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In this overview of the real estate business plan by Peggy from Citrus Templates, she outlines how the plan helps users summarize their current year's performance to inform future business strategy. Users are guided to input their annual metrics, such as weeks worked, leads generated (e.g., 26 leads, 21 appointments, 17 meetings, 13 buyer agreements signed, and 11 closed deals for buyers), as well as similar data for sellers. The template automatically calculates conversion rates based on the entered figures. The plan emphasizes the importance of breaking down goals into specific, actionable steps for effective planning.