DealFlow Dashboard™

Know your numbers.
Run your business with clarity.

DealFlow is the simple business dashboard built for Realtors. Track your pipeline, forecast your commissions, and stay focused on the activities that actually produce income — without replacing the CRM you already use.

See your pending commission, year-to-date income, active deals, and weekly priorities on one beautiful screen. End every week knowing exactly where your business stands.

Exclusive to Like a Boss members

DealFlow Dashboard
Your whole business. One simple screen.

Stop juggling spreadsheets, sticky notes, and five browser tabs.

DealFlow puts your commissions, pipeline, marketing, and weekly priorities in front of you the moment you log in.

  • Pending and YTD commissions updated in real time
  • Revenue forecast 30, 60, and 90 days out
  • Active buyers, sellers, listings, and pending contracts
  • Works alongside your CRM — never replaces it
How It Works

Plan → Track → Forecast → Close

DealFlow turns the chaos of running a real estate business into a simple, repeatable weekly rhythm. Set the goal, work the pipeline, watch the numbers move.

01

Set Your Annual Goal

Tell DealFlow your income target for the year. We'll back into the deals, listings, and conversations it takes to get there.

02

Drop Deals Into Your Pipeline

Add prospects, active clients, pending contracts, and closings. Four simple stages — no CRM gymnastics required.

03

Track What Actually Produces

Log your marketing, follow-ups, and weekly priorities. See exactly which activities are putting commissions on the board.

04

Forecast & Stay In Control

Watch pending commissions, YTD income, and goal progress update in real time. End every week knowing your numbers.

What's Inside

Everything you need to run your business. Nothing you don't.

Twelve focused features designed for Realtors who want clarity over chaos. No CRM bloat. No data-entry tax. Just the numbers and rhythms that produce income.

Pending Commission

Always know exactly what's about to hit your bank account — without combing through contracts.

Closed YTD

Year-to-date income tracked in real time, so tax season and goal check-ins stop being a surprise.

Annual Goal Progress

A visual goal ring that shows where you stand against your income target — every single day.

Commission Forecast

Project the next 90 days of income based on your pipeline. Plan investments, hires, and time off with confidence.

Simple 4-Stage Pipeline

Prospect, Active Client, Pending, Closed. A Kanban built for business tracking — not CRM data entry.

Buyer vs. Listing Mix

See your business at a glance — listing-side, buyer-side, and the ratio that's actually paying you.

Lead Source Performance

Stop guessing which referrals, ads, and channels are worth your time. The data tells you.

Marketing Scoreboard

Track social posts, reels, newsletters, open houses, and outreach with a weekly consistency score.

Weekly Business Planner

Plan revenue-producing tasks, appointments, and priorities — the simple way to run your week.

Conversion Funnel

Leads → appointments → contracts → closings. See exactly where business is leaking and where to focus.

Works With Your CRM

Follow Up Boss, KVCore, Lofty, BoomTown, Chime, HighLevel — DealFlow lives alongside, not on top of.

Simple By Design

Spacious layouts, soft palette, zero clutter. A dashboard that makes you feel in control, not overwhelmed.

Who It's For

Built for Realtors who want to run a real business.

For Solo Realtors

Run your business like a CEO without the spreadsheet pile. Know your numbers, pace your goals, end the week in control.

For Top Producers

Replace five tabs with one dashboard. Pipeline, revenue, marketing, and weekly priorities — finally in one simple view.

For Team Leaders

Coach your agents on the numbers that matter. Forecast team commissions and spot the activities that produce closings.

Coming Soon

A whole family of DealFlow Dashboards.

DealFlow for Realtors is just the beginning. We're building purpose-built business dashboards for the industries we know best — each tuned to the numbers, pipelines, and rhythms that actually drive that business.

For Coaches & Consultants

DealFlow for Coaches

Track clients, packages, renewals, and recurring revenue. Forecast your book of business and see which offers actually produce income.

Coming Soon

For Associations & Chambers

DealFlow for Associations

Monitor membership growth, renewals, sponsorships, and event revenue in one view built for member-driven organizations.

Coming Soon

For Service Businesses

DealFlow for Service Pros

Jobs booked, jobs completed, average ticket, and recurring contracts — the operating dashboard for owner-operated service businesses.

Coming Soon

For Nonprofits

DealFlow for Nonprofits

Track donors, recurring giving, grants, and campaign progress against annual fundraising goals.

Coming Soon

For Course Creators

DealFlow for Course Creators

Launches, students, refunds, and lifetime value — see what your education business is really producing.

Coming Soon

For Local Businesses

DealFlow for Local Owners

A simple revenue and pipeline dashboard for restaurants, retailers, and brick-and-mortar businesses.

Coming Soon

Want to be first in line for a dashboard built for your industry? Join the waitlist below and tell us which one you're waiting for.

Early access is limited

Ready to feel in control of your business?

DealFlow is rolling out exclusively to Like a Boss members. Apply now and we'll onboard you in the next early access wave.

Join the Waitlist

Communication Preferences

RE Success™, LLC and its Like a Boss Systems™ brand offer separate SMS communication options.

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