Free tool

Free KPI month-close template for real estate agents (CSV)

Choose the month, add your agents and pick the KPIs you track, and the page builds a month-close sheet you can download as a CSV and open in Excel or Google Sheets. It works in your browser: names you type never leave your computer.

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  • CSV for Excel or Google Sheets
  • Formulas included
  • Nothing stored

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

Template

Build your month-close sheet

Of the next month

3 of 50

Repeated names and blank lines are skipped. Names stay on your computer.

KPIs and monthly targets

Targets are optional and apply to every agent; you can change them in the sheet.

Grade bands, % of target

Example bands. D is anything below C.

Your sheet

3 × 5 = 15 rows

Choose a month.

First rows of the sheet
AgentKPITarget
Agent 1Deals closed—
Agent 1Commission (AED)—
Agent 1New listings live—
Agent 2Deals closed—
Agent 2Commission (AED)—
Agent 2New listings live—

Columns: Month, Agent, KPI, Target, Actual, % of target, Grade, Close date, Late change (Adj), Note.

Choose a month.

What the sheet includes

What the sheet holds
One row per agent and KPI: month, agent, KPI, target, actual, % of target, grade, close date, late change (Adj) and a note.
Formulas included
% of target and the grade fill in as soon as the actual is typed, in Excel or Google Sheets.
Up to
50 agents and 6 KPIs, with optional targets and your own grade bands.
Your data
Stores nothing. The file is built in your browser, with no sign-in and nothing sent to us.
Offline
Works offline once the page has loaded.
In Propfusion
The month closes on day 5 of the next month by default, frozen, with later changes marked “Adj”. KPIs and targets

Using the sheet

From the first day to the close

Download the sheet at the start of the month and fill in the targets you didn't set here. During the month, type each agent's actual figures in the Actual column; % of target and the grade work themselves out.

On the close date, stop editing Actual and save a copy of the file with the month in its name. If a deal or a correction arrives after that, write it in the Late change (Adj) column with a reason in Note, instead of changing the closed figure.

For a KPI where lower is better, such as overdue follow-ups, the sheet counts meeting the target as 100% and scales down when the actual is over it.

New to month closes? Read how to run a KPI month close for the calendar, counting rules and sign-off.

FAQ

Questions about the template

Which KPIs does the template include?

Six you can tick: deals closed, commission in AED, new listings live, viewings, the share of leads replied to within your target, and overdue follow-ups (where lower is better). Each gets a row per agent with its target, actual, % of target and grade.

What grade bands does the template use?

Example bands: A from 100% of target, B from 85%, C from 70% and D below that. Change them before you download; they must go down from A to C, and the grade formulas in the sheet use them.

Does it work in Google Sheets?

Yes. In Google Sheets choose File, Import, upload the CSV and keep the option to convert text to numbers, dates and formulas. In Excel, open the file directly; it is saved as UTF-8 so Arabic and other names show correctly.

Is my team's data uploaded anywhere?

No. The sheet is built by your browser on your computer. Nothing you type is sent to us or stored, there is no sign-in, and closing the page clears it.

How is this different from Propfusion's month close?

The template is a sheet you keep up by hand. In Propfusion, actuals come from the deals and activity recorded in the CRM and the team's daily KPI entries, the month closes on its own (day 5 of the next month by default), and later changes are flagged "Adj" next to the frozen result.

KPIs and targets in Propfusion

Keep reading

Related pages

All free tools

Sources

  1. KPIs and targets with a month close · Propfusion · checked
  2. Targets & Performance (release notes, 15 October 2026) · Propfusion · checked
  3. How to run a KPI month close for a real estate brokerage · 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.