Expanding opportunities for regular sales coaching is one of the most overlooked opportunities in a brokerage today. The WAV Group Broker Technology Utilization and Access Study Part II uncovered that brokers want more than just tools for their agents. They want systems that help their managers coach, motivate, and support agent performance. And right now, they don’t feel they have what they need.

Without clear visibility into an agent’s goals, activity, and results, sales managers are flying blind. Their conversations with agents often happen after a slow month, a missed target, or a warning sign that was not visible until it was too late. Brokers are asking for a better way to keep those critical success metrics in front of everyone to effectively support agents weekly about how they are performing against the goals they set for themselves in their business plans. 

That’s where a centralized, agent-facing dashboard can make all the difference.

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Imagine if every agent has access to a broker-branded portal they can log into daily, not just to use tools, but to stay grounded in their goals. Within this workspace, they can see their business plan side-by-side with their actual performance. This daily visual reminder is powerful. It doesn’t just highlight what’s been done. It brings focus to what needs to happen next. Brokers can promote training that supports agents in the areas that may be holding them back from achieving their goals. Managers can work one-on-one to help their agents to smooth out the rough edges in their sales process. 

The WAV Group study showed strong broker interest in dashboards that go beyond tool access. Brokers want to create a digital space where performance can be tracked, activity can be celebrated, and agents can be held accountable to the goals they set for themselves. When dashboards are designed thoughtfully, they become a virtual coach, not just a static tool hub.

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Sales managers benefit, too. With a shared performance view, they can spot patterns faster. An agent’s listing pipeline might be thin. Their funnel activity might have dropped off. Or they may be close to a commission award threshold that could be used to motivate just one more deal this month. These are the types of insights that lead to meaningful, real-time coaching. No spreadsheets required.

Beyond tracking business goals, dashboards can also surface key productivity markers like outstanding tasks, missing transaction documents, or an outstanding client follow-up task. Since agents have limited time and a dozen plates spinning regularly, having all of that presented in one place can make all the difference.

The WAV Group study also showed that brokers want to use dashboards as a place to celebrate success and reinforce the behaviors that lead to results. Features like “kudos” for consistent usage of certain tools or shoutouts for hitting prospecting milestones give agents the recognition they need to stay motivated. It’s not just about data. It’s about momentum.

Importantly, this kind of dashboard isn’t about policing performance. It’s about providing structure, encouragement and visibility that help agents grow and thrive. With the right tone and design, a dashboard can become something agents tune into regularly. 

Right now, most brokerages are still communicating key reminders and performance updates via email or occasional check-ins. But email is losing effectiveness, and manager bandwidth is stretched thin. A dashboard that agents log into every day can pick up the slack, making sure important messages and insights are actually seen.

For brokers looking to increase agent retention and productivity, this is a win-win. Managers get the tools to lead more effectively. Agents stay aligned with their business plans. And the brokerage creates a stronger culture of coaching and progress.

If you want your sales managers to have better conversations, give them better data. If you want your agents to hit their goals, make sure they can see their progress daily. A smart dashboard bridges the gap.

 Download the full WAV Group Broker Technology Utilization and Access Study

 

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