Springbok Properties · Month-End Scorecard

May 2026 Board Review

Traffic-Light Scorecard
Reporting month May 2026
YTD Jan–May 2026
Source: Randy's Stats Report
✦ Ask the dashboard

AI Observations

Auto-generated notes

✅ Going well

  • Lead volume on target — 6,885 leads vs 6,850 target (+0.5%). Top of funnel is healthy and steady (~6,900/mo all year).
  • Net Instructions beating plan — 288 vs 270 target (+6.7%), and Net Revenue £3.28m vs £3.08m target (+6.5%). We're converting the instructions we win at good value.
  • Seen Rate strong — 75.7% vs 72% target. Booked appointments are showing up.
  • Follow-up conversion excellent — 1.2× target. The nurture/follow-up motion is working.
  • Fee mix healthy — Fixed-fee ratio 94% vs 86% target; cancellation rate under control at 25% vs 28%.

⚠️ Watch

  • Booking rate below target — 15.6% vs 17%. Fewer leads are converting into booked valuations; bookings landed at 1,073 vs 1,163 target (-8%).
  • Instruction % soft — 35.8% vs 40% target. Slight slip in turning valuations into instructions.
  • Gross revenue & pipeline just under — Gross £3.28m (96% of target); pipeline £7.97m vs £8.0m. Close, but trending down from the March peak.

🔴 Needs attention

  • In-house % is the biggest gap — 12.9% vs 21% target (only 62% of plan). We're losing in-house instructions to other routes — direct hit to retained value.
  • Cost per Instruction over budget — £717 vs £600 (+19%). Efficiency is slipping as instructions soften.
  • 30-day sales speed dropping — 33.6% vs 40%, only 50 units vs 64 target. Listings are taking longer to convert to sales.
  • EA ratio collapsed — 0.35% vs 10% target. Almost no EA instructions this month.

🎯 For the directors meeting — who owns what

Sales · Stephen Sweeney

Why is booking rate (15.6%) and in-house % (12.9%) below target? Appointment conversion + retaining in-house instructions.

Ops / Progression · Jenna Bush

30-day sales speed slipping — what's slowing listing-to-sale conversion?

Marketing · Shehnaz Patrawala

Cost-per-lead rising and Bing CPL nearly 2× target — rebalance spend; Facebook is over-delivering on volume.

RAG Scorecard

PAC & PAM · vs target

Sales Funnel

May 2026 actuals

Marketing & Trend

Leading indicators
Marketing leading indicators

RAG vs target. For cost metrics (CPL), lower is better.

Net Instructions & Revenue trend

Jan–May 2026 · monthly