Weekly Investor Scorecard

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WEEKLY INVESTOR SCORECARD
Investor: [Investor Name]

WEEKLY INVESTOR SCORECARD
Investor: [Investor Name]
Annual Goal: [Annual Goal]
YTD Deals Closed: [YTD Deals Closed]
Week #: _______  |  Date Range: _______________ to _______________
---
SECTION 1 — DEAL ACTIVITY METRICS
Track every lead and deal touchpoint this week. Be honest — what you measure, you improve.
  LEAD GENERATION:
  New Leads Generated This Week:             _______
  Lead Sources:
    Direct Mail Responses:                   _______
    Cold / Warm Calls (inbound):             _______
    Driving for Dollars / Direct:            _______
    Referrals:                               _______
    Online / Web / PPC:                      _______
    Networking / Events:                     _______
    MLS / Agent Sourced:                     _______

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]

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