Reports
Business snapshot · as of May 10, 2026
YTD Closed
$0
commission collected
1 deal closed this year
Active Pipeline
$558K
total estimated commission
Weighted Pipeline
$248K
probability-adjusted
Listing Commission
$329K
if all active listings close
Pipeline by Stage
Active deals · estimated commission
Initial Conversation
3 deals$136K
Valuation
1 deal$120K
Prospecting
2 deals$117K
Contract
1 deal$95K
Showings
1 deal$42K
Negotiation
1 deal$28K
Agreements Signed
1 deal$20K
Signed Deals
$305K
5 deals w/ agreement
Opportunities
$253K
5 without agreement
By Asset Class
Pipeline commission value
Industrial$182K33%
Mixed-Use$120K22%
Retail$116K21%
Office$80K14%
Land$60K11%
Lease vs. Sale
Leasing$198K35%
Sales$360K65%
Commission Forecast
Weighted by probability · projected close dates · May 2026 – Mar 2027
—
May
$81K
Jun
$20K
Jul
$27K
Aug
$16K
Sep
$17K
Oct
$54K
Nov
$5K
Dec
$17K
Jan
—
Feb
$12K
Mar
Next 90 days (weighted): $100K
Largest single month: $81K
Deals with close date: 10 of 10
Referral Intelligence
Inbound referrals — revenue attributed
Referral Revenue
$333K
Inbound Referrals
6
Fees Pending
$9K
Top Sources
1
Accountant · 1 referral
$120K
0 closed
2
Broker · 3 referrals
$107K
1 closed
3
Attorney · 1 referral
$95K
0 closed
4
Landlord · 1 referral
$11K
1 closed
Contact Health
COI tier distribution & relationship activity
COI Tier Breakdown
Tier 1 — Key Relationships5
Tier 2 — Active Network5
Tier 3 — Peripheral2
Total Contacts
12
Dormant (60d+)
2
Total Showings
8
Active Listings
6
Listing Commission by Type
For Lease$114K
4 listings
For Sale$215K
3 listings
Action Items Summary
Task health · open, overdue & completion
Open Tasks
13
Overdue
2
High Priority
4
Completed
2
Completion Rate13%
By Category
Call
5 open
Admin
3 open
Document
2 open✓ 1
Email
2 open✓ 1
Meeting
1 open
Open by Priority
High Priority4
Medium Priority6
Low Priority3
Linked To
Deals
8Contacts
2Listings
2Referrals
1Unlinked
0Deal Source Breakdown
Where active pipeline originated
$342K
Own Network
4 deals
$120K
Daniel Gale
3 deals
$55K
Cold Outreach
1 deal
$21K
Inbound Listing
1 deal
$20K
Repeat Client
1 deal