Analytics Dashboard
The Analytics Dashboard gives you visibility into your deal-making activity. Track how many properties you're analyzing, your offer rate, win rate, and identify trends over time.
Dashboard Overview
The Analytics page shows:
- Conversion Funnel - Deals at each stage
- Key Stats - Offers, wins, losses
- Strategy Breakdown - Deals by calculator type
- Quality Distribution - Deal ratings breakdown
- Activity Chart - Deal flow over time
- Goal Progress - Monthly targets (Pro)
Conversion Funnel
See how deals flow through your pipeline:
Example: Of 100 deals analyzed, 30 received offers (30%), 10 went under contract (33% of offers), and 5 were purchased (50% of contracts).
Funnel Metrics
| Metric | Formula | What It Tells You |
|---|---|---|
| Offer Rate | Offers ÷ Analyzed | How selective are you? |
| Conversion Rate | Contracts ÷ Offers | Offer competitiveness |
| Win Rate | Purchased ÷ Contracts | Closing success |
| Overall Conversion | Purchased ÷ Analyzed | Total efficiency |
Healthy Benchmarks
- Offer Rate: 20-40% (analyzing 3-5 deals per offer)
- Win Rate: 30-50% of offers
- Overall: 5-15% analyzed to purchased
Low numbers aren't bad—they show discipline. Track trends, not absolutes.
Key Stats
Quick-glance metrics:
| Stat | Description |
|---|---|
| Deals Analyzed | Total deals in system |
| Offers Made | Deals with "Offer Made" status or beyond |
| Deals Won | Successfully purchased |
| Deals Lost | Marked as lost at any stage |
| Win Rate | Purchased ÷ (Purchased + Lost) |
Strategy Breakdown
See how your deals distribute across strategies:
- 🔵 BRRRR: Value-add with refinance
- 🟢 Turnkey: Buy-and-hold rentals
- 🟡 Flip: Fix and sell
- 🟣 STR: Short-term rentals
This helps identify:
- Your primary strategy focus
- Which strategies need more pipeline
- Strategy success rates (drill down)
Quality Distribution
Shows the quality rating of your analyzed deals:
| Rating | Meaning |
|---|---|
| 🟢 Great | Strong numbers, likely to offer |
| 🟡 Good | Worth considering |
| 🟠 Marginal | Borderline—needs negotiation |
| 🔴 Pass | Numbers don't work |
Healthy distribution: Seeing mostly "Pass" and "Marginal" is normal! If everything looks "Great," you might be using overly optimistic assumptions.
Activity Chart
Track deal flow over time:
- Monthly deal count - Are you analyzing consistently?
- Trend lines - Increasing or decreasing activity?
- Seasonality - Do you analyze more in certain months?
Use this to:
- Identify slow periods
- Celebrate momentum
- Set realistic goals
Goal Progress (Pro)
Set and track monthly targets:
Available Goals
| Goal | Description |
|---|---|
| Deals Analyzed | Properties run through calculators |
| Offers Made | Submitted offers |
| Deals Purchased | Closed acquisitions |
Setting Goals
- Go to Analytics
- Click "Set Goals" or edit icon
- Enter monthly targets
- Track progress throughout the month
Goals reset each month. Your progress shows as a percentage bar.
Goal Setting Tips
- Start small: 10 analyzed, 2 offers
- Be consistent: Same targets monthly
- Adjust gradually: Increase 20% when hitting goals
Date Range Filters
View analytics for different periods:
| Filter | Shows |
|---|---|
| All Time | Everything since you started |
| This Year | Calendar year to date |
| This Quarter | Current quarter |
| This Month | Current month only |
Tip: Compare month-over-month to spot trends.
Using Analytics Effectively
Weekly Review
Every week, check:
- How many deals did I analyze?
- Did I make any offers?
- Where are my active deals in the funnel?
Monthly Review
Each month, assess:
- Did I hit my goals?
- What's my offer rate trend?
- Which strategies performed best?
- What can I improve?
Quarterly Review
Every quarter, evaluate:
- Overall win rate
- Capital deployed
- Strategy mix
- Goal adjustments needed
Common Questions
Why is my win rate low?
Low win rate (< 20%) might mean:
- Market is very competitive
- Offers are too low
- Slow response time
- Financing issues
Review lost deals for patterns.
How many deals should I analyze?
Depends on your goals:
- Casual investor: 5-10/month
- Serious investor: 20-50/month
- Full-time: 100+/month
Quality matters more than quantity.
Why track "Lost" deals?
Lost deals provide valuable data:
- Why did you lose? (Price, terms, timing)
- What would have made it work?
- Are you losing systematically?
Mark deals as lost rather than deleting them.
Related Features
- Deal Pipeline - Manage your deals
- Portfolio - Track purchased properties
- Calculators - Analyze new opportunities