WhatsApp or Telegram and a check-in tells you what gets you back on pace.

  • Your week fills in as you log
  • "4 calls would put you back on pace"
  • A wrap-up of your week on Friday evening
This week, Tuesday
Weekly goal12/50 points
Check-inYou're a little behind pace.4 calls would put you back on pace.

05After a close

Closed a deal? Update the goal in a message.

Drag the slider, type the exact amount, or tell the assistant on WhatsApp or Telegram and it moves the goal for you.

  • A slider or the exact figure
  • "Add 4,000 to Revenue 2026" as a message
  • The monthly figure and status change on the spot
Revenue 2026
Revenue 2026At risk
$33,600 / $90,00037% vs 50% expected

Needs $9,400/month for 6 months

06Your team

The number you promised, where your team can see it.

Your top three goals show to your teammates, with how far along you are. A number other people can see is harder to quietly drop.

  • Your top three goals, not your whole list
  • How far along each one is
  • And you can see theirs
Player cards

Your card

  • Revenue 202637%
  • New clients53%
  • Half-marathon60%

And the rest

And the small stuff, handled

MilestonesA goal that's a list of steps gets ticked off one step at a time.
Three viewsCards, a list, or a board by category.
Life goals tooThe savings goal and the half-marathon sit beside the sales number.
Your whyA vision page for the reason behind the number.
HitA "Hit" badge and a congratulations the day you reach it.
Phone and laptopSet a goal on one and it's on the other.

Keep this year's number alive.

Put in the number you're aiming for. It takes a minute.

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Questions

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