Real estate broker / agent team tour - a fictional company with realistic sample numbers already loaded.

Harbor & Main Realty

Jun 2026 - MTD

Heartbeat summary

2 heartbeat areas need watching.

Real estate broker / agent team template: cash oxygen, profit discipline, split pressure, pipeline momentum, and aura in one read.

Next: clean up categories
Cash oxygen72 days
72 days

$142,000 estimated cash; $1,950 daily fixed burn. -$12,076 net cash movement this period.

Profit disciplineclose gap
90%

90% of dollars are categorized. Review the top uncategorized vendors and confirm the tax/owner-pay rules to get this to 100%.

Split pressurecap watch
71.6%

Agent payouts, franchise fees, and referrals are passing through 71.6% of closed GCI. Practical watch band: 70-75%; above 80% is usually high pressure unless OpEx is very lean.

Pipeline momentumclosing
$74,800

Weighted 45-90 day Company Dollar from pending deals is ahead of break-even.

Auraintent rising
82

Searches, showing demand, and profile actions are up against the prior 7 days.

The One Thing

Operating Overhead is the first constraint: 257% of virtual target.

Operating Overhead

Demo setup

Real estate broker / agent team

This tour is showing a sample real estate broker / agent team view. Explore the heartbeat first; source connections come later.

Enter brokerage numbersSee this dashboard with your own figures

Sample data included

No bank, POS, or accounting connection is required to use this public demo.

Demo status

Ready to explore

Sample real estate broker / agent team data is loaded

After signup

Connect real sources only when you want your own live dashboard.

Brokerage heartbeat

Company Dollar

Retained Company Dollar is the operating base. Practical target: about 25-30%+ of GCI after splits, referrals, and fees.

Agent Performance

Company Dollar yield, cap pressure, pipeline, and lead ROI by agent.

Market Intelligence

MLS velocity, DOM, price drops, rates, showing demand, and intent.

Lead ROI

Lead spend compared with expected retained Company Dollar, by agent and source.

Go-Live Coach

Coach

Readiness coach for Profit First automation. It runs the money-movement plan virtually first, then tells you what must be fixed before real transfers should begin.

Stay virtual and fix Labor; it would break first if money moved today.

Labor is short by $8,808; this is where the virtual model would have broken.

virtual Company Dollar read

$81,224

Profit First operating system

Owner pay and profit get protected before the business spends the rest.

Profit First is the money discipline behind the dashboard. OutFront can run it virtually first, show what should be set aside, and only move real deposits into separate accounts when the business is ready and the owner turns that on.

Know more

Modules

25 live · sign up to open
Allocation & Variance
Profit First set-aside vs. actual
Go-Live Coach
Profit First readiness before money moves
Cash Flow
Daily inflows & outflows
Spending by Category
Where money goes vs. profit
Category Trends & Budgets
MoM spend by category + budgets
Recurring & Subscriptions
Repeating charges & price creep
Cash Runway
Days of cash at current burn
Payment Watch
Double-pays & off-norm charges
Aura — Reputation
Reviews across Google, Yelp & Facebook
Company Dollar
GCI retained after splits, caps, referrals & fees
Commission Pipeline
Pending deals, probability, splits & close timing
Agent Performance
Company Dollar yield, cap pressure, pipeline & lead ROI
MLS/RESO + rate feed
Market Intelligence
MLS velocity, DOM, price drops, rates & showing demand
Lead ROI
Lead source spend to retained Company Dollar
Peer Benchmarks
Core ratios vs. industry ranges