Targets & performance

Agent KPIs and targets that keep score for you

Set a monthly target for every consultant and Propfusion scores them from real CRM work: leads answered on time, viewings completed, deals approved and commission earned. Agents see their own scorecard and grade. Managers see the leaderboard, every month's result and each person's wallet.

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  • Scored from live CRM data
  • A to D grades every month
  • On the web and in the app
Propfusion CRM: Personal KPI scorecard with score, grade, weighted metrics against targets and a monthly score trend

How it works

From target to result, without a spreadsheet

  1. Step 1

    Pick a scorecard per department

    Start from ten ready templates, from Sales and Leasing to Off-plan, Finance and Customer support. Tune each metric's weight and AED target.

  2. Step 2

    Plan the month's targets

    Set targets per person in one grid. Team leaders can propose changes, and a manager approves or rejects them.

  3. Step 3

    Let the CRM keep score

    Most metrics count themselves from leads, viewings and approved deals. When the month ends, it closes and the result is frozen.

Staff targets & performance

A Targets & Performance tab on every staff profile

Open anyone on your team and their month is on one page: what they were set, whether they are on pace, what they hit or missed in each of the last twelve months, and what they have earned.

Propfusion CRM: Staff performance page with score, target rings, wallet, net position, revenue and team rank
Propfusion app: My Performance with score and grade, target rings for viewings and deals, and monthly and year-to-date revenue
  • This month's targets

    A ring for every headline target: hit, close or behind pace, and how many more are needed in the working days left.

  • Twelve months, hit or missed

    A heatmap of Hit, Near and Missed for each of the last twelve months, frozen as each month closes.

  • The records behind each number

    Open the leads, viewings and deals that make up a score, so a result can be checked rather than argued about.

  • Live wallet and net position

    The wallet balance, checked against the ledger, and what is left after any loan outstanding.

  • Revenue, month and year to date

    Net, gross, company and own commission, with the number of deals, for the month and the year so far.

  • Rank and badges

    Rank in the department and in the team next to last month's, plus badges such as Target hit and hit streaks.

Who sees it

Open with the right people, private from the rest

Team leaders carry their team in their pocket: My team in the Propfusion app lists each consultant with a link to their performance, and every view follows the roles you set.

  • Each person sees their own page under My performance, on the web and in the app
  • Their team leader, department head and KPI admins open it from the staff page
  • Wallet, loans and payouts are shown only to the person, finance and admins
  • Badges stay private unless an admin shows them to colleagues, and even then without the numbers
Propfusion app: My team list with each consultant's name, role and a performance link

Everything a sales manager needs to run the month

Built around the questions you ask every week: who is on pace, who needs help, and what did we actually close?

Leaderboard

One leaderboard across every department

Rank everyone you manage on one list. Each person is scored on their own department's scorecard, so a leasing consultant and a sales consultant are ranked fairly side by side. Deals count by each agent's share of the commission split, so a shared deal is never counted twice.
  • Medals for the top three and an A to D grade next to every name
  • Open anyone's performance page straight from the list
  • You decide whether agents see their colleagues' names in the ranking
Propfusion CRM: KPI leaderboard ranking staff by monthly score, with each person's role and letter grade

Target planner

Plan the whole team's targets in one grid

Pick a department or a team and plan up to nine months ahead, one row per person and one column per month. The top row holds the department default, and the Results switch shows what each person actually delivered.
  • Copy last month to everyone selected, or adjust it by a percentage
  • Department defaults for everyone without a target of their own
  • A new-joiner ramp that builds targets up month by month
Propfusion CRM: KPI target planner with monthly targets per person against a department default, plus copy-last-month tools

Month close

Close the month and the result stays put

A month closes by itself on the 5th of the next month at 03:00 Dubai time. Until then it stays provisional, so late approvals still count. Once it closes, scores, targets met and each Hit, Near or Missed result are frozen, and the month's badges are awarded.
  • Live and closed months side by side, up to twelve months back
  • Re-close a month to pick up a late change, marked “Adj” on the result
  • Reopening or re-closing asks for a reason, kept in the month's history
Propfusion CRM: KPI month close listing each month as live or closed, with close dates, people counts and Re-close buttons

Daily log & trends

The work the CRM can't see, logged every day

Offers, site visits and calls made outside the CRM still count. Agents fill a short daily KPI form, the scorecard adds it up for the month, and Trends charts every metric over any period, in one combined graph or one graph per metric.
  • Totals for every metric above the chart
  • Today, this week, this month or any date range
  • Each day's submissions listed, with a report you can export
Propfusion CRM: KPI trends chart plotting leads, calls, viewings, offers and deals day by day, with metric totals

Screens show the Propfusion Demo Realty sample workspace. All people, listings and numbers are fictional.

Department scorecards

A scorecard for every department, not just sales

KPIs are set per department, so a leasing consultant is never judged on off-plan bookings. Each scorecard is weighted, graded and pro-rated by UAE working days while the month is still running.

Department heads see the team's average score and how many people sit in each grade, then a leaderboard with a column for every metric. Sort it by score or by any metric to see who needs help.

Propfusion CRM: Department KPI view with average score and grade, grade counts and a staff leaderboard for each metric
  • Sales

    Leads answered on time, viewings completed, deals closed, gross commission

  • Leasing

    Rental deals closed, annual rent closed, renewals signed, Ejari within 7 days

  • Off-plan

    Project presentations, site visits, EOIs collected, bookings closed

  • Team leaders

    Team average score, team deals and commission, 1:1 coaching sessions

  • Marketing & listings

    Portal leads, cost per paid lead, live listings with a Trakheesi permit

  • Admin & operations

    Deal files created, deals with full party KYC, Ejari registrations

  • Property management

    Cheques collected, leases renewed, occupancy, maintenance completed

  • Finance

    Commission received, month-end close days, VAT filings on time, payouts

  • HR & PRO

    Attendance, valid Emirates ID and passport, brokers with a RERA BRN

  • Customer support

    Leads qualified, median first response, CSAT, call QA score

Example metrics from the ready templates. Change any target, weight or metric to fit your brokerage.

Targets & performance

Coach the team before the month is lost

The details that make a scorecard fair, and that keep agents looking at it every day.

  • Scored from CRM data

    Leads, follow-ups, viewings, listings and approved deals feed the scorecard. Other metrics come from a daily log, a formula or a manager.

  • Weighted scores, A to D grades

    Each metric has a weight and a cap (120% by default), so one big deal can't hide the rest of the month.

  • Pace, not just totals

    Every metric shows whether the agent is on pace for the month, pro-rated by UAE working days.

  • Behind-pace alerts

    On working days you choose, agents behind pace get a nudge and team leaders get a daily digest.

  • Streaks and badges

    Target hit, hit streaks, Top 3 in the department, Fast responder and Personal best, earned month by month.

  • Ask the AI assistant

    Ask “Who is behind pace this month?” or “How is Sara doing against target?” and Propfusion AI answers from the live scorecard.

  • Target proposals

    Team leaders propose target changes. Managers approve or reject them with a note, from one inbox.

  • Team leader scorecards

    Leaders are scored on their team's average score and results, plus their own coaching and deals.

  • Export to CSV

    Download a person's targets and monthly heatmap exactly as shown, ready for an appraisal.

Team & HR

Staff records, roles and attendance in the same place

Each staff page keeps the person's work details next to their results: teams, staff level, agent type, salary and commission percentage, with Performance, Money, Loans and Documents one tab away. Roles decide who sees which leads, deals and scorecards, so HR records and KPIs never drift apart.

  • Roles such as Finance Manager or Department Head, each with exactly the permissions you tick
  • Check-in and check-out from the mobile app, with a monthly attendance view
  • Leave (annual, sick, unpaid and more) on the HR calendar, with balances on the staff page
Propfusion CRM: Staff profile with personal details, team, staff level, agent type, salary and commission

FAQ

Questions about targets and KPIs

Something we haven't covered? Ask us in a live demo.

Where do the scores come from?

Most metrics count themselves from CRM records: leads answered on time, follow-ups, viewings, listings and approved deals, with deals credited by each agent's share of the split. Work outside the CRM comes from the agent's daily log, a formula or a manager's entry.

Who can see an agent's performance?

The agent, their team leader, their department head and KPI admins. Wallet, loans and payouts are limited to the person, finance and admins, and you decide whether agents see colleagues' names on the leaderboard.

Can agents change their own targets?

No. Admins and department heads set targets. Team leaders can propose changes, which a manager approves or rejects with a note, and nobody edits their own.

What happens when the month ends?

From the 1st, last month is provisional so late approvals still count. On the 5th at 03:00 Dubai time it closes: scores, targets and each Hit, Near or Missed result are frozen and the month's badges are awarded. An admin can re-close or reopen a month, giving a reason.

Do agents get alerts about their targets?

Once an admin switches alerts on for a department. Agents behind pace then get a nudge on the working days you choose, people hear when every target is hit, and team leaders and department heads get a daily team digest.

Is it in the mobile app?

Yes. Agents see My performance in the Propfusion app with their score, targets, pace and revenue, and team leaders open each person's performance from My team.

Give every agent a clear target this month

Start a free trial, load the ready department scorecards and see your first leaderboard on your own data. Or book a demo and we'll walk you through it.

7 days free · No card needed