Dashboard
Pulling your day together…
23
$4.28M
$38.5K
67%
Today's Schedule
View calendar6 events today
Call back for more information · Rob Adams
Task10:00 AM – 10:30 AM
William Johnson, Annie Campbell
Lofty11:00 AM – 2:00 PM
Discuss the showing details from last Friday.
Spanish-speaking follow up · Michael Scott
Task12:00 PM – 12:30 PM
Text contract reminder · Dav Smith
Task2:00 PM – 2:30 PM
Maria Lopez
Lofty3:00 PM – 3:30 PM
Quick call to align on offer terms.
Pipeline funnel
Last 30 daysSee where deals drop off. Biggest leak: Qualified → Showing.
Lead source mix
This monthWhere your leads come from — invest where the score is highest.
Total
100
- Zillow38%
- Website26%
- Facebook Ads18%
- Referral12%
- Open House6%
Weekly outreach
Goal · 30/dayCalls, texts, and emails per day. Consistency wins.
Today's Tasks
- 10:00 AM
Call back for more information
Rob Adams
- Anytime
Call Back
James Adam
- 12:00 PM
Spanish-speaking follow up
Michael Scott
- 2:00 PM
Text contract reminder
Dav Smith
Today's New Leads
Total 23(12 untouched)
Waiting for touch
Rob Adam
BuyerSellerFacebook Ads
88Michael Scott
BuyerWebsite
48Jessica Philips
BuyerSellerInvestorWebsite
61
Transactions
3
Near deadline
2
Expired
3931 Via Montalvo, Campbell, CA 95008
2 tasks near deadline
87 Valencia ST, Half Moon Bay, CA 94019
Escrow doc missing
2118 Thornridge Cir, Syracuse, CT 35624
Near offer date
26096 Dougherty Pl, Carmel, CA 93923
Closing in 4 days