Streamline Your Transactions with the Invoice Log Template for Real Estate

Invoice log template for Real Estate

hey what's up guys this is Michael and I want to show you a real estate dashboard that I've built for a client so basically this is a way for real estate companies to track the progress of their agents and then to view it all in one individual dashboards so a lot of real estate companies like to track metrics such as like the number of phone dials they have a number of buyer leads that each agent has a number of appointments set to contracts things like that right but they have an issue tracking all of this in a way to hold their real estate agents accountable so the way that I built this was each agent in there each agent basically has a has a individual sheet that they access right and then they're all feeds into one master sheet so this way they can't see each other's data so here's an example of an agent name I just call him Tyler so every week he inputs the number of phone dials that he makes the number of buyer contacts listing contacts past client leads appointment set things like that it's gonna be whatever your company wants to track whatever metrics are important for you guys they chose to enter it every week you can also do it every day if you want to so what happens is each agent has a sheet just like this and they only have access to theirs and once they input the data all the data is going to feed into this master sheet and it's all going to automatically feed into this dashboard where the manager can just look at it and then understand what's going on with each of their agents so for example if I go back to the agent sheet this is where they put in all the metrics that they're tracking and then over here there's also a goals tab so for each of these metrics they have they set a monthly goal so 360 one for October November 500 for December the number of appointments they want every month is 9.2 and so forth right so when you do that it's all going to feed into this dashboard where they can track the it's gonna add everything up it's going to add all the goals and all the leads and everything and it's going to show the manager exactly how much of the goal that they have hid so for this date range from January 2019 to September 2019 they have 14,000 leaves which is only 45% their goal the appointment set is 61% appointment executed is 24% things like that right but there are offers and listing close or have all hit the goal you can also change the month the range that you want to see up in the top left and then if you scroll down there's gonna be a table that's broken out by month that shows the number of total leads for all the agents combined for each month each appointment set everything that you want to track is here and then you're gonna go to there's gonna be a few graphs and just scroll down so they can kind of more easily see what's going on so they can see this broken out by month and see exactly they can see visually kind of their funnel how much is going on so they have a lot of buyer leads then slightly less appointments than a lot less actual appointments executed things like that and then if you scroll down there's more tables of totals then all the way down you'll see a section where they have all of your metrics by month and then relative to their goal so they can see here you know their best months was probably April in July and they almost hit their goals for some of these metrics and then for some of these metrics they have surpassed their goals so this way the manager can easily see which months are doing well and which months that they need to that where they really slow down and then in the next tab here there's a bi Asian tab I've deleted a lot of the data and then changed it with information so it's not exactly accurate but here they can see by agent for the month of May exactly which metric each agent is leading at so they can see here that Jordan has you know 317 actual connects out of the goal of 361 so they can easily just look at it and see which agents are doing well which agents are not doing that well and then similar to that on the individual agents they also have their own dashboard where they can where they can track their own metrics so this is helpful for agents to kind of stay motivated and just kind of understand how they're doing each month so this is a really great way for like a midsize real estate company to kind of just gauge just kind of track performance and then have an easy way to see everything as opposed to before this company was literally spending hours per week just kind of adding up adding up this data adding up this data over here like each week they would have to check and then it would just be too much work to to add up everything for each agent it would take a little bit hours so this way we just build it once and then the agents can just go through it and all the data is gonna automatically feed into it so if you want something similar like this built for your company just contact me i'm going to leave my describe my emails my contact information in the description below yes let me know if there's anything else that you want to see thank you