Volume
Dashboard
Stage Movement
Monthly progression by stage
Sources
Lead source distribution
Quality
Qualification rate by source
Cadence
Lead arrivals by weekday
Market Focus
Property demand leaderboard
Agents
Top score momentum
Scope Snapshot
Team comparison
Listings
Live property inventory
Properties
Top listed properties
Communities
Top listed communities
Inventory
Property listings directory
| # | Reference | Unit | Property | Community | Type | Beds | Area (sqft) | Purpose | Status | Verified | TruCheck | Price | Agent | Updated |
|---|
Funnel
Conversion funnel
Stage drop-off as leads move toward Closed Won.
Pipeline
Stage distribution
Sources
Source effectiveness
| Source | Total | Qualified | Qual % | Hot % | Won | No Answer | Lost | CPQL |
|---|
Deals
Closed Won deals
| Lead ID | Date | Agent | Team | Source | Property |
|---|
Volume
Most leads assigned
Quality
Best score
People
Agent scorecard — top 12
| # | Agent | Team | Total | Score | Conv % | Hot % | Lost % | Grade |
|---|
Budget
Spend per agent — PF + Bayut proportional allocation
Each agent's share of PF and Bayut spend is proportional to how many PF/Bayut leads they handle. Daily cost = allocation ÷ days in the selected range.| Agent | PF leads | PF spend | Bayut leads | Bayut spend | Total spend | Daily cost | CPQL |
|---|
People · Portals · AI
Agent Performance
Benchmark · RAG
Portal performance
Headline portal metrics, Red/Amber/Green rated. Property Finder tiles are live from the SuperAgent feed; Bayut tiles and “calls made” show “Awaiting Data” until their source is connected.
Live listings — monthly trend
Avg listing price — monthly trend
% SuperAgents — monthly trend
Property Finder · Community Arena
Community Leaderboard
Where Savills ranks across Property Finder communities — top agent ranks, #1 positions, and strongest communities. Viewings & Offers are live from the CRM pipeline. Bayut TruBroker appears once Bayut is connected.
Top Agent Rankings
Where Savills Ranks #1
Top Communities
Teams
Team performance
Each team's agents, listings, leads, average Agent Score and SuperAgents. Click a team to see its agents below.
Teams by leads
Scorecard
Agents
| Agent | Team | SuperAgent | PF Live Listings | Verified Listings | Bayut Live Listings | TruCheck Listings | Listing Quality | Agent Score |
|---|
Demand
Leads by listing
| Agent | Listing Ref | Portal | Community | Property Type | Price/Rent | Leads | Lead Source | Status |
|---|
Ranking
Community rank
| Agent | Portal | Community | Rank | Previous Rank | Movement | Transactions | Score |
|---|
Agents
Agent lead volume
Trend
Monthly temperature breakdown
Matrix
Agent × stage breakdown
Movement
Top transfer routes
Receivers
Downstream distribution
Routes
Transfer detail
Click a row to drill into the individual leads on that route.
| From | To | Transferred | % of total | Lost after transfer |
|---|
Sources
Hot rate by source
Share of leads reaching Viewing+ / Offer / Won per source. Sources with 5+ leads.
Geography
Community volume
People
Agent scorecard — top 20
| # | Agent | Team | Total | Score | Conv % | Hot % | No answer % | Lost % | Grade |
|---|
Campaign performance report
All metrics per campaign · Meta API + CRM cross-match
Rows sorted Active first, then by spend. CPL = spend ÷ results (Meta's figure). Results uses a single authoritative action type per campaign (priority:onsite_conversion.lead_grouped, then offsite_conversion.fb_pixel_lead) so leads aren't double-counted.
| # | Campaign | Status | Spend | Impressions | Clicks | CTR | Results | CPL | CPM | CRM leads | CRM qual. | CPQL | Conv. rate |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Summary
Performance report
Connect Meta Ads to generate the performance report.
CRM
CRM campaign performance
CRM
Source conversion
Meta campaigns · raw
Raw paid media data
| # | Campaign | Spend | Impressions | Clicks | Reach | CTR | CPC | Leads | CPL |
|---|
Connections
Data sources
Audit
Branch report comparison
Compare the saved branch exports against the dashboard snapshot using the same branch and report date window.
Open this tab as super admin to load the branch comparisons.
Owner only
Create dashboard from frontend
Only Owner can create dashboards, control sources, and manage frontend visibility.
Owner only
Existing dashboards
Owner only
Create user
Create dashboard admins, managers, and agents from the frontend.
Owner only
Existing users
Settings
Control portal copy, default page sizing, and which major sections stay visible.
Administration
Audit log
Every sign-in and admin change — who did what, when, and from where. Append-only.
| Time | User | Action | Target | Details | IP |
|---|---|---|---|---|---|
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Administration
Health & alerts
Live status of every data feed. Meta Ads is actively checked because its token expires silently.
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Administration
Users
Everyone who can sign in. Search, filter, and manage roles, passwords and access.
| User | Role | Team / Scope | Status | Last login | Actions |
|---|---|---|---|---|---|
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Administration
Security
Password rules, automatic sign-out, and failed-login lockout. Defaults match current behaviour.