ActivityTracker

Free for financial advisors, property agents and sales reps

How many calls a week does your number take? Sales activity calculator

Work back from the year's number to calls, conversations and meetings a week, with your own rates.

Your goal for the year
Goal per
Your steps, from the deal back to the first call

Make 137 calls a week

That's $600,000 in sales and 75 deals.

StepThis yearA weekA day
Calls6,300137.027.4
Conversations90019.63.9
Meetings3006.51.3
Deals751.60.3
See your real rates from what you log

Your goal, how your calls turn into deals, and the weeks you'll work

It takes a minute, and the answer changes as you type.

  1. 01Pick your goal: income, sales or deals, for the year.
  2. 02Put in how your calls turn into deals: 1 call in 7 reaches someone, 1 conversation in 3 books a meeting, 1 meeting in 4 closes.
  3. 03Put in the weeks you'll work, and read what each week needs.

See what has to happen before the money does

The sums behind the default numbers. Put the same numbers in and you'll get the same answer.

  • Start from income: $60,000 a year in commission at 10% means $600,000 in sales, which at $8,000 a deal is 75 deals.

  • Then up the steps: if 1 meeting in 4 closes, 75 deals take 300 meetings. If 1 conversation in 3 books a meeting, that's 900 conversations. If 1 call in 7 reaches the person, that's 6,300 calls.

  • Over 46 working weeks, that's 137 calls, about 20 conversations and 6.5 meetings a week, or 27 calls a day over five days.

  • Start from deals instead: a financial advisor who wants 50 cases, closes 1 appointment in 3 and sets 1 appointment per 8 calls needs 150 appointments and 1,200 calls, about 26 calls a week.

Starting late? See what each week needs from today

Put in what you've done so far and the weeks you have left, and the calculator works out the rest of the year from today.

  • Halfway to $60,000 in late September, with 13 weeks left, the other $30,000 needs 38 deals.
  • That's 152 meetings and 3,192 calls, or about 246 calls a week.
  • The same goal from January was 137 calls a week. Starting late nearly doubles the week.

Know what you need to sell first, then what to do each week

The commission calculator and this one do different halves of the job.

  • The commission calculator turns the income you want into sales and deals, through tiers, a quota, base pay or a split
  • This one turns deals into the calls, conversations and meetings each week needs, with your own rates and your weeks off
  • Paid on one flat rate? Start here. Paid on tiers or a quota? Work out your sales there, then bring them here

Plan the year's calls before a quiet month does it for you

Run it when the year's number gets set, and again when the week goes quiet.

  • 01In January, when you set the number for the year
  • 02When a new rate or a new target comes in
  • 03After a quiet month, to see what the rest of the year needs
  • 04Before you book leave, to see what the weeks either side need

Keep this week's number in front of you

The calculator is free. ActivityTracker, the app we make, is paid, and it keeps the weekly number in front of you.

  • A goal with a deadline shows what each month still needs
  • Log each call, appointment and meeting from your phone as it happens
  • The funnel works out your rate at each step from appointment to deal, from what you logged
  • Your weekly check-in counts the week's activity next to the targets you set

Questions

Know what this week needs

Keep using the calculator for free. The app keeps the weekly number in front of you.

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