BI Agent Features

Agent App Buyer and Seller Pipeline

Written by Jenny | May 15, 2026 11:49:22 PM

  

The Pipeline Dashboards show a clear view of your personal Buyer and Seller deals with conversion metrics activity tracking and At Risk indicators so you can spot stalled deals prioritize follow ups and take action fast.

 

 

  • Live Dashboard displays your current deal flow for both Buyer and Seller pipelines. It consolidates real-time data into key metrics for Pending and Closed Sales

 

 

Use the timeframe dropdown to compare Closed Sales performance across multiple periods while keeping a live view of your active (Pending) pipeline for real-time forecasting.

 

  • Conversion Overview shows how efficiently your leads move through each stage of your sales pipeline.



  • Buyer Dashboard focuses exclusively on buyer-side activity and performance metrics.
    • Metrics Displayed
      • Appointments Set & Met
      • Agreements Signed
      • Pending Transactions
      • Closed Deals

Buyer At-Risk Section:
Automatically highlights buyer opportunities that haven’t moved forward within the set time thresholds (e.g., more than 7 days in Appointment Set).

 

  • Seller Dashboard provides insight into listing performance and seller-side deal flow
    • Metrics Displayed
      • Appointments Set & Met
      • Agreements Signed
      • Active Listings
      • Pending Transactions
      • Closed Deals

Seller At-Risk Section:
Automatically highlights seller opportunities that haven’t moved forward within the set time thresholds (e.g., more than 7 days in Appointment Set).

Make it a habit to review the At-Risk section weekly. This helps identify deals that have been sitting too long in any stage