Realtor Prospecting Activity Tracker (Download to Use)

	B	C	D	E	F	G	H	I	J	K	L	M	N
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5	Key Performance Indicators (KPI's)
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7	Cumulative YTD Totals for Each Metric
8	Cumulative YTD totals for Outbound Calls	33
9	Cumulative YTD totals for Live Connections	14
10	Cumulative YTD totals for Listing Presentations Booked	4
11	Cumulative YTD totals for Buyer Meetings Booked	3
12	Cumulative YTD totals for New Listings Signed	2
13	Cumulative YTD totals for New Buyers Signed	2
14	Cumulative YTD totals for Referral Requests Made	5
15	Cumulative YTD totals for Referrals Recieved	2
16	Cumulative YTD totals for Listing Deals Closed	1
17	Cumulative YTD totals for Buyer Deals Closed	1
18	Cumulative YTD totals for Listing Commissions Earned	$15,000
19	Cumulative YTD totals for Buyer Commissions Earned	$12,000
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22	Monthly Conversion Rate	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
23	Outbound Calls vs. Live Connections	42%
24	Listing Presentations Booked vs. New Listing Signed	50%
25	Referral Requests Made vs. Referrals Received	40%
26	New Listings Signed vs. Listing Deals Closed	50%
27	New Buyers Signed vs Buyer Deals Closed	50%
28	Average Commissions Per Listing Deal	$15,000
29	Average Commissions Per Buyer Deal	$12,000
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32	Cumulative Year-to-Date Conversion Rate
33	Outbound Calls vs. Live Connections	42%
34	Listing Presentations Booked vs. New Listing Signed	50%
35	Referral Requests Made vs. Referrals Received	40%
36	New Listings Signed vs. Listing Deals Closed	50%
37	New Buyers Signed vs Buyer Deals Closed	50%
38	Average Commissions Per Listing Deal	$15,000
39	Average Commissions Per Buyer Deal	$12,000
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42	Highest Performing Prospecting Days For Each Month	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
43	Highest Performing Day for Outbound Calls	1/1/2024
44	Highest Performing Day for Live Connections	1/1/2024
45	Highest Performing Day for Listing Presentations Booked	1/1/2024
46	Highest Performing Day for Buyer Meetings Booked	1/1/2024
47	Highest Performing Day for New Listings Signed	1/1/2024
48	Highest Performing Day for New Buyers Signed	1/1/2024
49	Highest Performing Day for Referral Requests Made	1/1/2024
50	Highest Performing Day for Referrals Recieved	1/1/2024
51	Highest Performing Day for Listing Deals Closed	1/1/2024
52	Highest Performing Day for Buyer Deals Closed	1/1/2024
53	Highest Performing Day for Listing Commissions Earned	1/1/2024
54	Highest Performing Day for Buyer Commissions Earned	1/1/2024
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57	Month to Month Comparables (Green = Growth, Red = Negative Growth)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
58	Total Prospecting Days Each Month	1	0	0	0	0	0	0	0	0	0	0	0
59	Outbound Calls		-33	0	0	0	0	0	0	0	0	0	0
60	Live Connections		-14	0	0	0	0	0	0	0	0	0	0
61	Listing Presentations Booked		-4	0	0	0	0	0	0	0	0	0	0
62	Buyer Meetings Booked		-3	0	0	0	0	0	0	0	0	0	0
63	New Listings Signed		-2	0	0	0	0	0	0	0	0	0	0
64	New Buyers Signed		-2	0	0	0	0	0	0	0	0	0	0
65	Referral Requests Made		-5	0	0	0	0	0	0	0	0	0	0
66	Referrals Recieved		-2	0	0	0	0	0	0	0	0	0	0
67	Listing Deals Closed		-1	0	0	0	0	0	0	0	0	0	0
68	Buyer Deals Closed		-1	0	0	0	0	0	0	0	0	0	0
69	Listing Commissions Earned		-$15,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
70	Buyer Commissions Earned		-$12,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
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