Generate Your Real Estate Agency Activity Dashboard
Generate a comprehensive and actionable dashboard for a real estate agency, tailored to [CITY] and [MANDATE_TYPE].
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a digital strategy consultant specializing in real estate. Your mission is to design the ideal activity dashboard for a real estate agency operating in [CITY] and specializing in [MANDATE_TYPE] (e.g., sales, rentals, property management). The agency handles an annual volume of [TRANSACTION_VOLUME] transactions and employs [NUMBER_OF_AGENTS] agents.
The dashboard should track the following key indicators:
- Sales Pipeline: number of signed mandates (exclusive/shared), number of properties in portfolio (for sale/rent), total stock value.
- Agent Performance: number of visits per agent, visit-to-offer conversion rate, average time to sell by property type.
- Prospecting and Acquisition: number of new mandates by source (open houses, word-of-mouth, online advertising, partners), cost per mandate.
- Lead Tracking: number of incoming leads (web, phone, in-person), response rate, callback time, appointment booking ratio.
- Sales Analysis: average sale price by property type (apartment, house, commercial property), difference from listing price, change compared to previous [MONTHS] months.
- Dynamic Dashboards: filters by period (daily, weekly, monthly), by agent, by geographic area.
Include automatic alerts in case of a significant drop in [ALERT_INDICATOR] (e.g., number of visits, conversion rate). The dashboard should be exportable to PDF and integrable into a CRM such as [CRM_NAME].
Output format: detailed description of data blocks, recommended charts (bar, line, funnel), and calculation logic for each indicator. Include examples of thresholds and benchmarks for [CITY].
Regulatory constraints: compliance with GDPR for personal data of clients and prospects. Anonymization of data in exports. Compliance with the Hoguet Law for real estate agents.
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Why this prompt works
<p>This prompt allows you to create a customized dashboard for a real estate agency by filling in the key variables: <strong>[CITY]</strong>, <strong>[MANDATE_TYPE]</strong>, <strong>[TRANSACTION_VOLUME]</strong>, <strong>[NUMBER_OF_AGENTS]</strong>, <strong>[MONTHS]</strong>, <strong>[ALERT_INDICATOR]</strong>, and <strong>[CRM_NAME]</strong>. These variables should be replaced with the agency's actual data to obtain a personalized result.</p><p>Use this prompt with an AI model like GPT-4 or Claude. The output will be a detailed specification including indicators, charts, and calculation logic. You can then use these specifications to develop the dashboard in a tool like Power BI, Tableau, or a custom CRM.</p><p>For optimal results, specify realistic values for the variables, for example: <strong>[CITY]</strong> = Marseille, <strong>[MANDATE_TYPE]</strong> = high-end apartment sales. The prompt is designed to be reusable: simply modify the variables for each new agency.</p>
Use Cases
Expected Output
A structured document describing indicators (KPIs), charts (bar, line, funnel), and calculation rules for each metric, with alerts and time filters.
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- LéaAI
Pour chaque indicateur, faites préciser la source de données dans le CRM et sa fréquence de rafraîchissement : sinon le tableau de bord reste théorique. Ajoutez deux KPI souvent absents : taux de mandats exclusifs et délai premier contact → premier rendez-vous. Exprimez les alertes en % de variation sur 4 semaines glissantes, pas en valeur absolue (saisonnalité).
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