This document describes a Power BI dashboard for real estate brokers. The dashboard contains 7 pages that provide key metrics and reports on brokerage performance, agent performance, active deals, marketing analysis, cash flow forecasting, expenses, and company financials. It allows brokers to easily view and filter data on business performance, agent activities, and financial details. The dashboard is designed to help brokers better understand and manage their business data.

1. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 1/21
View your brokerage data in a Power
View your brokerage data in a Power
BI report
BI report
Get this dashboard connected to your data
Get this dashboard connected to your data

2. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 2/21
Get a reporting that ties together your brokerage
Is your data spread across multiple systems?
Is it difficult to do clear reporting?
Power BI solves this issue for just $10 a month.
Open your browser and see detailed analytics on your
business
Our team has worked with Real Estate teams, and our brokerage dashboard
can serve as a starting point for your own reporting.

3. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 3/21
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:
Top line gross commission income for the company
Agent performance tracking and leader boards
Current active deals
Marketing analysis
Cash flow forecasting
Expense overview
Company financials
You can clearly see how the brokerage is performing

4. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 4/21
Page 1 of the Power BI real estate broker dashboard is a report on the overall
company performance.

5. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 5/21
This page is meant to provide a top level view of two important elements:
1. How is the brokerage and company doing? See the count of deals and
total deal sizes across the company.
2. How are the agents in the brokerage doing? See total deal counts and
deal sizes by agent.
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:
Total number of active deals

6. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 6/21
Current month deal totals (total deal sizes across the company)
Current year deal totals
Current month projected house net income
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.
Review all your active deals and see their progress

7. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 7/21
Page 2 of the Power BI real estate broker dashboard is a report on the
current active deals within the brokerage.

8. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 8/21
g
This page was built to provide the following specific details:
1. What are the current active deals across the brokerage and what are
their important details (deal size, net profit, status, anticipated closing
date, etc)?
2. What is the status of important checklist (compliance and document
requirements) for each active deal?
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.
Drill into each Agents performance

9. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 9/21
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.

10. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 10/21
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:
1. Active deal count
2. Total active deal price
3. Total active house net
4. Average closed deal price
5. Agent gross commission income
6. Total house net for the year
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.

11. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 11/21
You can review marketing expenses and see where the real ROI is
CONTACT US
HOME BUSINESS CENTRAL POWER BI DOCUSIGN

12. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 12/21
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.

13. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 13/21
Forecast when cash is coming in, and when it is going out.
Page 5 begins to dive into specific financials for the brokerage. Cash flow is
critically important for most businesses, but especially for real estate.

14. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 14/21
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.
Become an expert on your firms expenses

15. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 15/21
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.

16. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 16/21
This allows management to clearly see where money is flowing and which
agents are tied to which.
Company health and financials will never be in doubt

17. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 17/21
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.
Upgrade your reporting in just two weeks

18. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 18/21
‍
Get access to the dashboard here

19. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 19/21

20. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 20/21
Get a consultation with no hassle. Our
team is here to help.
Menu
Home
Dynamics Business
Central
Power BI
Contact Us
Dynamics Business Central
Manufacturing
Distribution
Service Management
Upgrade from NAV
QA Processes
Advanced Contracting
Additional
Machine Learning
RMA Processes
DocuSign Integration

21. 7/15/22, 5:06 PM Power BI Real Estate Broker Dashboard
https://www.ntribs.com/post/power-bi-real-estate-broker-dashboard 21/21