RealEstate OS

Groupe Montreal

Demo · no live data

Performance

Chris Salvador · this year

Closings vs goal

Goal 8 · Closed 3 · Pending 2

Closed3
Pending2
Remaining3

What this shows: You planned to close 8 deals this year. You have closed 3, and 2 more are almost done. You still need 3 more to hit your goal.

Recommended action: Book 2 new buyer appointments before the end of the month.

Volume by month

Last six months

$620k
Apr
$880k
May
$1350k
Jun
$240k
Jul
$1010k
Aug
$180k
Sep

What this shows: Sales were strong in the spring, dropped in July, and picked up in August. September is just starting, so not much is logged yet.

Recommended action: Keep Tuesday's buyer consult with the Patels. It could lead to a new deal.

GCI by side

Buyer $51k · Listing $23k

Buyer$51k
Listing$23k

What this shows: You made $51,000 from buyer clients and only $23,000 from listings.

Recommended action: Call the seller at 340 Avenue Beaumont this week. It has been quiet for 8 days and needs a price conversation before it goes stale.

Attention

2 deals quiet 8+ days (Sarah Nguyen, Theo Marsh)

Sarah Nguyen11
Theo Marsh9

What this shows: You have leads, but two people have gone quiet because no one followed up.

Recommended action: Text Sarah Nguyen today. You showed her 3 homes yesterday and still need to log your notes.

CS

Chris Salvador

Agent

Switch to Elena · client