Weekly Agent Performance Dashboard Report
A done-for-you real estate automation built for the Brokerage Operations Manager, connecting Airtable and Google Sheets so the work below happens on its own.
What this automation does, step by step
A weekly automated report compiles each agent's pipeline activity, new leads, showings, closings, into a single dashboard delivered straight to the broker, removing the need for the brokerage operations manager to manually pull numbers from the CRM, the transaction platform, and a lead source tracker separately every Monday morning.
Agents whose activity is trending down show up clearly against the team average, letting a broker have a coaching conversation grounded in real numbers instead of a gut feeling, and the entire report that used to take half a day to assemble by hand now lands in an inbox before the office even opens.
- CRM (e.g., Follow Up Boss or LionDesk)
- Zapier or Make.com
- Google Sheets or Airtable (dashboard)
- Transaction management software (e.g., Dotloop or SkySlope)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a brokerage operations manager remembering to check in, update records, and follow up, with no safety net if something slips. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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