Broker · owner

Production momentum

Pipeline health

Where the house dollar comes from

Agents needing attention

Source and method

Monday morning

The three numbers a broker opens this for, and the read composed from them.

The read

    Exhibit 1 · The book

    Exhibit 2 · Concentration

    The five, largest first

    Worth a conversation

    Nothing here yet

    Performance is built from one office performance report. It knows what was listed, written and closed — it has never seen a lead or where it came from. Connect a CRM and this fills in.

    Nothing here yet

    The report gives counts and volumes by agent, not individual transactions — so there is no deal to open. The stage totals behind those counts are on Pipeline.

    Nothing here yet

    No task system is connected to Performance. The nearest thing it can honestly show is the list of agents worth a conversation this period, on the overview.

    Nothing here yet

    The source has no dated transactions — only period totals — so there is no calendar to draw and no month-by-month line anywhere in this console.

    Nothing to set here yet

    Everything this console can be pointed at lives in the header: the reporting period, the office, export and print. Light and dark follow the device.

    What the figures say

    Every line is composed from the same numbers as the exhibits, so it cannot disagree with them.

      What it still cannot answer

      Named rather than estimated. Each one needs a feed this console does not have.

      Opportunities

      Four counts the figures can support, and the associates behind them. Every one answers to the slicers on the overview.

      Volume against commission

      What this cannot tell you

      Named rather than implied.

      Review queue

      The ledger

      Every producing agent this period. Filter, sort, export what you see, and click anyone — their detail opens beside the list.

      Exhibit · The shape of production

      One dot per agent who closed this period — click a dot to open them. Splitting buyer from seller sides needs the live feed; until then only All is real.

      Pipeline

      Written business that has not closed yet — the nearest thing to next period’s revenue.

      Exhibit 1 · Activity behind the numbers

      Touches per closingThe same dial as every agent panel
      20:1

      Exhibit 2 · Under contract, not yet closed

      Splits & plans

      Every split was negotiated one at a time. This is what each plan family leaves the house, totalled.

      Exhibit · What each plan leaves the housePer dollar billed

      Every plan family, in full

      What if…

      Fourteen dials on this period’s real closings. The waterfall shows which lever did the work.

      Splits

      Every one of these was negotiated separately. Move a plan and the same production leaves a different amount behind.

      EveryoneRight = agents keep more
      0 pts
      Production

      What the same people do, more or less of it — and how much of what they write actually reaches the table.

      Closed volumeAcross everyone who stays
      as today
      Close rateOf what goes under contract
      as today
      Listings takenFeeds the period after this one
      as today
      Roster

      Recruiting and losing people is the biggest dial here, and the one most often argued about without a number attached.

      RecruitNew agents this period
      none
      Each one closesVolume in their first half
      On a split ofWhat you offer them; they keep it
      70%
      Lose your topResignations, worst case first
      nobody
      Fixed money

      The half of a brokerage that has nothing to do with what sold.

      Desk feePer agent, per month
      none
      Charged toWho actually pays it
      Company dollar targetFor this half
      not set

      Every figure moves from this period's actual closings. Commission is taken at the rate this office really billed — of volume — rather than a round number. It holds still what it cannot know: caps, referral fees, the cost of carrying an agent who bills nothing, and whether the people whose split you just cut would stay. That last one usually decides it, and no dashboard can tell you.

      Report builder

      Compose your own view of the office — what to measure, how to slice it, how to draw it. Every figure comes from the same ledger as the rest of the console; nothing is restated.

      Trends

      The half year against the same half a year earlier — the only fair comparison this data allows, whatever period the console is showing. Full year 2025 appears for run-rate, never for a percentage.

      Exhibit 1 · The office, half against halfH1 2025 → H1 2026

      Grey is the earlier half, teal the half being reported; both bars in a row share one scale.

      Exhibit 2 · Who moved the numberCompany dollar

      Only people present in both halves. Every name drills through.

      Plans, year on year

      A month-by-month line needs monthly closings, which this report does not carry. It arrives with the Driveway roll-up feed.