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Real Estate Portfolio (Dashboard 1)

Total Properties
2,145

12% from last month

Occupancy Rate
92.5%

0.5% from last month

Total Revenue (YTD)
$12.8M

15% from last year

Active Listings
350

8 new this week

Property Performance (Last 12 Months)

Chart: Revenue vs. Expenses per month

Recent Activity

  • New Listing: "Luxury Villa in Sunset Hills" 2 hours ago
  • Lease Signed: Apartment 301, City Towers yesterday
  • Maintenance Request: Leaky Faucet at 123 Oak St. 3 days ago
  • Price Reduction: Commercial Space, Downtown 4 days ago
  • New Inquiry: Regarding 456 Elm Avenue 1 week ago

Property Distribution by Type

Map/Chart: Distribution of properties (Residential, Commercial, Land, etc.)

Top Agents (Last 30 Days)

  • Agent Avatar

    Jane Doe

    5 Closings

    $1.2M
  • Agent Avatar

    John Smith

    4 Closings

    $980K
  • Agent Avatar

    Emily White

    3 Closings

    $750K

Real Estate Market Insights (Dashbaord 2)

Avg. Sale Price
$450,000

+3.2% (QoQ)

Avg. Days on Market
42

-5 Days (MoM)

New Listings (This Month)
1,876

+18% (MoM)

Average Sale Price Trend

Line Chart: Average Sale Price over time

Inventory vs. Buyer Demand

Bar Chart: Active Listings vs. Pending Sales

Property Type Market Share

Pie Chart: Residential, Commercial, Land, Multi-family breakdown

Regional Market Activity

Map/Heatmap: Market activity by sub-region

Market News & Alerts

  • ALERT: Interest rates projected to rise by 0.25% next quarter. Today
  • Article: "Suburban Housing Demand Continues to Surge" Yesterday
  • Insight: Commercial vacancies decreased by 1.2% in Q2. 2 days ago

Agent Performance & Leads (Dashboard 3)

Total Leads
875

18% new leads

Qualified Leads
320

5% increase

Closings This Period
48

+10% from target

Avg. Commission
$12,500

-0.8% from last month

Lead Source Breakdown

Pie Chart: Website, Referrals, Social Media, Open House, etc.

Lead Conversion Funnel

Funnel Chart: New Leads -> Contacted -> Qualified -> Showing -> Offer -> Closed

Individual Agent Performance

Agent Leads Assigned Qualified Leads Closings Revenue Conversion Rate
Jane Doe
Jane Doe
jane.doe@example.com
120 55 12 $1,200,000 10%
John Smith
John Smith
john.smith@example.com
105 48 9 $980,000 8.5%
Emily White
Emily White
emily.white@example.com
90 40 7 $750,000 7.8%

Upcoming Follow-ups & Tasks

  • Schedule showing for 'Luxury Loft' with Michael Brown

    Due: June 20, 2025 - Agent: Jane Doe

  • Call back Sarah Connor about 'Investment Property'

    Due: June 18, 2025 - Agent: John Smith

  • Send property brochure to David Lee (Commercial)

    Due: June 17, 2025 - Agent: Emily White


Dashboard 4

Total Properties Listed

2,500

Total Properties Sold

1,700

Pending Properties

800

Average Property Price

$1,250,000

Market Price Trends (Last 6 Months)

Chart Placeholder

Properties Sold vs Listings

Chart Placeholder

Top Agent Performance

Agent Name Total Sales ($) Properties Sold Performance Status
Jane Doe $3,500,000 40 Excellent
John Smith $2,750,000 30 Good
Sarah Lee $1,800,000 25 Needs Improvement

Property Listings

Property Name Location Price ($) Status Agent
Luxury Villa Miami, FL $5,000,000 Available Jane Doe
Downtown Penthouse New York, NY $3,200,000 Sold John Smith
Seaside Condo California $2,000,000 Pending Sarah Lee

Dashboard 5

Total Properties

1,248

12.5% from last month

Avg. Price

$425k

5.3% from last month

Sold This Month

84

2.1% from last month

Avg. Days on Market

27

8.7% from last month

Market Price Trends

Price trends chart

Inventory by Type

Inventory distribution chart

Recent Activity

New listing added

4-bedroom villa in Beverly Hills listed for $2.4M

2 hours ago

Property sold

Downtown condo sold for $875k (5% over asking)

5 hours ago

Open house scheduled

Saturday 2-4pm for the property on 123 Main St

Yesterday

Property
Featured
24 Photos

Luxury Waterfront Villa

123 Coastal Drive, Malibu, CA

$3,250,000 $1,250/sqft
5 Beds 4.5 Baths 2,600 sqft 2 Garages
Listed 3 days ago
Property

Modern Downtown Condo

456 Urban Ave, Los Angeles, CA

$875,000 $950/sqft
2 Beds 2 Baths 920 sqft
Listed 2 weeks ago
Property
Price Reduced

Suburban Family Home

789 Oak Street, Pasadena, CA

$1,250,000 $625/sqft
4 Beds 3 Baths 2,000 sqft 2 Garages Pool
Listed 1 month ago

Top Performer

#1

Sarah Johnson

4.9 (128 reviews)
$12.4M Volume
18 Deals

Most Listings

24 Active

Michael Chen

4.7 (94 reviews)
$8.2M Volume
12 Deals

Fastest Closer

14 Days Avg.

David Wilson

4.8 (87 reviews)
$9.7M Volume
15 Deals

Agent Performance

Agent Listings Volume Deals Avg. Days Rating Actions
Sarah Johnson
sarah@example.com
18
5 new
$12.4M
+24%
8
3 pending
22
-5 days
4.9 (128)
Michael Chen
michael@example.com
24
3 new
$8.2M
+12%
6
2 pending
31
+2 days
4.7 (94)
David Wilson
david@example.com
15
2 new
$9.7M
+18%
7
1 pending
14
-8 days
4.8 (87)
Robert Garcia
robert@example.com
12
1 new
$6.5M
+5%
5
1 pending
28
-1 day
4.6 (76)
Lisa Thompson
lisa@example.com
9
0 new
$4.8M
-3%
4
0 pending
37
+9 days
4.5 (62)

Dashboard 6

Property Portfolio

Manage your real estate assets and track performance

Property
For Sale

Luxury Villa

Malibu, CA

$3.25M $1,250/sqft
5 Beds 4.5 Baths 2,600 sqft
3 days ago
Property
For Rent

Modern Townhouse

Santa Monica, CA

$4,500/mo $2.25/sqft
3 Beds 2.5 Baths 2,000 sqft
1 week ago
Property
For Sale

Suburban Home

Pasadena, CA

$1.15M $575/sqft
4 Beds 3 Baths 2,000 sqft 0.5 acre
2 weeks ago
Property
For Rent

Urban Loft

Downtown LA, CA

$3,200/mo $3.20/sqft
1 Bed 1 Bath 1,000 sqft
3 weeks ago
Property
For Sale

Luxury Penthouse

Beverly Hills, CA

$5.75M $1,438/sqft
4 Beds 4.5 Baths 4,000 sqft 2 Garages
1 month ago

Add New Property

Click to list a new property

Showing 1 to 5 of 24 properties

Property Status Price Size Listed Actions
Luxury Villa
Malibu, CA
For Sale
$3,250,000
$1,250/sqft
5 Beds, 4.5 Baths
2,600 sqft
3 days ago
12 views
Modern Townhouse
Santa Monica, CA
For Rent
$4,500/mo
$2.25/sqft
3 Beds, 2.5 Baths
2,000 sqft
1 week ago
8 views
Suburban Home
Pasadena, CA
For Sale
$1,150,000
$575/sqft
4 Beds, 3 Baths
2,000 sqft
2 weeks ago
15 views
Urban Loft
Downtown LA, CA
For Rent
$3,200/mo
$3.20/sqft
1 Bed, 1 Bath
1,000 sqft
3 weeks ago
5 views
Luxury Penthouse
Beverly Hills, CA
For Sale
$5,750,000
$1,438/sqft
4 Beds, 4.5 Baths
4,000 sqft
1 month ago
22 views

Interactive property map would be displayed here

Market Insights

Price Trends

5.3%

Price trend chart

Median home prices increased by 5.3% in your market over the last 6 months.

Inventory Levels

12.1%

Inventory chart

Active listings decreased by 12.1% compared to last quarter, indicating a seller's market.

Days on Market

8.7%

DOM chart

Average days on market decreased by 8.7%, with properties selling faster than last year.


Dashboard 7

Luxury Properties

Premium real estate portfolio management

Total Properties

48

Portfolio Value

$187M

Sold This Year

12

Avg. Commission

4.2%

Featured Properties

Property
Featured
$8,750,000

Modern Mansion

Beverly Hills, CA

6 Beds 7 Baths 9,500 sqft
Listed 5 days ago
Property
Just Listed
$12,500,000

Oceanfront Villa

Malibu, CA

5 Beds 6.5 Baths 7,200 sqft Oceanfront
Listed 1 day ago
Property
Price Reduced
$6,250,000

Hillside Estate

Hollywood Hills, CA

4 Beds 5 Baths 5,800 sqft Infinity Pool
Listed 3 weeks ago

Recent Activity

Property sold

2 hours ago

Modern Mansion in Beverly Hills sold for $8.2M (3% over asking)

Sarah Johnson (Agent) Confidential Buyer

New listing added

5 hours ago

Oceanfront Villa in Malibu listed for $12.5M

Michael Chen (Listing Agent) Confidential Seller

Open house scheduled

Yesterday

Saturday 1-4pm for the Hillside Estate in Hollywood Hills

David Wilson (Host) 123 Sunset Blvd

Price adjustment

2 days ago

Hillside Estate price reduced from $6.75M to $6.25M

Lisa Thompson (Agent) 7.4% reduction

Performance Overview

Sales performance chart

Top Agents

Sarah Johnson

$24.8M

8 deals closed

4.9

Michael Chen

$18.3M

6 deals closed

4.7

David Wilson

$15.6M

5 deals closed

4.8

Robert Garcia

$12.1M

4 deals closed

4.6

Market Comparison

Metric Your Portfolio Market Average Difference
Avg. Days on Market 42 days 58 days -27.6%
Price per SqFt $1,420 $1,210 +17.4%
Sale to List Ratio 101.3% 98.7% +2.6%
Avg. Commission Rate 4.2% 4.8% -12.5%

Inventory by Type

Inventory distribution chart

Inventory by Location

Location distribution chart

Client Portfolio

Client Status Budget Preferences Last Contact
Sophia Williams
sophia@example.com
Active Buyer $5M - $7M Modern, Ocean View, 4+ Beds 2 days ago
James Rodriguez
james@example.com
Potential Seller $10M+ (Current Home) Bel Air Estate 1 week ago
Michael Chen
michael@example.com
Investor $15M - $25M Multi-family, Commercial 3 weeks ago
Emma Johnson
emma@example.com
Past Client Purchased $8.2M Modern, Security, Views 2 months ago

Showing 1 to 4 of 24 clients

Client Details

Sophia Williams

Tech Executive

Active Buyer

Contact Info

sophia@example.com
(310) 555-1234
Santa Monica, CA

Purchase Criteria

Budget: $5M - $7M
Property Type: Single Family
Bedrooms: 4+
Must Haves: Ocean View, Modern

Activity

Last Contact: 2 days ago
Properties Viewed: 8
Offers Made: 1

Client Activity Timeline

Property Viewing Scheduled

Today

Modern Mansion in Beverly Hills scheduled for viewing on Saturday at 2pm

Sarah Johnson (Agent)

Email Correspondence

2 days ago

Discussed preferences and sent 3 new property matches

Attached 3 listings

Initial Consultation

1 week ago

Met with client to discuss needs, preferences, and timeline

45 minute meeting

Client Added

2 weeks ago

Referred by Emma Johnson (past client)

High Priority Client

Luxury Market Overview

Market trends chart

Key Market Stats

Median Sale Price

6.2%
$4.8M

Up from $4.52M last year

Price per SqFt

4.7%
$1,210

Up from $1,156 last year

Days on Market

18.3%
58

Down from 71 last year

Sale to List Ratio

2.1%
98.7%

Up from 96.6% last year

Inventory

12.5%
142

Down from 162 last year

Recent Luxury Sales

Property Location Sale Price Price/SqFt DOM Sale Date
Modern Architectural
5 Beds, 6.5 Baths, 7,200 sqft
Beverly Hills
90210
$12,750,000
101.3% of list
$1,771 42 May 15, 2023
Oceanfront Estate
6 Beds, 8 Baths, 9,500 sqft
Malibu
90265
$24,500,000
98.2% of list
$2,579 67 May 10, 2023
Gated Traditional
7 Beds, 9 Baths, 12,300 sqft
Bel Air
90077
$18,250,000
100.5% of list
$1,484 35 May 5, 2023
Contemporary Villa
5 Beds, 6 Baths, 6,800 sqft
Hollywood Hills
90068
$9,875,000
97.8% of list
$1,452 58 April 28, 2023
Report

Q1 2023 Luxury Market Report

Analysis of luxury real estate trends in Los Angeles for the first quarter of 2023.

Published: April 15, 2023
Report

Beverly Hills Market Update

Current inventory, pricing trends, and sales activity in Beverly Hills.

Published: May 1, 2023