Set the monthly targets and when a deal counts as billed
A commission and a sales value target per month, for the whole agency and each broker.
Who it is for
Every planAgency ownerAgency adminIndependent realtor
Where to find it
- Agency dashboard: Clients › Targets
- Realtor dashboard: Clients › Targets
How to do it
Open Targets under Clients and go to Set targets. Choose the year and the month, or Whole year to type the year's figure and spread it evenly over its twelve months.
Type each figure in dirhams (1,500,000 or 1.5M); the agency's own line is its total, set separately from the brokers'. Leave a box empty for no target, then press Save.
Under When a deal counts as billed, choose each pipeline's stage. The default is the stage named SPA or down payment, else the Won stage.
Or ask Claude
“Mona's commission target for November is 200k.”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.