Good morning, Ashley

Here's your business snapshot for today.

▲ 12.4%

$2.1M

Revenue (YTD)

▲ 8.2%

23

Closed Deals (YTD)

▲ 24.1%

47

Active Leads

▼ 3.1%

11

Avg Days to Close

Revenue Overview

Lead Pipeline

New Inquiries

Last 7 days
18

Qualified

Ready for consultation
12

Under Contract

Active negotiations
8

Closing

In escrow
5

AI Insights

BETA

Lead Scoring

Marcus Thompson has a 94% likelihood to convert. He viewed 12 listings this week.

View Lead →

Market Alert

Forest Acres median price crossed $345K — up 4.2% in 30 days.

Notify Sellers →

Follow-Up

Sarah Chen hasn't been contacted in 8 days. Market update email recommended.

Draft Email →

Recent Activity

128 Pinewood Dr closed at $342,000CLOSED

2 hours ago

New lead: Jennifer Williams from contact formNEW LEAD

4 hours ago

AI generated CMA report for 456 Oak Lane, IrmoAI

6 hours ago

Showing: Marcus Thompson viewing 3 properties in Lexington

Yesterday

Email campaign "Spring Market Update" sent to 234 contacts (42% open rate)

Yesterday

Active Transactions

PropertyClientTypePriceStatusProgress
742 Elm Street
Columbia, SC		David & Rachel P.Sale$425,000Closing90%
128 Pinewood Dr
Lexington, SC		Marcus ThompsonPurchase$342,000Closed100%
456 Oak Lane
Irmo, SC		Sarah ChenSale$289,000Under Contract60%

Client Portal Activity

MT

Marcus Thompson

Viewed 12 listings today
Active Now
SC

Sarah Chen

Uploaded pre-approval letter
2h ago
DP

David & Rachel P.

Signed closing documents
Yesterday
JW

Jennifer Williams

Scheduled consultation
2 days ago

Upcoming Schedule

Virtual Tour — 742 Elm St

Today, 2:00 PM

Closing — 128 Pinewood Dr

Tomorrow, 10:00 AM

Showing — 3 properties, Lexington

Thursday, 1:00 PM

Consultation — Jennifer Williams

Friday, 3:00 PM

Analytics

Performance metrics and market insights.

▲ 12.4%

$2.1M

Total Revenue

▲ 1.2%

3.1%

Avg Commission Rate

▲ 15.8%

$312K

Avg Sale Price

▲ 6.3%

34%

Conversion Rate

Monthly Revenue vs Deals

JanFebMarAprMayJunJulAugSepOctNovDec

Revenue by Type

Residential Sales

14 transactions
$1.37M

Buyer Representation

6 transactions
$412K

Commercial

2 transactions
$245K

Investment Properties

1 transaction
$76K

Market Comparison — Columbia Metro

NeighborhoodMedian Price30-Day ChangeAvg DOMYour DealsMarket Share
Forest Acres$345,000▲ 4.2%14 days612%
Shandon$410,000▲ 2.8%18 days48%
Lexington$285,000▲ 5.1%12 days56%
Irmo$265,000▼ 1.3%22 days35%
Lake Murray$520,000▲ 3.6%28 days34%
Chapin$475,000▲ 6.1%16 days23%

Notifications

12 unread notifications.

128 Pinewood Dr has officially closed! Commission: $10,260

2 hours ago

New lead: Jennifer Williams submitted contact form — interested in buying in Forest Acres

4 hours ago

AI Alert: Marcus Thompson's search activity spiked 300% this week — recommend immediate follow-up

5 hours ago

Market Alert: Forest Acres median price hit $345K (+4.2%). Your 3 sellers in this area should be notified.

6 hours ago

David & Rachel P. signed closing documents for 742 Elm Street

Yesterday

AI CMA report generated for 456 Oak Lane, Irmo — estimated value: $285K-$295K

Yesterday

Email campaign "Spring Market Update" — 42% open rate, 12% click rate, 3 new replies

Yesterday

Reminder: 3 showings scheduled for Marcus Thompson tomorrow at 1:00 PM

2 days ago

Leads

47 active leads in your pipeline.

MT

Marcus Thompson

Website — Lexington Search

(803) 555-0142
marcus.t@email.com
Looking in Lexington, $280K-$350K
94%
HOT
JW

Jennifer Williams

Contact Form — Forest Acres

(803) 555-0198
j.williams@email.com
Buying in Forest Acres, $350K-$400K
72%
NEW
RK

Robert Kim

Zillow — Lake Murray

(803) 555-0267
r.kim@email.com
Investment, Lake Murray, $400K-$550K
81%
QUALIFIED
AL

Amanda Lewis

Referral — Past Client

(803) 555-0334
a.lewis@email.com
Selling in Shandon, $380K+
88%
HOT
TN

Tyler Nguyen

Open House — Elm St

(803) 555-0411
tyler.n@email.com
First-time buyer, Irmo, $220K-$280K
55%
NURTURING
DP

Diana Patel

Instagram Ad

(803) 555-0528
d.patel@email.com
Relocating to Columbia, $300K-$450K
67%
NEW

Clients

Active and past client directory.

ClientTypePropertyStatusLast ContactLifetime Value
DP
David & Rachel P.
(803) 555-0178
Seller742 Elm St, ColumbiaActiveToday$425,000
MT
Marcus Thompson
(803) 555-0142
Buyer128 Pinewood DrClosed2 hours ago$342,000
SC
Sarah Chen
(803) 555-0256
Seller456 Oak Lane, IrmoUnder Contract8 days ago$289,000
KL
Kevin Lawson
(803) 555-0389
Investor1200 Lake Murray BlvdInspection3 days ago$515,000
JW
Jennifer Williams
(803) 555-0198
Buyer89 Forest DrOffer SentToday$378,000
LM
Lisa Morgan
(803) 555-0467
BuyerShandon (searching)Prospecting1 week ago—

Transactions

5 active transactions, 23 closed YTD.

PropertyClientTypePriceStatusProgressClose Date
742 Elm Street
Columbia, SC 29205		David & Rachel P.Sale$425,000Closing90%Apr 8
128 Pinewood Dr
Lexington, SC 29072		Marcus ThompsonPurchase$342,000Closed100%Apr 2
456 Oak Lane
Irmo, SC 29063		Sarah ChenSale$289,000Under Contract60%Apr 22
1200 Lake Murray Blvd
Chapin, SC 29036		Kevin LawsonInvestment$515,000Inspection40%May 1
89 Forest Dr
Forest Acres, SC 29206		Jennifer WilliamsPurchase$378,000Offer Sent30%May 15

Listings

Your active and recent property listings.

ACTIVE

742 Elm Street

Columbia, SC 29205

4 bd 3 ba 2,850 sqft

$425,000

SOLD

128 Pinewood Drive

Lexington, SC 29072

3 bd 2 ba 1,920 sqft

$342,000

PENDING

456 Oak Lane

Irmo, SC 29063

3 bd 2.5 ba 2,100 sqft

$289,000

PENDING

1200 Lake Murray Blvd

Chapin, SC 29036

5 bd 4 ba 3,600 sqft

$515,000

ACTIVE

89 Forest Drive

Forest Acres, SC 29206

4 bd 3.5 ba 2,650 sqft

$378,000

ACTIVE

315 Magnolia Way

Shandon, SC 29205

3 bd 2 ba 1,780 sqft

$395,000

AI Assistant

Your personal real estate intelligence engine.

Ashley AIGood morning, Ashley! I'm your real estate AI assistant. I can help you draft emails, analyze market data, score leads, generate CMA reports, or write listing descriptions. What would you like to work on today?

CMA Generator

AI-powered Comparative Market Analysis reports.

Property Information

AI Comparative Market Analysis

Based on recent comparable sales within 0.5 miles, adjusted for condition and features.

$415,000

Suggested List Price

$398K-$432K

Price Range

14 days

Est. Days on Market

Comparable Sales

718 Elm Street — 4 bd / 3 ba / 2,720 sqft
0.2 mi away • Sold 14 days ago
$408,000
801 Maple Dr — 4 bd / 2.5 ba / 2,950 sqft
0.3 mi away • Sold 22 days ago
$425,000
560 Pine Ct — 3 bd / 3 ba / 2,600 sqft
0.4 mi away • Sold 31 days ago
$389,000

Email Campaigns

Track and manage your email marketing.

1,247

Total Subscribers

42%

Avg Open Rate

12%

Avg Click Rate

Spring Market Update 2026

SENT
Sent to 234 contactsOpen Rate: 42%Clicks: 28Replies: 3

New Listing: 742 Elm Street

SENT
Sent to 189 contactsOpen Rate: 56%Clicks: 42Replies: 8

Monthly Newsletter — March

SENT
Sent to 1,102 contactsOpen Rate: 38%Clicks: 96Replies: 11

Forest Acres Price Alert

DRAFT
Target: 47 contactsOpen Rate: —Clicks: —Replies: —

Calendar

April 2026

This Week

Virtual Tour — 742 Elm St

Today, 2:00 PM • David & Rachel P.

Closing — 128 Pinewood Dr

Tomorrow, 10:00 AM • Marcus Thompson

3 Showings — Lexington

Thursday, 1:00 PM • Marcus Thompson

Consultation — Jennifer Williams

Friday, 3:00 PM • Forest Acres

Coming Up

Inspection — 1200 Lake Murray Blvd

Apr 7, 9:00 AM • Kevin Lawson

Closing — 742 Elm Street

Apr 8, 2:00 PM • David & Rachel P.

Open House — 315 Magnolia Way

Apr 12, 12:00 PM • Public

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