REAL ESTATE AGENT PERFORMANCE TRACKING PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Agent Profiles: Retrieve all active agents and their associated performance metrics from the Agent Data Model.
[ ] Fetch Monthly Sales Data: Retrieve all completed property sale entries for the current month.
[ ] Calculate Total Sales Volume: Sum the 'Sale Price' property from all completed sales entries to get total revenue.
[ ] Calculate Average Commission Rate: Calculate the average value of the 'Commission %' field from the monthly sales entries.
[ ] Calculate Agent Commission Earned: Multiply the Total Sales Volume by the Agent's specific commission percentage.
[ ] Update Agent Monthly KPI: Update the 'Monthly Revenue' and 'Units Sold' fields in the Agent's Data Model record.
[ ] Create Performance Review Record: Create a new entry in the 'Performance Reviews' data model for the monthly summary.
[ ] Assign Monthly Review Task: Create a task for the Sales Manager to review the calculated KPIs and approve the monthly summary.
[ ] Agent Self-Reflection Task: Create a task for the specific Agent to complete their monthly self-assessment checklist.
[ ] Send Performance Summary to Agent: Send an automated email to the agent containing their monthly sales totals and commission earned.
[ ] Notify Manager of Low Performance: Send an email to the Sales Manager if the aggregate sales volume falls below the predefined threshold.
[ ] Generate Monthly Agency Dashboard: Generate a comprehensive visual report summarizing all agents' performance for the agency leadership.
[ ] Send Milestone Alert: Send an SMS to the agent when a high-value sale (e.g., > $1M) is recorded in the system.
[ ] Cleanup Draft Reviews: Delete any incomplete or expired performance review entries from the previous month.

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