House Goals & Pulse Check
Set your revenue goals and pressure-test the plan across all 9 KPIs.
Step 1
House Goals
Enter monthly company targets. Per-rep auto-computes from rep count.
| KPI | Type | Monthly Goal | Per Rep |
|---|
Step 2
Pulse Check
Per-rep targets across 5 bonus levels. Edit any cell to override; ↻ Sync resets overrides.
📖 How to read this
1 · Each row is a bonus level
Every level is worth 500 points × its number — Bonus 1 is 500, Bonus 3 is 1,500, Bonus 5 is 2,500. The cells in that row are the targets a rep has to hit to earn at that level.
2 · Points split across the KPIs
A level's points are divided evenly by however many KPIs have a goal set. With 9 live KPIs, each one is worth 55.6 points per level. Use 6 KPIs instead and each is worth 83.3 — the level total never changes.
3 · Every KPI scores on its own row
Nobody sits on a single level. A rep can be Bonus 5 on one KPI and Bonus 1 on another in the same month — each KPI banks whatever level it cleared, and they all add together. Miss Bonus 1 on a KPI and it scores zero; there is no partial credit.
4 · Total sets the bonus level
Add every KPI's points at month end. 1,000 points = Bonus 2, 1,500 = Bonus 3, and so on. Enter actuals in the Month-End Tally below and it works this out for you.
Worked example 9 KPIs live, so each is worth 55.6 points per level. One rep's month, spread right across the board:
Bonus 5 on units sold (277.8) ·
Bonus 4 on test drives (222.2) ·
Bonus 3 on F&I and service appts (166.7 each) ·
Bonus 2 on trade-ins and referrals (111.1 each) ·
Bonus 1 on front gross and conquest (55.6 each) ·
missed closing rate entirely (0).
That totals 1,166.7 points — past 1,000, so the rep lands on Bonus 2 with about 333 to go for Bonus 3. Nine different results, one number.
That totals 1,166.7 points — past 1,000, so the rep lands on Bonus 2 with about 333 to go for Bonus 3. Nine different results, one number.
| Rhythm Level | KPI 1 | KPI 2 | KPI 3 | KPI 4 | KPI 5 | KPI 6 | KPI 7 | KPI 8 | KPI 9 | Total |
|---|
🧮 Month-End Tally
Enter each rep's actual for the month. Points bank at the highest level that number clears.
| KPI | Actual | Level Cleared | Points |
|---|
🎚 Points needed for each bonus level
Editable. Set below what a full row pays so reps can mix levels across KPIs and still qualify.
Gross Profit Calculator
Toggle each KPI between monthly recurring revenue and per-unit profit to see your full revenue picture in real time.
💰 Gross Profit Calculator
Each row: monthly count × revenue per unit = monthly revenue. Totals roll up at the bottom.
| KPI | Monthly Goal | Revenue / Unit ($) | Monthly Revenue |
|---|---|---|---|
| TOTAL | Annualized → | $0 / mo · $0 / yr |
Service Fees
Add up to 5 service fees with attach rates and monthly units to see the exact bottom-line impact.
💵 Service Fees
Add up to 5 fees. Each row: amount × attach rate × monthly units = monthly revenue.
%
% of sales that include each fee
$50K/yr per back-office head
Set a default attach rate once and it pre-fills every new fee row. After Calculate, the panel below shows what % of your back-office cost the fees already cover.
Rep Scheduling Matrix
Enter gross profit by day per store and PULSE calculates how many rep shifts you need at your agreed GP/dealer rate.
⚙ Universal GP / Dealer Rate
$
per shift
Each rep needs to produce at least this much GP per shift to justify being on the floor.