Online tool · Free for basic use

Agent Productivity Dashboard

Do what you said you’d do, and see what it produces. The Agent Productivity Dashboard is an online tool that tracks the actions you’ve committed to and manages your business pipeline, so you always know what to do today and which of your efforts are paying off.

What it does

Your promises and your pipeline in one place

Most agents know what they should be doing. Few have a place that shows whether they’re doing it. The dashboard turns your lead generation plan into a daily action list, then tracks what it produces.

Plan

Choose your strategies

Pick the methods you’ll commit to from the 30 Real Estate Lead Generation Methods, or add your own. Start with three and build from there.

Commit

Tactics and action items

For each strategy, define who you’re targeting and exactly what you promise to do daily, weekly and monthly. Those promises become your action list.

Do

A daily dashboard

Open it each morning and see what you promised to do today. Check actions off as you go, or print a daily action worksheet.

Manage

Pipeline Manager

Every lead and transaction from first conversation to closing, along with the strategy it came from, plus a funnel you update as you go.

Measure

Scorecards and reports

A weekly summary and method tracker, a monthly scorecard, and reports that show which strategies are paying and how your funnel has moved over time.

Adjust

Review Guide

How to read your numbers, what the color signals mean, and what to do about them, with a review rhythm to keep you honest.

How it works

Set it up once, then work it daily

  1. Set your goals

    Enter your market and your annual income goal.

  2. Pick your strategies

    Choose the lead generation methods you’ll work consistently.

  3. Make your promises

    Define the daily, weekly and monthly actions for each one.

  4. Track and review

    Log your actions, move your pipeline, and review what’s working.

Plans

Free for basic use

Start free and use it as long as you like. Add AI when you want help with the work itself.

Basic

Basic Dashboard

Everything you need to track your business

The full action and pipeline tracker, free.

  • Strategies, tactics and action items
  • Daily dashboard and printable worksheet
  • Pipeline Manager and funnel
  • Weekly summary, monthly scorecard and reports
  • Review Guide

FreeBasic dashboard

Open the Dashboard
AI-enabled

Basic + AI

AI-Enabled Dashboard

Everything in Basic, plus built-in AI help

Ask for what you need on any of your strategies. The AI asks for the details, then writes it with you.

  • Everything in the Basic Dashboard
  • Get AI Help for each of your strategies
  • My AI Library: everything you save, in one place
  • Included free for Producer Playbook class participants

$11.99 a monthAI-enabled dashboard

Email Butch to add AI

Get more from it

A tool works better with a coach

The dashboard shows you what’s happening. Coaching helps you decide what to do about it.

Open the Dashboard More free resources

Hit a wall? Let’s Draw A Door.

Start with a free Clarity Consultation. We’ll look at what’s in your way and find your next step.