Urgent Actions
β
Require response today
Active Deals
β
Proposal through Negotiation
Meetings This Week
β
Booked or pending
Pending Follow-ups
β
Replied, no next step
Priority Actions
Pipeline Snapshot
Per-Broker Activity
Every property tracked by stage β click a card to update it
Active Properties
β
In pipeline
Reply Rate
β
Replied / Touched
Meetings Booked
β
This month
Est. Pipeline Value
β
Proposal + Negotiation
Why Deals Are Rejected
Every property or deal β click a row to view contacts, deal terms, and notes
Total Properties
β
In pipeline
Active Deals
β
Proposal through Negotiation
Needs Attention
β
Stale or overdue
| Property | Type | Broker | Stage | Last Note |
|---|
Individuals tied to a property or deal
| Name | Role | Property / Company | Broker |
|---|
Contact follow-ups sorted by date β with simulated Outlook sync and auto-draft
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Pipeline performance β rejection analysis β per-broker stats
Deals Won (MTD)
β
Accepted this month
Deals Rejected (MTD)
β
Price & timing
Active Deals
β
Proposal through Negotiation
Avg. Days to Close
41
Won deals this quarter
Rejection Reason Breakdown
Per-Broker Performance
| Broker | Properties | Meetings | Proposals | Won |
|---|
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