Use case · KPIs & targets

KPIs and targets for real estate agents, with a month close

Propfusion lets admins and department heads plan monthly targets per agent, team or department, and shows every person their score, grade and pace during the month. A few days after month end the month closes: its results are frozen, later changes are flagged instead of rewriting history, and an admin can re-close or reopen it with a reason.

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  • Target planner
  • Live leaderboard
  • Frozen month close

Updated · Checked with AI tools against the product and official sources · How this page is made

Propfusion CRM: KPI month close listing each month as live or closed, with close dates, people counts and Re-close buttons
Propfusion app: My Performance with score and grade, target rings for viewings and deals, and monthly and year-to-date revenue

At a glance

Targets
Planned months ahead per person, team or department, with Copy last month, a monthly ramp (+x%) and a new-joiner ramp
Proposals
Team leaders propose targets; department heads or KPI admins approve them. Nobody sets their own
Scorecards
My scorecard, Department, Leaderboard, All departments and a Daily log
Month close
By default on day 5 of the next month at 03:00 Dubai time the month freezes. Until then it is provisional and recomputed every night
Late changes
For 60 days after the freeze, changes are flagged “Adj” instead of moving the result. An admin can re-close or reopen the month with a reason
Frozen targets
A closed month's targets can't be changed
Alerts
“Behind pace” on working days 8 and 15, “Target hit”, and the month's result. Off until an admin switches them on
Badges
Awarded when a month closes, such as target hit or a hit streak. Private by default
Ask the AI
“Who is behind pace this month?” PropFusion AI asks you to confirm before it sets a target

The month, step by step

What happens to a KPI month

Every month goes through the same three states, so everyone knows which numbers can still move.

  • Live while the month runs: scores and pace update as deals are approved and activity is logged.
  • Provisional from the 1st of the next month until the close day: results are worked out again every night, so late approvals still count.
  • Frozen from the close day (day 5 by default, 03:00 Dubai time): each person's scorecard, targets, result and rank are kept as they were. Later changes show as “Adj” for 60 days, and an admin decides whether to re-close.

How it works

Plan, track and close

The screens admins, department heads, team leaders and agents use across one month.

  1. Plan the targets

    Open the target planner and set each month's targets per person, team or department, starting from the department default. Copy last month, ramp up by a percentage each month, or give a new joiner a gentler start.
    Propfusion CRM: KPI target planner with monthly targets per person against a department default, plus copy-last-month tools
    Monthly targets per person against the department default.

  2. Watch the month as it runs

    The leaderboard ranks people by score and grade, and each person's scorecard shows how far they are from each target and what pace they need. Results update as deals are approved and activity is logged.
    Propfusion CRM: KPI leaderboard ranking staff by monthly score, with each person's role and letter grade
    The team ranked by monthly score and grade.

  3. Open one person's page

    A staff member's Performance tab shows their score and grade, a ring for each headline target, a 12-month hit, near or missed history and the records behind each number. Team leaders and department heads see the same page for their people.
    Propfusion CRM: Staff performance page with score, target rings, wallet, net position, revenue and team rank
    One person's score, targets, earnings and rank.

  4. Close the month

    On the close day the month freezes by itself. KPI admins see every month's state on the Month close page and can close a month early, re-close it to pick up a late change, or reopen it, each with a reason that stays in the history.
    Propfusion CRM: Department KPI view with average score and grade, grade counts and a staff leaderboard for each metric
    A department's average score and grades, ready to review at month end.

FAQ

Frequently asked questions

When does a KPI month close?

By default on day 5 of the next month, at 03:00 Dubai time. Until then the month is provisional and its results are worked out again every night, so late approvals still count. After the freeze, results are read from the frozen copy.

What if a deal is approved after the month has closed?

The frozen result stays as it was, and for 60 days a daily check marks the difference as a late change (“Adj”). A KPI admin can re-close the month with a reason to take the change in.

Can team leaders set targets for their team?

They propose them. The department head or a KPI admin approves or rejects each proposal, and the team leader is told the decision. Admins and department heads set targets directly.

Who can see an agent's KPI score?

The agent, their team leader, their department head and KPI admins. A person marked as not sharing their KPIs is hidden from everyone else, and earnings can be kept private the same way.

Can agents see their targets on the phone?

Yes. The KPI Dashboard in the app's menu shows their score and grade, target rings and the month's figures, and agents can submit their daily KPI numbers from the app.

Can we change the grade bands?

Yes. Each department has its own grade bands, working days and holidays, set on the Departments tab by people who manage KPI templates or users.

Keep reading

Related pages

All use casesFull feature tour

Sources

  1. Targets & Performance for every team member (release notes) · Propfusion · checked
  2. HR and KPI (feature tour) · Propfusion · checked

Updated · Checked with AI tools against the product and official sources · How this page is made

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

Close every month on one set of numbers

Start a free trial and plan next month's targets for your team, or book a demo and see a month close on real screens.

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