Sales Quotas & Agent Targets System

Set clear financial goals for your team. Whether it's 'Files Sold' or 'Revenue Generated,' Aiksol360 CRM tracks progress in real-time, motivating agents to hit their monthly commission tiers.

Revenue & Unit Targets

Revenue & Unit Targets

Define exactly what success looks like. You can assign a monetary target (e.g., 'PKR 2 Crore Booking Value') or a unit-based target (e.g., 'Sell 5 Files') to each agent. The system updates their 'Percentage Achieved' bar instantly whenever a deal is marked 'Won.' This real-time feedback loop keeps agents focused on the number that matters, rather than getting distracted by low-value activities.

Target Types:

  • Volume Targets (Total Units Sold).
  • Value Targets (Total Revenue Generated).
  • Collection Targets (Total Recovery Collected).
Activity-Based Goals

Activity-Based Goals

Sales is a numbers game. For junior agents who might not close deals immediately, set 'Activity Targets' to keep them productive. Require '50 Calls per Day' or '10 Site Visits per Week'. The system logs these actions automatically from the mobile app, so you know who is putting in the hustle. This allows you to differentiate between agents who are 'unlucky' vs. agents who are simply 'lazy.'

Track hustle:

  • Daily Call Quotas.
  • Weekly Site Visit Goals.
  • New Lead Creation Targets.
Incentive & Bonus Unlocking

Incentive & Bonus Unlocking

Gamify your compensation to drive results. Link targets specifically to rewards. For example, configure the system so that hitting 100% of the target unlocks a '1% Bonus Commission' or a 'Cash Prize.' Agents can see this 'Potential Bonus' growing on their dashboard as they close deals, driving them to push hard during the final days of the month to cross the line.

Motivation:

  • Auto-calculate performance bonuses.
  • Visual progress bars for agents.
  • Transparency in reward payouts.
Team vs. Individual Goals

Team vs. Individual Goals

Manage hierarchies effectively. Set a 'Branch Target' for the DHA Office Manager and individual targets for their team members. The Manager's dashboard aggregates the performance of their entire team, helping them identify who needs coaching to help the branch hit its number. This structure aligns individual ambition with company growth goals.

Structure:

  • Roll-up reporting (Agent -> Team -> Branch).
  • Compare branch performance side-by-side.
  • Set quarterly or annual strategic goals.
Forecasting & Trend Analysis

Forecasting & Trend Analysis

Predict the future before it happens. Based on current progress, the system forecasts whether you will hit your monthly goal. If you are at 40% of the target by the 20th of the month, the system alerts you that you are 'Trending to Miss.' This gives you 10 days to run a promotion or push your team to close pending deals, rather than being surprised at month-end.

Strategic Insight:

  • Real-time 'Pacing' alerts.
  • Identify seasonal dips early.
  • Course-correct before the month ends.
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FAQs

Can I change a target mid-month?

Yes. Admin users can adjust targets at any time to account for market conditions (e.g., a new file launch) or staffing changes.

Do agents see each other's targets?

You can choose. Enable a 'Public Leaderboard' to foster healthy competition, or keep targets private so agents focus only on their own progress.

Does it track targets for different roles?

Yes. You can set different KPI targets for different roles. For example, a 'Sales Manager' might have a Revenue Target, while a 'Business Development Associate (BDA)' has a Call Volume & Site Visit Target.

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