Agent Pipeline Dashboard

The Agent Pipeline Dashboard is a visual planning tool for keeping active client work in view. It combines a rolling 12-month focus with client rows that record estimated volume, target dates, source and under-contract status. The linked workbook contains one Dashboard sheet with input cells and formulas, so replace its example entries with your own information before relying on the view.

Philosophy and Methodology

A pipeline is a working picture of current commitments and likely next steps. Review it on a regular schedule and use the same definitions across the team. A rolling view keeps the planning horizon moving as dates or circumstances change.

Instructions

Start by identifying the cells intended for entry. In the workbook, the light-gray cells are inputs and the remaining cells calculate from those entries. Keep the source of each opportunity clear and avoid treating a blank row as a forecast.

Step One

Enter the active client or opportunity in the client column. Use a name when the relationship is the useful reference, or an address when the transaction itself is the clearer identifier.

Step Two

Set a rolling 12-month transaction goal that reflects the practice’s current plan. A rolling horizon allows the goal to be revisited as the year progresses.

Step Three

Enter the volume goal for the same rolling period. Keep units and volume distinct so each measure answers a different planning question.

Step Four

Record the private-client relationships or group context that matters to your practice. Use a consistent definition so the figure can be reviewed alongside the client rows.

Step Five

Complete each active row with estimated volume, a target date and the source of the relationship. If one person has separate buying and selling work, give each transaction its own row. Mark the under-contract field only when a signed agreement exists for that transaction.

Step Seven

Use the Dashboard as a recurring review surface. Compare the dates and commitments in the rows with your calendar and update the inputs when the situation changes.

RELL Pipeline Dashboard Excel File

Download the Agent Pipeline Dashboard workbook and enter your own goals, client rows, target dates, sources and contract status.

Important Reminder

A dashboard supports a conversation about priorities. It does not replace the underlying client record, signed agreement or current transaction information. Keep those records authoritative and let the dashboard point to the next review.

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