Property sales
10 cards on this board
4 × KPI1 × funnel1 × trend3 × table1 × distribution
Metrics on this board
Inquiries · Viewing show rate · Contracts signed · Contract value · Viewings held · Listing viewers
Real estate analytics Which inquiries become viewings, and which viewings sign?
The property template follows a buyer or renter from listing view to inquiry, booked viewing, completed viewing and signed contract. Projects and listings are properties; agents are groups; phone numbers are hashed.
- Project and listing as properties
- Agent as a group with a ranking
- Contracts and commission from your CRM
Inquiries
1,842
▲ 7.8%
Viewing show rate
61%
▲ 3.2 pts
Contracts signed
96
▲ 14.3%
Contract value
$24.6M
▲ 18.7%
Leads and signed contracts
InquiriesContracts signedJanMarMayJulSepNov
The problem
Three things a sales director cannot see today
Which listings earn calls, which viewings happen, and which agent closes.
Listings judged by views
Views say what the portal promoted. Inquiry rate per listing says what buyers wanted. lead_submit with listing_id separates them.
Watch: Inquiry rate
Viewings booked, not held
A viewing booked by phone and a viewing that happened are different events. visit_done from the agent app makes show rate real.
Watch: Viewing show rate
Agents measured by anecdote
Who converts viewings to contracts is a feeling until contract_signed is attached to group=agent.
Watch: Viewing-to-contract rate
Template metrics
Fourteen metrics from listing to contract
Discovery, lead, viewing, reservation, contract and cancellation. Names match the console after install.
| Metric | Definition | Format | Dashboards |
|---|---|---|---|
| Listing viewers | UNIQUES(listing_view) | Number | Property sales |
| Inquiries | UNIQUES(lead_submit) | Number | Property sales |
| Inquiry rate | UNIQUES(lead_submit) / UNIQUES(listing_view) * 100 | Percent | — |
| Viewings booked | UNIQUES(visit_booked) | Number | — |
| Viewings held | UNIQUES(visit_done) | Number | Property sales |
| Viewing show rate | UNIQUES(visit_done) / UNIQUES(visit_booked) * 100 | Percent | Property sales |
| Reservations | TOTALS(subscribe_unit) | Number | — |
| Contracts signed | TOTALS(contract_signed) | Number | Property sales |
| Contract value | PROPSUM(contract_signed.amount) | Currency | Property sales |
| Commission | PROPSUM(contract_signed.commission) | Currency | Property sales |
| Viewing-to-contract rate | UNIQUES(contract_signed) / UNIQUES(visit_done) * 100 | Percent | — |
| Average contract value | PROPSUM(contract_signed.amount) / TOTALS(contract_signed) | Currency | — |
| Cancellations | TOTALS(deal_cancelled) | Number | — |
| Cancellation rate | TOTALS(deal_cancelled) / TOTALS(subscribe_unit) * 100 | Percent | — |
Metric names and formulas come from the industry pack. TOTALS counts events, UNIQUES counts people, PROPSUM adds up a property. Every figure on this page is sample data.
Dashboards the template installs
Each dashboard is a set of cards: KPIs, funnels, trends, retention, distributions and breakdown tables. Edit, duplicate or share them after install.
One sales board
Property sales holds inquiries, viewing show rate, contracts and contract value as KPIs, the listing-to-contract funnel, trends, the channel inquiry table, the city distribution, the agent ranking and the contract value distribution.
Funnel
Listing view, inquiry, viewing booked, viewing held, contract
Five steps over 90 days, long enough for a property decision. The −46% badge marks the step losing the most prospects.
Listing-to-contract funnel
90-day windowListing view
2,400
Inquiry submitted
1,248
Viewing booked
674
Viewing held
508
Contract signed
312
Break down by project
project_id is on viewing and contract events. Compare projects on show rate and viewing-to-contract, not on portal views.
Break down by agent
group=agent attaches viewings and contracts to the agent. The ranking replaces the weekly phone round.
Reservation to contract
The reservation funnel runs subscribe_unit → contract_signed over 60 days, with cancellation rate beside it.
Also in the pack
- Reservation-to-contract funnelReservation → Contract signed · 60-day window
How teams use it
What developers and brokerages set up first
Listing demand, viewing show rate, agent performance and channel quality.
Use case 1
Rank listings by inquiries, not views
listing_view, listing_favorite and lead_submit carry listing_id. Inquiry rate per listing and per project shows demand; mortgage_calc use shows intent.
- Inquiry rate and favourites per listing
- Mortgage calculator use as an intent signal
- City distribution of inquiries
Listings by inquiry rate
Last 30 days| Listing | Views | Favourites | Inquiries | Rate |
|---|---|---|---|---|
| Harbor View · 2BR | 8,420 | 612 | 184 | 2.2% |
| Maple Court · 3BR | 4,210 | 498 | 226 | 5.4% |
| Downtown Loft · 1BR | 12,900 | 820 | 141 | 1.1% |
| Riverside Villas | 2,980 | 402 | 168 | 5.6% |
Use case 2
Make viewing show rate a weekly number
visit_booked from the site and visit_done from the agent app bracket the viewing. Show rate by project and by weekday shows where confirmations and directions need work.
- Viewing show rate by project and weekday
- Reminder invites through chat the day before
- Viewing-to-contract per project
Example scenario: Northgate booked plenty of viewings and held 41%. The on-site office was closed on Sundays, the day most viewings were booked for.
Viewing show rate by project
Last 30 days
Use case 3
Rank agents by signed contracts
Agents are groups. The ranking compares viewings held, contracts, contract value and commission, so coaching goes to the agent with many viewings and few contracts.
- Agent ranking: viewings, contracts, value, commission
- Cancellation rate per agent
- Export for the commission run
Agent ranking
Last 90 days| Agent | Viewings | Contracts | Rate | Value |
|---|---|---|---|---|
| Lin, Maple Court | 84 | 12 | 14% | $6.1M |
| Ortega, Harbor View | 126 | 9 | 7% | $4.8M |
| Dubois, Riverside | 61 | 11 | 18% | $7.2M |
| Park, Downtown | 142 | 6 | 4% | $2.9M |
Use case 4
Judge portals and ads by viewings held
The channel inquiry table joins click IDs and UTM to viewings and contracts. A portal that sends many inquiries and few viewings is priced wrong.
- Channel table: inquiries, viewings held, contracts
- Cost import for cost per viewing
- First-touch attribution on the profile
Inquiries vs viewings held by channel
Portal A produced 31% of inquiries and 30% of them turned into a held viewing.
Analytics × Chat
Answer the listing question while the buyer is still on it
A visitor has viewed the same 3BR listing three times this week and opened the mortgage calculator. The invite offers a viewing this weekend; the AI answers HOA, school and parking questions from the listing data.
- Invite on a third view of the same listing or calculator use
- Context: listing, favourites, calculator inputs, source
- Phone number captured in chat is hashed and becomes the lead
Example scenario: Chat-booked viewings showed at 76% versus 61% for form-booked ones; the buyer had already asked the questions that cause no-shows.
Visitor context
- Listing
- Maple Court · 3BR · 3rd view
- Calculator
- $480k · 20% down
- Favourites
- 2 in this project
- Source
- Google Ads · maple_court
- Visits
- 4 in 7 days
- /projects/maple-court
- /listings/mc-3br-12
- /mortgage-calculator
- /listings/mc-3br-12
yourproperty.com/listings/mc-3br-12
TC
Lin · Maple Court sales
Hi! Unit 12 is still available and we have viewings Saturday 11:00 and 14:30. HOA is $210 a month and includes two parking spots. Shall I reserve a slot?
Events
Ten events, five required
Browsing, inquiry and booking events from the site or mini-program; viewing completion, reservation, contract and cancellation from your CRM or agent app.
| Event | Name | When to send | Required properties | Source |
|---|---|---|---|---|
listing_viewRequired | Listing view | On a listing or unit page; listing_id. | listing_id | Web Mini-program App Server |
listing_favorite | Listing saved | When a listing is favourited; listing_id. | listing_id | Web Mini-program App Server |
lead_submitRequired | Inquiry submitted | When a phone or form inquiry is sent; phone stored as SHA-256 hash. | — | Web Mini-program App Server |
consult_start | Consult started | When an online consultation begins. | — | Web Mini-program App Server |
visit_bookedRequired | Viewing booked | When a viewing is scheduled; project_id. | project_id | Web Mini-program App Server |
visit_doneRequired | Viewing held | From the agent app or CRM when the viewing takes place; project_id. | project_id | Server App |
subscribe_unit | Reservation | From your CRM when a unit is reserved; deal_id and project_id. | deal_idproject_id | Server |
contract_signedRequired | Contract signed | From your CRM on signing; deal_id, project_id, amount and optional commission. | deal_idproject_idamount | Server |
deal_cancelled | Cancelled | From your CRM when a reservation or contract is cancelled; deal_id. | deal_id | Server |
mortgage_calc | Mortgage calculator | When the calculator is used; price and down payment optional. | — | Web Mini-program App Server |
Event names, required properties and sources come from the pack. Events marked Server must be sent from your backend; use insert_id to de-duplicate orders and invoices.
Scenarios
Two sales teams, two boards
Illustrative scenarios, not reviews.
The agent ranking ended the Monday phone round. Viewings held, contracts and value per agent, by project, before the meeting starts.
CL
C. L.
Sales director · residential developer
Portal A sent a third of our inquiries and a tenth of our viewings. We renegotiated the listing fee with the table on the screen.
MO
M. O.
Marketing manager · brokerage
Illustrative scenarios written from the user’s point of view. Not real reviews.
FAQ
Questions about this solution
Still have a question?
Chat with the team behind TapCub — we usually reply within a few hours on business days.
What does the real-estate template install?
Ten events, fourteen metrics including inquiry rate, viewing show rate, viewing-to-contract rate, average contract value, commission and cancellation rate, two funnels and the Property sales dashboard.
How are agents and projects separated?
Agent is a group: send group=agent:
How is the phone number stored?
As a SHA-256 hash that doubles as the login ID. CRM events with the same hash connect the portal click to the signed contract.
Does it work for rentals and resale?
Yes. Use contract_signed for a lease or a resale deal and leave subscribe_unit unused. Commission is an optional property on the contract.
Which events come from the CRM?
visit_done, subscribe_unit, contract_signed and deal_cancelled are marked Server. Send them from your CRM or the agent app.
Can I see demand by city?
The city distribution card on the sales board breaks inquiries down by the visitor’s city, useful for deciding where to open the next sales office.
Get started
Install the real-estate template
Paste the snippet on listing pages, send viewings and contracts from your CRM, and the sales board ranks projects, agents and channels by what actually signs.
- 10 events
- 14 metrics
- 2 funnels
- 1 dashboard
Free plan included. Mini-program SDK for the agent app.