BROKERAGE KPI DASHBOARD
Weekly operating template for brokerage leaders and team owners

WEEK OF: ____________________    OWNER: ____________________

1. DEMAND & LEAD FLOW
• New leads by source: ______________________________________
• Qualified conversations: __________________________________
• Lead response time: _______________________________________
• Leads with a dated next action: ____________________________

2. APPOINTMENTS & PIPELINE
• Buyer consultations held: __________________________________
• Listing consultations held: _________________________________
• Signed clients / agreements: ________________________________
• Active opportunities by stage: ______________________________
• Stalled opportunities needing a decision: ___________________

3. CONVERSION & PRODUCTION
• Lead-to-appointment conversion: ____________________________
• Appointment-to-client conversion: __________________________
• New listings taken: ________________________________________
• Pending / under contract: __________________________________
• Closed volume / commission: ________________________________

4. TEAM PERFORMANCE
• Agent activity or production signals: _______________________
• Coaching conversations completed: __________________________
• Capacity or coverage risks: _________________________________
• Process or training gaps observed: __________________________

5. LEADERSHIP DECISIONS
What improved this week?
____________________________________________________________

What requires attention, coaching, or a change in process?
____________________________________________________________

Top three commitments for next week:
1. ____________________  Owner: __________  Due: __________
2. ____________________  Owner: __________  Due: __________
3. ____________________  Owner: __________  Due: __________

Use this dashboard to create decisions, not just report activity. Keep the measures consistent long enough to spot trends, then focus the meeting on what needs an owner and next action.