Monthly KPI scoring
Sales agent performance KPIs from activity, pipeline, and revenue, rolled into a configurable points total and a performance rating.
Agent Performance
The real estate agent KPI dashboard built from work agents already do
This real estate agent KPI dashboard scores each sales agent every month from the data they already create — activity, pipeline, and revenue — and rolls it into a configurable points total and rating. Managers get a team leaderboard; every agent gets a transparent scorecard with the exact metrics behind the number.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
Sales Team Performance
Compare agents, spot gaps, and open any scorecard from the list.
The agent performance dashboard ranks agents by score with a rating mix and quick summary tiles — agents evaluated, team average, top performer. Select any row to open that agent's full scorecard.
ActivityPipelineRevenueScoreRating
app.irm365.com/dashboards/performance
01Scoring Model
Score the work that actually moves deals
Every agent's monthly score is built from three categories of real CRM activity. Activity rewards outreach — calls, WhatsApp, meetings, and property viewings. Pipeline rewards progression — opportunities created and offers sent. Revenue rewards results — closed sale MOUs, scored by achievement tier. The in-progress month reads as Under Evaluation until it closes.
- Activity: calls, WhatsApp, meetings, and property viewings against per-metric targets
- Pipeline: opportunities created and offers sent
- Revenue: closed sale MOUs scored by achievement milestones, not straight-line
- Points and rating roll up into a single score out of 100
app.irm365.com/dashboards/performance
02Leaderboard & Scorecard
From a team ranking to the metric behind every number
The leaderboard ranks the team and surfaces the top performer and rating mix. Open any agent and the scorecard breaks the score open: a gauge with month-over-month delta, score composition, a conversion funnel from calls to sales, revenue-tier progress, a trailing 6-month trend, and an actual-vs-target breakdown per metric.
- Score gauge with vs-last-month delta and a 6-month grand-total trend
- Conversion funnel: calls → meetings → viewings → offers → sales
- Revenue-tier progress showing actual, target, achievement, and points
- Per-metric breakdown of actual vs target and points earned
app.irm365.com/dashboards/performance
03Configuration & Fairness
Tune the plan without re-scoring the past
Admins tune metric targets, point weights, revenue achievement tiers, and rating bands, with per-agent target overrides and a preview against unsaved changes. A plan moves through a Draft → Active → Locked → Archived lifecycle. Edits are effective-dated — they take effect the next month — and closed months are frozen as snapshots, so scores stay fair and auditable.
- Configure targets, weights, revenue tiers, rating bands, and per-agent overrides
- Effective-dated edits apply the following month, never retroactively
- Change-history tab with before → after diffs per field
- Draft → Active → Locked → Archived lifecycle with frozen monthly snapshots
Capabilities
Everything inside Agent Performance
A transparent, configurable scoring layer built from the CRM and sales data your team already produces — not a black-box rating.
Team leaderboard
A sales leaderboard ranks agents by score with a rating mix and summary tiles; open any agent's scorecard from the list.
Per-agent scorecard
Score gauge, category composition, conversion funnel, revenue-tier progress, and a trailing 6-month trend.
Configurable plan
Tune metric targets, point weights, revenue tiers, rating bands, and per-agent target overrides.
Role-aware scope
Personal for an agent, team for a manager including nested reports, and global for admins.
Frozen monthly snapshots
Closed months freeze as snapshots and effective-dated edits apply next month, so historical scores never change.
FAQ
Frequently asked questions
It scores each sales agent every month using data they already create in the CRM — activity (calls, WhatsApp, meetings, property viewings), pipeline (opportunities and offers), and revenue (closed sale MOUs). The signals roll into a configurable points total and a performance rating, shown on a team leaderboard and a per-agent scorecard.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
Get started
Ready to close more deals with less effort?
Join UAE real estate teams who run their entire business — leads, deals, contracts, and finance — from one platform. No annual contract.
Personalized walkthrough
30-minute live demo
No annual contract — cancel anytime
GDPR-ready
TLS 1.2
AES-256
Audit trail