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A dashboard for real estate agencies

The portfolio in the CRM, the leads on the portals, the deals in a spreadsheet. Every Monday someone reconciles it by hand. We bring it into one place, up to date and untouched.

Dashboard · Example agency · 3 offices
CRM and portals connected · up to date
  • Active listings186+7
  • New listings this month24-2
  • Viewings this month312+24
  • Sales signed17+1
  • Average days to sale58-5

Last 12 months Hover over the chart

0102030 Nov 25DecJan 26FebMarAprMayJunJulAugSepOct
  • Sales
  • New listings

Listings by days on marketproperties

  1. 380-15
  2. 4116-30
  3. 5231-60
  4. 3361-90
  5. 22+90

Over 60 days: 55 of 186 properties (30%)

Performance by channel · this month

Channel Enquiries Viewings Sales Enquiry to sale
Portal A1,24014171 in 177
Portal B8208241 in 205
Own website3104631 in 103
Shop window951811 in 95
Referral642521 in 32
Total2,529312171 in 149

Offices · listed and closed this month

  • Listed
  • Closed
  1. Gràcia72 listed107
  2. Eixample68 listed86
  3. Sant Andreu46 listed64

Alerts

  • Eixample: 14 properties have been listed for over 90 days
  • INM-2291 (Gràcia) has had no viewings for 74 days
  • Sant Andreu: 3 new listings with no follow-up for 9 days
  • Referrals convert 1 in 32 enquiries; Portal A, 1 in 177

Portfolio, acquisitions, viewings and deals, up to date and with nothing reconciled by hand. Switch roles and see what each one sees.Example with fictional data.

The problem

The questions are simple: which properties haven't moved in weeks, which agent wins listings and which one closes, which portal the signed deals come from. The answers aren't, because every piece of data lives in a different tool.

So decisions get made with last month's report, or by eye.

What's left running

  • Connections to your CRM, your portals and the spreadsheets you use today.
  • One data model: a property, an owner and a deal are the same thing everywhere.
  • A dashboard for each role: management, branch and agent.
  • Alerts when something is out of line: a property that has stalled, a new listing nobody is following up.
  • Your team trained to use it and change it without us.

What it moves

Portfolio turnover, time to deal and performance by portal and by agent. We choose the number that matters with you and put it in writing before we start.

Tell us how you do it today. Before we start you have in writing what we'd do, which number it will move and what it costs.

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Frequently asked questions

Do I have to buy another tool?

Not unless it's needed. We start with what you already pay for; if something doesn't do the job, we tell you and explain why.

Who owns the data and the dashboard?

You do. The code, the data and the know-how stay with you.

How do I know it's worked?

Before we start we put in writing which number has to move and from where. The dashboard measures it from day one, so you see it yourself.