The Problem

Running a luxury real estate brokerage with multiple brokers and a large property portfolio means constantly juggling performance data, deal pipelines, commission targets, and property status across tools that were never designed to work together.

Without a single source of truth, the principal is always one step behind. Checking on broker performance means pulling a CRM report. Understanding pipeline value means opening a spreadsheet. Getting a clear picture of how the business is tracking against annual targets means compiling everything manually. It is operational noise when clarity is what is actually needed.

What We Built

A real time executive dashboard giving a luxury real estate principal full visibility across the entire brokerage operation:

• Overview with six headline KPIs covering portfolio value, commission year to date, active listings, deals closed, average days on market, and list to sale ratio alongside a revenue versus annual target chart and a needs attention alert feed

• Property portfolio with a kanban board across seven pipeline stages from Prospecting through to Settled, with drag and drop functionality, property detail modals, offer tracking, and broker assignment

• Broker performance cards showing commission progress, activity metrics, and status across On Track, At Risk, and Below Target with deep dive modals covering commission trajectory, lead sources, and pipeline

• KPI targets with brokerage wide target management, health status tracking across all brokers, and the ability to add new metrics

• Settings covering company profile, notification preferences, and user management

How It Works

From the overview the principal can see at a glance how the brokerage is tracking against annual targets, which brokers need attention, and where the highest value deals sit in the pipeline. Clicking into any broker opens a full performance deep dive with commission trajectory, lead sources, and a breakdown of their active pipeline.

The property kanban gives a visual overview of every active listing across all pipeline stages. Dragging a property to a new stage updates its status across the entire dashboard instantly. Every data point is internally consistent so the numbers always tell a coherent story.

The Outcome

A single screen command centre that gives a real estate principal full visibility across broker performance, deal pipeline, and portfolio status without operational noise. Everything needed to make fast, informed decisions in one place without digging through reports.