Contact person: Performance Tracking System for Brokerage Firm

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Location: Mumbai, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"OKR + KPI + KOI System for Real Estate Brokerage Firm
Hello,
I run a real estate brokerage firm and I’m looking for an experienced professional or team who can design and implement a performance tracking system combining:
OKR (Objectives & Key Results)
KPI (Key Performance Indicators)
KOI (Key Operational Indicators)
This system should help us measure team productivity, sales growth, and overall organizational performance.

What I Need
System Design & Setup
Create a practical OKR + KPI + KOI framework customized for a real estate brokerage business.
Cover company-level, team-level, and individual-level goals.
Identify metrics for sales, lead management, client servicing, closures, and property acquisition.
Tool / Dashboard Development
Integrate system into tools like Google Sheets, Excel, Notion, Airtable, or custom dashboards.
Provide real-time visibility of performance metrics.
Include automatic progress tracking and reporting.
Real Estate Context Understanding
Must understand brokerage workflows:
Agent performance
Listing vs. closure ratio
Follow-up frequency
Client conversion
Commission and revenue tracking
Training & Documentation
Provide templates, sample dashboards, and setup guides.
Train team leads to set and review OKRs, KPIs, and KOIs effectively.
Scalability
System should be simple, flexible, and scalable as our team expands.
Support for quarterly / monthly reviews and analysis.

What to Share in Proposal
Your experience or previous projects in OKR/KPI systems (preferably for service or real estate businesses).
Tools or tech stack you’ll use.
Tentative timeline and cost.
Sample OKRs/KPIs you recommend for real estate brokerage.
If you’ve already built a similar system or are confident to design one, please reach out with your proposal.

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