Real estate production and commission board for Follow Up Boss

Build me a production and commission board for my real estate team on top of Follow Up Boss, so I can see what is actually going to close and what it pays. Follow Up Boss can show me deals, but never on one screen with the money attached. The people using this are me, the team lead, and my transaction coordinator, and we review it together every week.

Settings first, because everything else depends on them. Let me pick which pipeline the board shows, using List Pipelines, since deals in Follow Up Boss are pipeline scoped and my team runs more than one. Let me set a default commission rate as a percentage of deal value, with a per deal override I can type in when a split is unusual, and let me optionally point the board at an existing commission or close price field on the deal instead. Commission is usually not a native Follow Up Boss deal field, so treat the percentage as the default path and the custom field as the alternative. Let me set a team production goal and whether it is measured monthly, quarterly or annually. Persist all of this, plus per deal commission overrides, in the app so it survives a reload and both of us see the same numbers.

The main view is a pipeline board. Columns are the stages of the selected pipeline, from List Stages and the stage data on the pipeline, and the cards are deals from List Deals filtered to that pipeline. Each card shows the client name, resolved through List People from the person on the deal, the deal value, the projected commission, the expected close date, and the owning agent, resolved through List Users from the user assigned to the deal. I drag a card from one column to another and that updates the deal's stage in Follow Up Boss with Update Deal, optimistically, so the board feels immediate and rolls back if the write fails.

Above the board sits the production summary. Show gross commission projected for each of the next three months, bucketed by the expected close date on each deal, and let me break that same projection down by agent and by lead source. Lead source comes off the person record from List People, since deals do not carry a source of their own, so roll each deal up through its client. Next to the projection show closed to date against the team goal I set, as a number and as a progress bar, counting deals that are in a won or closed stage of the pipeline.

A second view is a closings calendar for the next sixty days, laid out so I can see the crunch weeks coming. Each day shows the deals expected to close that day with client, agent and commission, and the week totals should be obvious at a glance. Make the window configurable.

The board has to flag the data problems that wreck a forecast, because half my job on review day is finding them. Flag any deal with no expected close date, no value, a close date already in the past while the deal is still open, or no agent assigned. Show a count of flagged deals at the top with a filter that narrows the board to just those, and make every one of those fields editable inline on the card through Update Deal, so I can fix the forecast while I review it instead of opening Follow Up Boss in another tab. The summary numbers should recompute as soon as a fix lands.

Every deal card gets a Closing readiness check button that kicks off a background agent for that one deal. The agent pulls the deal with Get Deal, then the client's history through List Notes, List Events and List Appointments, and the open items through List Tasks for that person. It works out what is still outstanding before this deal can close, things like an unsigned document, an inspection with no follow up, a lender who has gone quiet, or a showing that never got a next step. It writes a readiness summary as a note on the client with Create Note, and creates one task per gap it found with Create Task, assigned to the agent who owns the deal and dated ahead of the expected close. The result also has to come back into the app: show the readiness summary and the gap list on the card, with the time it last ran, so I can read it during review without leaving the board. Show the run in progress on the card while it works.

At the end of the month I want one button that appends the month's closed production into a Google Sheet with Append Values, one row per closed deal with the close date, client, agent, lead source, deal value and commission. That is how my brokerage's historical production tracking builds up outside the CRM. Let me pick the spreadsheet and tab, show me the rows before they go, and warn me if I am about to append a month I already exported.

A few Follow Up Boss details worth building around. Custom fields come back prefixed with custom, so a field named Close Price is customClosePrice, and requesting all fields during development is the fastest way to see what my account actually has on a deal. List responses are paginated with a metadata block, so page through rather than assuming the first page is the whole pipeline. Deals can have more than one user attached, so treat the first assigned agent as the owner and still flag the deal when nobody is assigned at all.