Wholesaling KPI Tracker
A month-by-month scoreboard for your wholesaling funnel — spend, leads, contacts, appointments, offers, contracts, deals, revenue, and profit — so you can see exactly where deals leak.
If you're not tracking your funnel, you're guessing. This monthly KPI tracker shows where your leads turn into deals and, just as important, where they fall through the cracks.
Each row is one month. Enter your marketing spend and the count at each stage: leads, contacts, appointments, offers made, contracts, and deals closed. Add your revenue from assignment fees and your profit, and the cost-per-deal column tells you what each closing actually costs you to produce.
A sample month is filled in so you can see how the funnel reads top to bottom. The story is usually in the drop-offs — plenty of leads but few contacts means a follow-up problem; lots of offers but few contracts means a pricing or rapport problem.
Fill it in at the end of every month and compare the trend. When you know your conversion rates, you stop spraying effort everywhere and start fixing the one number that's holding you back.
KPI tracker
Funnel: 0 leads → 0 contacts → 0 appointments → 0 offers → 0 contracts → 0 deals. Watch the stage with the steepest drop-off — that's where a small improvement moves the most deals.
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Frequently Asked Questions
Which KPI should I focus on first?
Start with the biggest drop-off in your funnel. If you get leads but few contacts, fix follow-up; if you make offers but get few contracts, work on pricing and rapport. Fix the weakest link, then re-measure.
How is cost per deal useful?
It tells you how much marketing spend it takes to produce one closed deal. Watching it over time shows whether your marketing is getting more efficient or more wasteful.
How often should I fill it in?
Update it at the end of every month. Monthly entries let you spot trends and seasonality instead of overreacting to a single good or bad week.