person_add
Add a Vendor
Register new seller
person_search
Add a Purchaser
Register buyer intent
price_check
Book Appraisal
Schedule a valuation
calendar_add_on
Book a Viewing
Arrange a property visit
assignment_ind
↑ 12%
Market Appraisals
24
check_circle
↑ 8%
Instructions Won
14
undo
↓ 2%
No. of Withdrawals
4
real_estate_agent
↑ 5%
Current Stock
12
handshake
↑ 10%
Agreed
18
cancel_presentation
↓ 5%
No. of Fall Throughs
3
emoji_events
↑ 15%
Exchanges
9
payments Invoicing (Mar 2026)
£7,500
Monthly completed invoicing
calendar_month Invoicing YTD
£19,200
Jan – Mar 2026 cumulative
track_changes Annual Invoicing Target
£120,000
YTD Progress16%
£19,200 of £120,000 · 3 months in
psychology Target Confidence
64%
trending_flat Medium
Run-rate £76.8K projected vs £120K target.
Instructions Won vs Lost
Trailing 6 Months Performance Overview
Won
Lost
Pipeline Conversion
Appraisal → Exchange funnel
Appraisals
24
100%
Instructions Won
14 (58%)
58%
Agreed
18 (75%)
75%
Exchanges
9 (50%)
50%
Target vs Actual
Mar 2026 performance
Market Appraisals
10 / 8 target
Instructions Won
3 / 5 target
1 / 2 max
Agreed
1 / 4 target
No. of Fall Throughs
3 / 4 max
Exchanges
5 / 4 target
Monthly Activity Trend
Appraisals · Instructions Won · Agreed — Trailing 6 months
Appraisals
Won
Offers
April 2026
MoTuWeThFrSaSu
Today's Agenda
checklist
To-Do Today
3
Chase Solicitor — 44 King St
Urgent
AML Check
close
Send MoS — 12b Crescent
Sales Progression
close
Call Mrs. Jenkins re: Offer
Follow-up
close