Sales Agent Performance & KPI Dashboard

Eliminate micromanagement and subjective reviews. Aiksol360 CRM provides a real-time scoreboard for your property sales force. Track outbound calls, site viewings, reservation bookings, and closed sales revenue to identify top producers instantly.

Live Sales Team Leaderboard

Live Sales Team Leaderboard

Gamify the sales floor to maintain high team energy. The Live Leaderboard ranks agents in real time based on monthly achievements. Toggle views between 'Most Outbound Calls,' 'Most Site Viewings Completed,' or 'Highest Closed Sales Revenue'. Projecting performance on office displays encourages healthy competition and motivates mid-tier agents to elevate their activity.

Monitored Performance Metrics:

  • Total Contract Price (TCP) Booked Revenue.
  • Number of Units & Lots Sold.
  • Inquiry-to-Reservation Conversion Rate.
  • Daily Operational Activity Score.
Call Activity & Engagement Efficiency

Call Activity & Engagement Efficiency

Determine whether agents are engaging prospective buyers or prematurely flagging inquiries as unqualified to avoid follow-ups. The system tracks daily call volume and average engagement durations, allowing sales managers to pinpoint agents with high activity but low closing rates who need coaching rather than termination.

Productivity Insights:

  • Total Calls vs. Connected Calls Ratio.
  • Average Talk Time per Prospective Buyer.
  • Scheduled vs. Completed Site Viewings Ratio.
Lead Conversion Funnel Analytics

Lead Conversion Funnel Analytics

Identify pipeline drop-offs. The Conversion Funnel highlights where prospects disengage for each agent. Are inquiries stalling at Specialist A's initial discovery call? Is Specialist B unable to convert on-site property viewings into paid reservations? Isolate operational bottlenecks to double closing velocity.

Pipeline Stages:

  • New Inquiry -> Connected.
  • Connected -> Site Viewing Scheduled.
  • Site Viewing -> Reservation Fee Paid.
  • Reservation -> Executed Contract to Sell (CTS).
Target Setting & Quota Governance

Target Setting & Quota Governance

Establish production targets and monitor progress automatically. Assign individual monthly sales quotas (e.g., 'Reserve 15 Lots' or 'Generate ₱20M in TCP Revenue'). Real-time visual progress indicators display quota pacing and projected incentive payouts for every team member.

Quota Features:

  • Configure Monthly & Quarterly Sales Targets.
  • Real-time Percentage-to-Goal Tracking.
  • Automated Alerts for Agents Falling Behind Pace.
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FAQs

Can I configure distinct quotas for junior agents versus senior property specialists?

Yes. Assign customized targets based on experience. Senior specialists can be evaluated on a ₱20M monthly TCP target, while junior agents are assigned activity quotas like 40 client calls and 4 site viewings per week.

Does the leaderboard update in real time automatically?

Yes. When an agent confirms a reservation or logs a viewing on their mobile app, leaderboard rankings recalculate instantly with no manual entry required from management.

Can I export monthly performance evaluations?

Yes. Generate a comprehensive PDF Agent Performance Scorecard detailing individual sales volume, conversion metrics, and attendance records for appraisal reviews in one click.

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