Tools and Downloads

Our Personal Excel Dashboard was designed to keep agents on track.  In a business which is often run by the tyranny of the urgent, the important can fall through the cracks.  The Personal Excel Dashboard is vital visual tool to make the complex simple and the important top of mind.  This tool serves as a visual reminder of the most important things to keep in front of you to hit your goals.  We recommend updating it weekly, printing it and posting it where you can see it.


Philosophy and Methodology

We are really intentional in our own lives and encourage our clients to live in the same.  With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error.  Everything we do has a reason behind it.

This tool is designed to keep you on track to hit your goals.  It is designed to look at your next rolling 12 months.  We have found if you want to do 20 transactions (or 10 million in volume) over the next 12 months, you need to have 20 A and B Clients in your pipeline at any given time.  Half of those need to be under contract.  If either of those are off, you will be off target.  This allows for natural fall out due to a portion of your clients who will have changes in life circumstances.

This is a more complex dashboard than our Pipeline Dashboard for the overachievers.  Not complex enough?  We have a number of others that have been tailored either our clients or ourselves.

Personal Excel Dashboard


Step One

If you haven’t already, download the B&P Font Files and install them on your computer(s).  Since this is an active Excel file (which can be converted to Google Sheets or Apple’s Numbers but we don’t recommend that), you will need to have the fonts installed in order for everything to print properly.  We have included a PDF of the file so you can see how it is supposed to look when printed.

Step Two

The Personal Excel Dashboard is tab driven.  When you open up the file, the dashboard is in the first tab.  The second tab is your personal financials and are configured to work with a cut and paste out of Mint.  Mint is a great, free resource to consolidate all of your accounts in one place.  The trends tab is where you can export your financials to replace the dummy data in the file.  You should update these monthly.

Step Three

The second tab is Market conditions.  Feel free to replace the dummy data to fit the price ranges in your market you want to track.  These exports come from your MLS and can be done monthly.

Step Four

Back on the Personal Excel Dashboard, the top left is KPI’s.  A KPI is a Key Performance Indicator.  Pick a handful of ones that you want to track.  We have some dummy data in there as an example.

Next to the KPI’s are health goals.  Eventually your health will limit your capabilities so it is important to keep this top of mind.  Feel free to change any of these markers with the current on the left and the goals on the right.

Moving to the right, Relational is up.  Change this to what is important to you and those most important to you.

The Top 3 is next.  It is the top 3 things you want to accomplish this week.

Directly to the right is the Pipeline sheet.  Here are the detailed instructions on how to use this.

Step Five

Below KPI’s is your Book of Business indicators.  Click here for a full overview of our PCG and B2B programs.  Again, on the Personal Excel Dashboard, current is on the left and your goal is on the right.

Next is your personal growth.  What is your book of the month?  Do you have a quote to help motivate you for the week?  What are you working on mastering?

Projects are in the next box.  These are you weekly to-do’s.

Below the Projects is your social media posts for the week.

Step Six

The balance of the sheet auto-populates all that data on the following tabs into an easy and simple visualization.

Step Seven

Download the zip file and start using the Personal Excel Dashboard in your business.

Personal Excel Dashboard

Do you want a personal dashboard just for you?

As always, we are here to help.  If you have any questions please feel free to contact us anytime.

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