Deal Pipeline
Deal Workspace
Create new opportunities, manage active deals, and review completed projects.
New Deal (Under Contract)
2 Under Contract
Create a project for a property currently under contract.
Professional Investor System™
Deal Pipeline
Track prospects, analyze opportunities, manage active deals, and review completed projects — all in one place.
From first lead to completed project, the Deal Pipeline keeps every opportunity organized and visible.
New Leads
3
Under Contract
2
Active Projects
5
Completed Deals
25
Total Profit YTD
$326,500
Average Profit Per Deal
$16,250
Projected Profit (Next 12 Months)
$482,200
Q 4
$120,000
Q 1
$140,000
Q 2
$110,000
Q 3
$112,000
2026 Targets
Track annual goals against actual performance.
Gross Profit
$326,500 / $500,000
65%
Deals Completed
8 / 20
80%
Doors Added
5 / 10
50%
Gross Sales
$1.2M / $2.0M
60%
Average ROI
18% / 20% Traget
Professional Investor™ Deal Workflow
Every opportunity moves through a structured evaluation process.
STEP 1
Deal Lead Worksheet
(Inside "The Filter")
Capture Incoming Deal Opportunities
STEP 2
Buy Box Builder
Define the deals that fit your strategy.
STEP 5
Project Health Audit
Confirm the deal is ready to execute.