tableau
clear dashboards to see what is happening across your real estate business clear dashboards to see what is happening across your real estate business
view enquiries by project
check campaign performance
see sales progress clearly
track pending customer requests
review trends in one dashboard
how teams use it
compare enquiries by campaign and project
see which lead sources convert better
track interest by location or property type
tableau is used to turn salesforce and business data into visual dashboards, reports, and insights that teams can understand and act on.
developers can use tableau to track project enquiries, lead sources, sales pipeline, inventory movement, broker performance, customer service trends, and leadership reporting.
brokerages can use tableau to review lead flow, agent performance, property interest, conversion rates, deal progress, and follow-up activity across teams.
a useful dashboard answers a real business question. it should show trusted numbers, clear ownership, the right filters, and enough context for the team to know what to do next.
data sources, field definitions, duplicate records, sales stages, lead sources, project names, ownership rules, and reporting logic should be clear before dashboards are built.
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