About Company:

A residential real estate advisory for Gurgaon buyers and investors in the ₹2–20 crore segment. We earn only when a transaction closes — a developer payout on a primary-market booking, or brokerage on a resale. Not when a lead is generated, a call is made, or a site visit happens.

Goal:

To build a simple operating system to track sales pipeline execution, advisor performance, follow-ups, and CRM discipline, giving the founder clear visibility into what needs attention.

What I Did:

Built a sales pipeline dashboard tracking lead ownership, customer stage, response time, conversions, follow-up dates, and pipeline status.

Created an advisor-performance view covering leads assigned, calls, site visits, transaction rate, and conversion rates, making execution gaps visible across advisors.

Focused the system on actionable follow-ups rather than just reporting, allowing the founder to identify delayed leads, weak execution, and advisor-level bottlenecks.

Challenges and Learning:

The key challenge was converting scattered sales activity into a simple operating system where every lead has a clear owner, next action, and follow-up visibility.

Result:

Built a structured sales-pipeline and advisor-performance dashboard.

Created visibility into response time, follow-ups, pipeline stages, and advisor conversion.

Enabled the founder to identify execution gaps and prioritize the next action