Builder Dashboard

Demo data

Business snapshot

New enquiries

52

Active prospects

61

Engagements

17

Contracts

6

Projects in Develop

11

Items needing attention

12

Conversion timing

average duration

Enquiry

Engagement

16 days

Engagement

Contract

34 days

Business performance

Enquiries, engagements and contracts over time

NovDecJanFebMarAprMayJunJulAugSepOct07142128
  • enquiries
  • engagements
  • contracts

Needs my attention

Priority items requiring action

Signed up 2 days ago via Instagram campaign. No advisor assigned yet — assign to keep momentum.

Unassigned Today New enquiry

Homeowner journey pipeline

Click a stage to see example homeowners in it

ExploreDiscoverPrepareConsultRecommendDecideDevelopContract06121824

Journey efficiency

Completed-stage duration vs elapsed time in active stages

Completed (avg) Active (elapsed)
ExploreDiscoverPrepareConsultRecommendDecideDevelopContract020406080
  • Completed (days)
  • Active elapsed (days)

Stages running longer than target· showing 3 of 8

  • Develop: 63d active elapsed vs 35d target (completed avg 41d, +28d)
  • Decide: 26d active elapsed vs 14d target (completed avg 14d, +12d)
  • Recommend: 22d active elapsed vs 12d target (completed avg 10d, +10d)

Marketing & referrals

Where homeowners find you — 228 enquiries, 38 contracts

Instagram

58

9 contracts · 16% conv.

Facebook

41

5 contracts · 12% conv.

Google

36

7 contracts · 19% conv.

Builder website

30

4 contracts · 13% conv.

Homeowner engagement

How homeowners are interacting with your experience

3120

Landing-page visits

214

Registrations

7% of visits

96

Returning homeowners

487

Design / project favourites

73

Questions / comments

Recent engagement

  • The Tanaka Family — Saved 3 home designs2h ago
  • Maria & Sam — Commented on a facade photo5h ago
  • Liam & Mei — Completed Preparation stepYesterday
  • The Hendersons — Returned to view project galleryYesterday
  • Grace & Pete — Asked a question about inclusions2d ago

Team & workload

Advisors

Priya Nair

Advisor

14

active prospects

Mark Tran

Advisor + Coordinator

9

active prospects

Sara Lee

Advisor

11

active prospects

Coordinators

Mark Tran

Coordinator + Advisor

5 projects

Olivia Park

Coordinator

7 projects

Upcoming meetings

  • The Tanaka Family · Discovery callToday, 2:00pm
  • The Hendersons · ConsultationTomorrow, 10:30am
  • The Okafor Family · Recommendation reviewWed, 3:00pm
  • Liam & Mei · Design consultationThu, 11:00am

Overdue responsibilities

  • Recommendation — The Hendersons · Priya Nair2d overdue
  • Engineering request — The Wilsons · Olivia Park1d overdue
  • Drawing revision — The Okafor Family · Mark Tran1d overdue

Figures are demonstration data only — no live builder records, campaigns or homeowner data are used.