View your brokerage data in a Power BI report
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Is your data spread across multiple systems?
Is it difficult to do clear reporting?
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Our team has worked with Real Estate teams, and our brokerage dashboard can serve as a starting point for your own reporting.
The reporting requirements for a full brokerage or an individual broker can vary depending on the size of the team. In this dashboard we have created reports that fit the key areas:
Page 1 of the Power BI real estate broker dashboard is a report on the overall company performance.
This page is meant to provide a top level view of two important elements:
Some important features on this page is the dynamic filtering that is available. By clicking on any of the agents names, or a specific month, the entire page filters to those values.
This allows you to narrow in and see the above metrics for a month of interest or a particular agent.
On the left panel there are some static KPIs displayed:
Another important feature that is applied on each page of this Power BI report is drill-through capabilities. For each visual you will be able to right click and drill into the underlying data to review the exact deals that make up the values you are seeing on the screen.
Page 2 of the Power BI real estate broker dashboard is a report on the current active deals within the brokerage.
This page was built to provide the following specific details:
From this page a broker or management would be quickly see compliance bottlenecks or important upcoming deals for each agent.
Great for a stand-up meeting with a specific agent as the top filter allows you to see all the above details for only one or more agents at a time.
Page 3 of the Power BI real estate broker dashboard is a report on specific agents performance within the brokerage. This is a great stand-up meeting report.
This page was built to a range of important metrics and details about the agents performance. At the top left we have added tracking cards for:
In the top right is a map showing the territory of the agent based on their closed and active deals.
At the bottom we see the monthly trend for deal counts and deal totals across each type of deal, Buyer, Landlord, Listing, and Rental.
Page 4 of the Power BI real estate broker dashboard is a report that dives into unraveling your marketing activities and tying those to specific financial outcomes.
It is very important to be able to know what activities your team is performing are actually contributing to net income for the team.
The top portion of the page splits the marketing activity into buyers and listings, letting you attribute the activities to each.
By clicking on a specific box you filter the commissions and deal volume for that category of marketing activity. This can also be further filtered to a specific agent.
Page 5 begins to dive into specific financials for the brokerage. Cash flow is critically important for most businesses, but especially for real estate.
This Power BI report page allows your team to see the anticipated cash flows based on the anticipated closing dates and closing dates of deals.
Again, this can be filtered to a specific agent to see their estimated future monthly payments.
Following the cash flow forecasting is an overview of expenses. Page 6 of the Power BI brokerage dashboard gives the totals and details of the expenses related to each deal.
This allows management to clearly see where money is flowing and which agents are tied to which.
The final page of the dashboard shows the company financials. In this case we have shown a simplified financial statement.
Typically each brokerage will want to configure these statements to fit their business, which is very easy to do.
