Real Estate Deal Pipeline Dashboard

Overview

Tracking property deals across multiple agents and systems is messy — data ends up split between CRMs, spreadsheets, and messages. That makes it hard to see progress and make decisions fast.

The Real Estate Deal Pipeline Dashboard, built with Retool, brings everything into one live dashboard. It centralizes property and agent data, tracks offers, and visualizes deal progress in real time.

Managers can quickly assess deal stages, spot trends, and take action without leaving the dashboard.

Retool Features Used

Visual Deal Pipeline: Track deals through stages like New Lead, Negotiation, Under Review, and Closed in a Kanban layout.‍
Performance Metrics: View total deals, average offer value, and conversion rates in clean metric cards.
Deal Details View: Open any deal to view property info, agent contact, offer price, and attached documents.‍
Agent & Property Filters: Filter by agent, stage, or property type to get insights instantly.‍
Trend Analysis: Use line charts to track offer volume and closure trends over time.‍
Real-Time Alerts: Send Slack or email alerts when deals change stages or reach milestones.

Recognition

We're officially approved by Retool and proud to be an agency partner!

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