# Monthly Marketing Scorecard

**Month:** ____________  **Agent/Branch:** ____________

## OUTPUT — Marketing Activity

| Activity | Month Target | Month Actual | YTD Target | YTD Actual |
|----------|-------------|-------------|------------|------------|
| Direct mail letters sent | | | | |
| Blog posts published | | | | |
| Facebook posts | | | | |
| Instagram posts | | | | |
| LinkedIn posts | | | | |
| Facebook/IG Lives or Reels | | | | |
| Email campaigns sent | | | | |
| Lead magnet downloads | | | | |

## RESULTS — Business Performance

| Metric | Month Target | Month Actual | Notes |
|--------|-------------|-------------|-------|
| Market appraisals booked | | | |
| Instructions won | | | |
| Current stock (# listings) | | | |
| Current stock (total £ value) | | | |
| Listed fees (potential revenue) | | | |
| Sales agreed (pipeline) | | | |
| Exchanges completed | | | |
| Average fee per instruction | | | |
| Valuation → instruction conversion % | | | |

## LEAD SOURCE — Where Did Valuations Come From?

| Source | Count | % of Total |
|--------|-------|------------|
| Direct mail | | |
| Social media | | |
| Portal enquiry | | |
| Signboard | | |
| Referral | | |
| Database / past client | | |
| Website / funnel | | |
| Other | | |
| **TOTAL** | | 100% |

## Key Wins This Month
- 
- 
- 

## Areas to Improve
- 
- 
- 

## Actions for Next Month
- 
- 
- 

---

*Customise these tables to fit your goals. Track only what's meaningful. Fewer, focused metrics beat tracking everything.*