Agent Performance & KPI Dashboard

Stop micromanaging. Aiksol360 CRM gives you a live scoreboard for your entire sales team. Track Calls, Site Visits, Token Bookings, and Revenue in real-time to identify your top performers instantly.

Live Sales Leaderboard

Live Sales Leaderboard

Gamify your sales floor to boost morale. The 'Live Leaderboard' ranks all agents based on their monthly performance in real-time. You can toggle the view between 'Most Calls Made,' 'Most Site Visits,' or 'Highest Revenue.' Displaying this on a TV screen in your office drives healthy competition and motivates the middle-tier agents to push harder.

Metrics Tracked:

  • Total Booking Value (Revenue).
  • Number of Units Sold.
  • Lead-to-Deal Conversion Rate.
  • Daily Activity Score.
Activity & Call Efficiency

Activity & Call Efficiency

Are your agents actually calling? Or just marking leads as 'Bad' to avoid work? Our system tracks the number of outbound calls logged per day and the average talk time. This allows you to identify agents who have high activity but low closings signaling a need for sales training rather than firing.

Insights:

  • Calls vs. Connected Calls ratio.
  • Average Talk Time per lead.
  • Number of Site Visits scheduled vs. conducted.
Lead Conversion Analysis

Lead Conversion Analysis

Find your revenue leakage. The 'Conversion Funnel' shows you exactly where deals are dropping off for each agent. Is agent A losing people at the 'Initial Call'? Is agent B failing to convert 'Site Visits' into 'Tokens'? Pinpoint the exact bottleneck in your sales process and fix it to double your revenue.

Funnel Stages:

  • New Lead -> Connected.
  • Connected -> Site Visit.
  • Site Visit -> Token Paid.
  • Token -> Closed Deal.
Goal Setting & Quota Tracking

Goal Setting & Quota Tracking

Set clear targets and track progress automatically. You can assign specific monthly quotas to agents (e.g., 'Sell 20 Files' or 'Generate 1 Crore Revenue'). The system shows a 'Progress Bar' for each agent, letting them know exactly how far they are from hitting their target and unlocking their commission bonus.

Features:

  • Set Monthly/Quarterly Targets.
  • Track 'Percentage to Goal' in real-time.
  • Automated alerts for agents falling behind schedule.

FAQs

Can I set different targets for Junior vs. Senior agents?

Yes. You can assign custom quotas based on experience. For example, a Senior <a href='/real-estate-terms/#agent'>agent</a> might have a revenue target of 5 Crores/month, while a Junior <a href='/real-estate-terms/#agent'>agent</a> has an activity target of 50 Calls/day.

Does the leaderboard update automatically?

Yes. As soon as an <a href='/real-estate-terms/#agent'>agent</a> marks a deal as 'Won' or logs a call on their mobile app, their score updates instantly on the dashboard. No manual data entry is required from the manager.

Can I download a monthly performance report?

Absolutely. With one click, you can download a PDF '<a href='/real-estate-terms/#agent'>Agent</a> Performance Card' for every employee. This includes their total sales, conversion rate, and attendance, perfect for monthly appraisal meetings.

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