Real Estate

Bold BI simplifies real estate analytics by bringing sales, operational, and performance metrics into one centralized dashboard, making it easier to monitor activity and uncover trends.

Real Estate Management dashboard displaying property performance and occupancy metrics.

Real Estate Management Dashboard

Track revenue, advertising costs, referral sources, and more

Why Real Estate Teams Choose Bold BI

Real estate data often lives across CRM systems, listing platforms, spreadsheets, finance tools, and call logs, thus making it difficult to see the full picture.

Bold BI solves this by delivering:

  • Unified performance visibility: Track sales, rentals, commissions, and listing activity in one place.
  • Faster sales insights: Analyze visits, conversions, and days on market to improve closing rates.
  • Trend-based market analysis: Monitor price movements, sales volume, and long-term performance trends.
  • Agent & team performance tracking: Measure calls, visits, conversions, and revenue by agent or team.
  • Scalable analytics for growing portfolios: Support single offices or multi-region real estate operations.

What You’ll Track

Bold BI’s customizable dashboards put the real estate KPIs you depend on at your fingertips, making it easy to increase your team’s transparency and efficiency.

  1. Sales & rental performance: Monitor revenue, closed deals, rental income, and commission trends.
  2. Listing & market activity: Track days on market, visits per sale, inventory movement, and demand patterns.
  3. Agent & team productivity: Analyze calls, property visits, conversions, and performance by agent or team.
  4. Pricing & long-term trends: Review yearly price variances, sold volume, and average price per square foot.

All dashboards are fully customizable so you  can add KPIs or metrics as needed.

Bold BI for Real Estate Industry – Common Metrics

With fully customizable real estate dashboards, teams can track KPIs such as:

  • Sales and rental revenue
  • Commissions and agent earnings
  • Days on market and listing performance
  • Visits per sale and conversion rates
  • Average sale price and price per square foot
  • Sold listing volume and inventory trends
  • Agent activity: calls, visits, and deals closed

Dashboards can be tailored for brokers, sales agents, operations teams, finance teams, and leadership.

How It Works

  • Connect data from CRM systems, listing platforms, Excel, SQL database, or Web APIs.
  • Use pre-built real estate dashboard samples or create custom dashboards.
  • Blend sales, activity, and financial data.
  • Share dashboards with agents and leadership teams.
  • Set alerts for stalled listings, declining activity, or revenue changes.
Trusted & recognized

Analytics that wins awards and users.

Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.

RECOGNITION

Users Love Us

Visual Studio Reader's Choice - 2025

Leader - Fall 2025

High Performer - Fall 2025 EMEA

Regional Leader - Fall 2025 AMERICAS

TrustRadius Tech Cares

Capterra - 4.9/5

G2- 4.3/5

GetApp - 4.9/5

Software Advice - 4.4/5

Frequently Asked Questions

Yes. Bold BI automates reporting and eliminates the need for manual spreadsheets and static reports.
Yes. Dashboards support location-wise and region-wise comparisons for listings, revenue, and activity.
Absolutely. You can track calls, visits, conversions, closed deals, and revenue by agent or team.
Most teams connect their data and start viewing dashboards within a few hours, depending on data sources.
By analyzing visits, pricing trends, and conversion rates, teams can quickly identify why listings are not moving.
Yes. Dashboards can track sales, rentals, commissions, and revenue together in one unified view.
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