Marketing Dashboard Metrics That Matter: 12 KPIs Every Agent Should Track Weekly
Meta Description: The 12 critical marketing metrics every real estate agent must track weekly. Complete benchmarks, real examples, and actionable targets for your marketing dashboard.
Target Keywords: marketing metrics, KPI tracking, real estate analytics, marketing dashboard, conversion rate, lead generation metrics, ROAS, cost per lead
You have no idea if your marketing is actually working.
Not because you're stupid. Because you're not measuring it.
You know you closed 5 deals this month. You know you spent $3,000 on ads. But do you know which ad spend led to which deal? Do you know if your Facebook ads are actually profitable or just wasting money? Do you know why your email open rates dropped this month?
You don't measure it, so you can't improve it.
And here's the brutal part: most of the agents making $500K+ per year aren't smarter than you. They just track their metrics religiously. Every week, they look at their numbers. Every week, they adjust. Every month, something that was working gets better. Something that was broken gets fixed.
The agents making $100K per year? They're just hoping everything works.
I'm going to give you the exact 12 metrics you need to track—and the simple dashboard to track them on. Copy this, implement it, and I guarantee your marketing effectiveness improves by 30%+ within 90 days.
The 12 Metrics Framework
These 12 metrics tell a complete story of your marketing system from awareness all the way to referrals.
The Top of Funnel (Awareness)
Metric 1: Weekly Website Traffic
This is your baseline. How many people are you bringing to your website each week?
What to track:
- Total unique visitors per week
- Visitors by traffic source (organic search, paid ads, social, direct, referral)
- Trend line (week-over-week growth)
Benchmark:
- Starting out: 100-300 visitors per week
- Growing agency: 500-1,000 per week
- Established leader: 1,000+ per week
Why it matters:
Traffic is the fuel. If traffic is flat, nothing else will grow. If traffic is growing but leads aren't, something's wrong with your capture rate or landing page.
Example Dashboard:
Week of Nov 10 - Nov 16:
Total Visitors: 587 (↑12% vs last week)
Organic: 245 (42%)
Paid Ads: 198 (34%)
Social: 89 (15%)
Direct: 55 (9%)
If your paid ads are only bringing 34% of traffic but you're spending 50% of your budget there, something's wrong.
How to improve:
- Increase ad spend on high-ROI channels
- Improve organic search rankings (SEO work)
- Post more social content
- Increase referral sources
Metric 2: Lead Capture Rate (Email Conversions)
What percentage of website visitors actually give you their email?
What to track:
- Total leads captured per week
- Lead capture rate (leads ÷ visitors = capture rate %)
- Capture rate by page (which landing pages convert best?)
- Capture rate by traffic source (which sources have higher-quality visitors?)
Benchmark:
- Below 15%: Your landing pages or value proposition isn't clear
- 15-25%: Good, normal range
- 25-40%: Excellent, you're doing something right
- 40%+: Exceptional (check for false positives or data errors)
Example Dashboard:
Week of Nov 10 - Nov 16:
Total Visitors: 587
Leads Captured: 98
Capture Rate: 16.7%
By Page:
Home Page: 5% (bad - fix the CTA)
Buyer Checklist LP: 34% (great - use as template)
Seller Guide LP: 22% (good - could be better)
Blog: 8% (okay - add CTA at bottom)
By Source:
Paid Ads: 28% (good)
Organic: 12% (people aren't looking for opt-in)
Social: 31% (excellent)
This tells you immediately: invest more in paid ads and social (high converters), fix your home page CTA, and possibly adjust organic strategy.
How to improve:
- Audit your low-converting pages
- Test new headlines and CTAs
- Make your value proposition clearer
- Create better lead magnets (the resource they're downloading)
Metric 3: Cost Per Lead
For every dollar you spend on paid advertising, how much does each lead cost you?
What to track:
- Total ad spend per week/month
- Total leads from paid ads
- Cost per lead by platform (Facebook, Google, MLS, Zillow, etc.)
- Cost per lead trend
Benchmark:
- Facebook Ads: $5-20 per lead
- Google Ads: $10-40 per lead
- MLS Featured: $20-100 per lead
- Zillow leads: $20-50 per lead
- Direct mail: $10-50 per lead
Example Dashboard:
Week of Nov 10 - Nov 16:
Facebook Ads:
Spend: $400
Leads: 34
Cost Per Lead: $11.76 ✓ Good
Google Ads:
Spend: $250
Leads: 8
Cost Per Lead: $31.25 ✗ High - consider pausing
MLS Featured:
Spend: $150
Leads: 2
Cost Per Lead: $75 ✗ Too high
This tells you: Facebook is working great, Google is expensive, MLS featured isn't worth it. Reallocate budget to Facebook.
How to improve:
- Pause or reduce spend on high-CPL channels
- Improve ad creative on expensive channels
- Improve landing page relevance (better match between ad and page)
- Improve targeting (are you reaching the right people?)
The Middle of Funnel (Interest & Decision)
Metric 4: Lead Quality Score
Not all leads are created equal. Some are serious buyers/sellers. Some are just curious. You need to measure the percentage that are actually qualified.
What to track:
- Total leads generated
- Qualified leads (met your criteria)
- Qualification rate (qualified ÷ total)
- Definition of qualified (your criteria):
- Timeline: Looking within 3 months
- Budget: Pre-approved or price range realistic
- Motivation: Actually ready, not just researching
- Location: In your service area
Benchmark:
- 40-60% qualification rate is normal
- Below 30%: Your ads or landing page is attracting the wrong audience
- Above 70%: You've perfected your targeting and messaging
Example Dashboard:
Week of Nov 10 - Nov 16:
Total Leads: 98
Qualified Leads: 56
Qualification Rate: 57% ✓
Disqualified Reasons:
Wrong location: 22 (22%)
No timeline/curious: 12 (12%)
Budget unrealistic: 8 (8%)
If 22% of your leads are in the wrong location, your ad targeting is wrong. Fix it.
How to improve:
- Improve ad targeting (geographic, demographic, interest)
- Better lead magnet (attracts only serious prospects)
- Qualifying questions on your landing page form
- Clearer communication about your service areas
Metric 5: Appointment Setting Rate
Of your qualified leads, how many actually book time with you?
What to track:
- Qualified leads per week
- Appointments booked per week
- Appointment booking rate (appointments ÷ qualified leads)
- Time from lead to appointment booking (same day vs. 48+ hours)
Benchmark:
- 30-50% is normal
- Below 20%: Your follow-up is weak or your value isn't clear
- Above 60%: Excellent follow-up and messaging
Example Dashboard:
Week of Nov 10 - Nov 16:
Qualified Leads: 56
Appointments Booked: 18
Booking Rate: 32% ✓
Follow-up Speed:
Same day: 12 (67%)
Within 24h: 4 (22%)
48+ hours: 2 (11%)
This tells you: your same-day follow-up is strong, but improve your message to convert more leads into appointments.
Why this matters:
Most agents lose 50% of their opportunities simply because they don't follow up fast enough. Speed matters more than anything.
How to improve:
- Automate appointment reminders/text messages
- Create follow-up sequence (email + text + phone call)
- Improve your pitch (why they should talk to you)
- Make booking easier (calendar, not back-and-forth emails)
Metric 6: Appointment Show Rate
Of the appointments scheduled, what percentage actually show up?
What to track:
- Appointments scheduled per week
- Appointments attended per week
- Show rate (attended ÷ scheduled)
Benchmark:
- 70-85% is normal
- Above 85%: Excellent confirmation system
- Below 60%: Your confirmation process is broken
Example Dashboard:
Week of Nov 10 - Nov 16:
Appointments Scheduled: 18
Appointments Attended: 15
Show Rate: 83% ✓
No-show Reasons:
No confirmation: 2 (no reminder sent)
Changed plans: 1 (life happened)
If you have no-shows without sending confirmations, that's an easy fix.
How to improve:
- Send reminder email 48 hours before
- Send reminder text 24 hours before
- Call 2 hours before (if it's in-person)
- Ask for confirmation when they book
- Make the meeting valuable enough they don't want to miss it
Metric 7: Consultation Conversion Rate
Of the people who show up for a consultation, how many actually hire you?
What to track:
- Consultations held per week
- Clients acquired per week
- Conversion rate (new clients ÷ consultations)
Benchmark:
- 40-60% is normal
- Below 30%: Your sales skills need work, or you're targeting wrong prospects
- Above 70%: You're excellent at sales or only taking qualified leads
Example Dashboard:
Week of Nov 10 - Nov 16:
Consultations: 15
New Clients: 9
Conversion Rate: 60% ✓
Deals Lost:
Wanted more time to think: 4
Found another agent: 1
Budget concerns: 1
If you're losing 4 deals because people want to "think about it," your closing techniques need work.
How to improve:
- Ask for the business clearly
- Remove objections during the meeting, not after
- Create urgency (limited availability, seasonal timing)
- Do follow-up calls on "think about it" people
- Track which objections are most common and prepare answers
The Efficiency Metrics (Money & Channels)
Metric 8: Email Engagement Rate
Are your email marketing efforts actually working?
What to track:
- Open rate (percentage who open your emails)
- Click-through rate (percentage who click links)
- Unsubscribe rate
Benchmark:
- Open rate: 20-35% is normal (subject lines matter a lot)
- Click-through rate: 3-8% is normal
- Unsubscribe: Below 1% is healthy
Example Dashboard:
Email Campaign (Nov 10-16): "5 Home Selling Mistakes"
Sent: 3,450
Opens: 892 (25.8%) ✓
Clicks: 142 (4.1%) ✓
Unsubscribes: 8 (0.2%) ✓
Best Performing Subject Line: "Sellers are losing $47K..."
Open rate: 35%
Worst Performing: "November Real Estate Update"
Open rate: 12%
This tells you: use specific, benefit-driven subject lines. Avoid generic ones.
How to improve:
- Test subject lines (specific and curious work best)
- Personalize email content (first name, location)
- Include clear CTAs (one main action per email)
- Send at right time (typically Tue-Thu mornings)
- Segment your list (different content for buyers vs. sellers)
Metric 9: Return on Ad Spend (ROAS)
For every dollar you spend on ads, how much revenue do you actually make?
What to track:
- Total ad spend per month
- Total revenue from ads (listings closed from those leads × commission)
- ROAS (revenue ÷ spend)
Benchmark:
- 3:1 ROAS = $3 revenue per $1 spent (good)
- 5:1 ROAS = $5 revenue per $1 spent (excellent)
- Below 2:1 = not profitable
Example Dashboard:
November Facebook Ads:
Spend: $3,600
Leads Generated: 156
Qualified Leads: 84
Appointments: 32
Consultations: 28
New Clients: 15
Listings Closed: 8
Average Commission: $8,500
Total Revenue: $68,000
ROAS: $68,000 ÷ $3,600 = 18.9:1 ✓ EXCELLENT
This means every $1 spent on ads returns $18.90 in revenue.
How to improve:
- If ROAS is below 2:1, pause that ad/platform
- Double down on platforms with highest ROAS
- Improve conversion rates (less money per client)
- Focus on higher-commission listings through ads
Metric 10: Cost Per Listing (CPL)
Total marketing spend divided by total listings acquired. The ultimate efficiency metric.
What to track:
- Total marketing spend (all channels)
- Total listings acquired
- CPL overall
- CPL by channel (which are most efficient?)
Benchmark:
- $1,000-$2,000: Excellent
- $2,000-$3,500: Good
- $3,500-$5,000: Acceptable
- $5,000+: Needs improvement
Example Dashboard (Monthly):
Total Marketing Spend: $8,200
Paid Ads: $3,600 (44%)
Email/CRM: $800 (10%)
Website/Hosting: $600 (7%)
Content Creation: $1,500 (18%)
Your Time: $1,700 (21%)
Listings Acquired: 6
Cost Per Listing: $1,367 ✓ Good
By Source:
Facebook Ads: $900 CPL (best)
Referrals: $0 CPL
Sphere: $200 CPL
Cold Calling: $2,100 CPL (worst)
This tells you: invest more in Facebook ads and referrals, less in cold calling.
The Long-Term Metrics (Retention & Growth)
Metric 11: Referral Rate
What percentage of your business comes from referrals and past client recommendations?
What to track:
- Total transactions per month
- Transactions from referrals
- Referral rate (referrals ÷ total)
- Referral source (past clients, sphere, partners)
Benchmark:
- Starting out: 10-20% from referrals
- Established: 30-50% from referrals
- Excellent: 50%+ from referrals
Example Dashboard (Monthly):
Total Transactions: 12
Referral Breakdown:
Past Clients: 3 (25%)
Sphere: 1 (8%)
Partner Referrals: 1 (8%)
Paid Ads: 4 (33%)
Organic/Other: 3 (25%)
Referral Rate: 42% ✓ Strong
Cost Per Referral: $0 (organic)
Value: Highest client quality and lifetime value
A referral-focused business is more stable and more profitable than ad-dependent business.
How to improve:
- Track which clients refer (understand the profile)
- Create referral incentive program
- Ask for referrals explicitly after closing
- Stay in touch with past clients (birthday cards, market updates)
- Deliver such good service that referrals are automatic
Metric 12: Growth Rate (Are you trending up or down?)
For each of the 11 metrics above, measure month-over-month or week-over-week growth.
What to track:
- Traffic growth (% increase week-over-week)
- Lead growth (% increase week-over-week)
- Appointment growth (% increase week-over-week)
- Client growth (% increase month-over-month)
- Revenue growth (% increase month-over-month)
Benchmark:
- Healthy growth: 10-20% per month
- Explosive growth: 30%+ per month
- Declining: Any negative growth means investigate
Example Dashboard:
Growth Rates (Month-over-Month):
Traffic: +14% ✓
Leads: +8% ✓
Appointments: +22% ✓
Clients: +18% ✓
Revenue: +16% ✓
Overall: +15% month-over-month growth ✓ Healthy
Metric Alerts:
Email Open Rate: -3% (down from 28% to 25%) ⚠ Investigate
Referral Rate: Flat at 42% (no growth) ⚠ Need to improve
Ad Spend: +35% (aggressive growth) → Make sure ROI is still good ✓
If anything is declining, this dashboard tells you immediately what to fix.
How to improve:
- Identify which metric is declining
- Debug the cause (is the problem conversion? Traffic? Follow-up?)
- Test solutions (new ads, better follow-up, different landing page)
- Measure impact of changes weekly
Building Your Marketing Dashboard in 5 Steps
Step 1: Choose Your Dashboard Tool
Free option: Google Sheets
- Simple, easy to set up
- Manual data entry (takes 30 min/week)
- Good for starting out
Mid-level option: Google Data Studio (Looker Studio)
- Free, connected directly to Google Analytics and Facebook Ads
- Auto-pulls most data (saves time)
- Professional looking
- Learning curve of 2-3 hours
Professional option: Tableau or Looker
- Paid ($100-500/month)
- Most powerful, can connect anything
- Requires setup or professional help
- Best for scale
Recommendation for starting: Google Sheets (free, simple) for month 1. Move to Looker Studio once you have all your data sources connected.
Step 2: Connect Your Data Sources
You need to pull data from:
- Website: Google Analytics
- Ads: Facebook Ads Manager, Google Ads
- Email: ConvertKit, Mailchimp, ActiveCampaign (they all have API exports)
- CRM: Salesforce, Pipedrive, HubSpot (export weekly)
- Calendar: Calendly (export weekly)
- Accounting: Stripe or payment processor
Most tools now connect via Zapier or Make.com to automatically populate your Google Sheet or Looker Studio.
Step 3: Set Your Targets
For each of the 12 metrics, decide what "good" looks like for your business.
Example targets:
- Traffic: 500 visitors/week (currently 200)
- Capture rate: 20% (currently 12%)
- CPL: $1,500 (currently $2,100)
- Appointments: 8/week (currently 4)
- Conversion: 50% (currently 40%)
- Referral rate: 30% (currently 15%)
Write these down. These are your quarterly goals.
Step 4: Create Weekly Review Habit
Every Monday morning (or your preferred day):
- Spend 20 minutes reviewing the dashboard
- Note which metrics are up, which are down
- If something declined, note why (ads paused? email campaign failed? etc.)
- Decide on one action item for the week
Weekly checklist:
- Dashboard updated with latest data
- Traffic up or down?
- Leads up or down?
- Conversion rates improving?
- Cost per lead improving?
- One metric needs fixing?
Step 5: Monthly Deep-Dive Analysis
Once a month, spend 60 minutes analyzing:
- What worked this month?
- What didn't work?
- What should we do more of?
- What should we pause?
- What's our growth trend?
Document your findings in a simple one-page report.
Common Dashboard Mistakes to Avoid
Mistake #1: Vanity Metrics
You track "email subscribers" and "social media followers" but not actual conversions.
Solution: Track metrics that directly impact your revenue.
Mistake #2: Too Many Metrics
You track 50 different stats and get overwhelmed.
Solution: Stick to the 12. Master them. Add more only after you're dominating these 12.
Mistake #3: Not Acting on Data
You look at the dashboard but don't change anything.
Solution: Commit to taking action on what you see. If something is underperforming, fix it.
Mistake #4: Blaming External Factors
"Leads are down because the market is slow" (maybe, but have you checked your messaging?)
Solution: Look at your metrics first before blaming the market.
Mistake #5: Not Accounting for Seasonality
Real estate is seasonal. Nov/Dec is typically slower than spring. You panic and change things that are actually working.
Solution: Compare to last year's same period, not last month.
Your 30-Day Action Plan
Week 1: Audit & Setup
- Document all your current data sources
- Choose your dashboard tool
- Set up basic connections
Week 2: First Dashboard Build
- Populate the 12 metrics with last 3 months of data
- Identify which metrics are weak
- Set targets for each metric
Week 3: Implementation
- Start daily data tracking
- Set up first weekly review
- Make your first optimization based on data
Week 4: Refinement
- Review the dashboard
- Adjust metrics or targets based on reality
- Plan changes for month 2
About Amazing Photo Video
Your marketing dashboard is only as good as the content you're measuring. Professional photography and videography impact multiple metrics:
- Listing photos improve your website conversion rate (more visitors become leads)
- Testimonial videos improve consultation conversion rate (prospects say yes more often)
- Property videos improve listing velocity (homes sell faster, more referrals)
Agents with professional media assets typically see 15-30% better conversion rates across the funnel. That's the difference between a 2:1 ROAS and a 3:1 ROAS.
If you'd like to talk about how professional media impacts your dashboard metrics, let's chat. Learn more about our services or book a consultation.
Related Resources:
- The Ultimate Real Estate Marketing Analytics Guide
- How to Set Up Google Analytics for Real Estate Agents
- Measuring Marketing ROI: The Complete Guide
Keywords: marketing metrics, KPI, dashboard, real estate analytics, conversion rate, cost per lead, marketing ROI, real estate performance metrics, data tracking, marketing optimization, ROAS, email metrics, traffic analytics
Entities: Marketing Dashboard, KPI Metrics, Conversion Rate, Cost Per Lead, ROAS, Email Engagement, Lead Quality, Appointment Setting, Traffic Analytics, Google Analytics, Facebook Ads, Real Estate Metrics, Weekly Review, Performance Tracking
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About Cole Neophytou
Cole Neophytou is a professional real estate photographer and content creator at Amazing Photo Video.
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