In many real estate investing businesses, different people are responsible for different parts of the pipeline. Some focus on talking to sellers and making offers (Acquisitions), while others focus on buyers, closings, and exit strategies (Dispositions). Your KPI dashboards can mirror this structure by assigning specific KPIs to the users who work in each area.
When you associate users with the right role in your reporting, you get a clearer picture of how work is being done and where results are coming from. Instead of seeing one blended number for all offers or all contracts, you can see who on your team is driving which part of the process.
What Assigning KPIs Actually Does
When you assign KPIs to acquisitions-focused users, you’re typically tracking things like:
- Leads contacted
- Appointments set
- Offers made
- Contracts won
When you assign KPIs to dispositions-focused users, your reports will focus more on:
- Deals resold or assigned
- Scheduled closings
- Actual revenue generated
You’re not changing how users work—you’re changing how their activity is counted and displayed so your dashboards reflect reality.
How to Assign Users to a KPI Report
You can control which users a particular KPI report includes. The high-level flow looks like this:
- Go to Settings → KPI Dashboard
- Open an existing KPI report or click to create a new one
Note: Default reports are not editable except for their permissions. To make any other changes you'll have to create a duplicate
- In the report editor, locate the Dimension field where you can select:
- Account-Wide
- By Pipeline
- By Acquisitions User
- By Dispositions User
- By All Users
- Choose the users you want this report to represent (for example, your acquisitions reps, or your dispositions reps).
- Save or Create the report.
Any widgets on your dashboards that use this report will now reflect only the selected users.
When This Becomes Especially Useful
This kind of setup becomes particularly helpful when:
- You have more than one acquisitions rep or more than one dispositions rep.
- You want to see offer volume “by team” or “by role” rather than just a single total.
- You want to track whether deals scheduled to close are already resold or still in need of attention.
Over time, these role-based views make performance trends much easier to see.