Team Targets
Overview
Team Targets lets you give every team member their own goals — for example "8 properties taken,
20 viewings and 2 closed deals this month" — and follow their progress during the week or month.
Progress is counted automatically from the CRM: when an agent adds a property, completes a viewing
task or closes a deal, their number goes up on its own. Nobody has to type in results. For work that
happens outside the CRM (social media posts, flyers handed out, events...), you can add
self-reported targets that the team member fills in themselves.
Targets are set per person, not per role, so a senior agent and a newcomer can have different
numbers.
Where to Find It
- Settings -> Targets (right after Team members) — the main page.
- My targets in the profile menu (click your name in the top right corner) — available to everyone.
- Dashboard — a My targets card shows your own progress for this week and this month. The card
only appears when you have at least one target. View details opens your own detail page.
What you see on the page depends on your permission:
- Managers (users with the Manage team targets permission) see the whole team in one table:
one row per team member, one column per target.
- Everyone else sees only their own targets. Agents never see their colleagues' numbers.
Setting Targets (Managers)
On Settings -> Targets, click Add target (or the green + button next to a team member's name)
and choose:
- Team member – who the target is for
- Metric – what is counted (see the list below), or Manual (self-reported) with your own name
for it
- Period – Weekly or Monthly
- Target – the number to reach
Each target shows done / target and a progress bar: orange below 50%, blue from 50%, green when the
target is reached.
- To change a number, click the pencil icon next to the target. The new number applies from the
current period on — finished periods keep the target they had, so history stays fair.
- To remove a target, open it with the pencil icon and choose Remove target.
- Copy targets from... (the copy icon next to a name) copies all targets of one team member to
another. Targets the person already has keep their current number — nothing is overwritten. This is
the quickest way to set up a new agent with the same targets as a colleague.
{primary.fa-info-circle} Numbers refresh every few minutes, so a deal closed a moment ago may take a
short while to appear on the page.
What Is Counted Automatically
| Metric |
What counts |
Counted on the day |
| Properties taken |
Properties the team member added |
the property was added |
| Contacts added |
Contacts the team member added by hand |
the contact was added |
| Viewings done |
Completed tasks of type Visit property |
the task was completed |
| Calls made |
Completed tasks of type Phone call |
the task was completed |
| Meetings held |
Completed tasks of type Meeting or Online meeting |
the task was completed |
| Tasks completed |
All completed tasks, any type |
the task was completed |
| Deals closed |
Opportunities set to Closed deal, plus properties marked Sold |
the deal closed / the property was sold |
| Deal value |
The offer on closed opportunities, plus the price of sold properties |
the deal closed / the property was sold |
| Share Studio designs |
Graphics created in Share Studio |
the design was created |
| Blog posts |
Blog posts written |
the post was created |
A few rules worth knowing:
- Tasks count for every assignee. If a viewing task has two agents on it, both get the viewing.
This is why it matters to mark tasks as Completed — an open task counts for nobody.
- Imported contacts count for nobody. Contacts that arrive from a CSV import, your website or a
landing page form were not added by a team member, so they don't count towards Contacts added.
- Deal value is read from the opportunity's Offer field. If the offer is not a number
(for example "around 5M"), it counts as 0 — enter plain amounts.
Self-Reported Targets
Not all work happens inside the CRM. A marketing person may have a target like "20 social media posts
per month". For this, a manager adds a target with the metric Manual (self-reported) and gives it
a name. These targets are marked with a Self-reported badge.
The team member records their progress with the + Add button on the target (on the targets page,
the detail page or the dashboard card):
- Date – when the work was done (it cannot be in the future)
- Quantity – how many (default 1), for example 3 posts at once
- Note – what was done, for example "Posted 3 Instagram stories"
- Link – optional, for example a link to the post
Each entry is listed on the detail page, so a manager can see exactly what is behind the number.
{warning.fa-exclamation-circle} A team member can add and remove their own entries only for the
current and the previous week or month. Older periods are locked for them. Managers can add or
remove entries for any person and any date.
Weekly and Monthly Targets
At the top of the page, switch between Weekly and Monthly, and use the arrows or the drop-down
to look at earlier periods — up to 12 weeks or 12 months back.
- A week runs from Monday to Sunday. A month is the calendar month.
- Weekly and monthly targets are separate. The monthly view does not add up weekly targets, and the
weekly view does not show monthly ones. If someone should have both — for example 3 calls a week
and 12 a month — add two targets for the same metric, one weekly and one monthly.
- If the period you are looking at has no targets but the other one does, the page tells you so and
links straight to it ("No weekly targets — targets are set per month.").
Detail Page and PDF
Click a team member's name (managers) or View details (everyone) to open the detail page. It
lists, for every target, the actual records behind the number — which properties, which viewings,
which deals, which self-reported entries — so you can check every number.
- Everyone can open their own detail page. Managers can open anyone's.
- Export PDF on the detail page prints the same page for one team member.
- Export PDF on the targets page (managers) prints the whole team for the selected period — handy
for a monthly team meeting.
Who Gets Credit for a Deal
Each opportunity now has an Agent — the person who gets the credit when the deal closes.
- When you add an opportunity, you become its agent automatically.
- Users with the Assign opportunity to an agent permission can choose a different agent when adding
or editing an opportunity, or leave it Unassigned. Changing the agent is written to the timeline.
- Leads from your website and landing pages get the agent assigned to the property. If the
property has no agent, the opportunity stays Unassigned.
- Leads from portal imports get the agent assigned to the property, otherwise the person who ran the
import.
- A property can also be marked Sold directly, without an opportunity. Then the agent assigned to
the property gets the credit. If the same sale also has a closed opportunity with an agent, it is
counted only once.
{primary.fa-info-circle} Opportunities created before Team Targets was introduced have no agent, so older
deals don't count for anyone. Users who may assign agents can open such an opportunity and set the agent if needed.
Permissions
Two permissions are related to this feature (set under Settings -> Roles):
- Manage team targets – see the whole team, add, change, copy and remove targets, add entries for
anyone and export the team PDF.
- Assign opportunity to an agent – choose or change the agent on an opportunity.
Without them, a user sees only their own targets and becomes the agent on the opportunities they add.
The super-admin role has both by default.