Reports and goals for agents, team leaders and brokers

Production, pipeline, leads, contacts and email reports in Reports, with one GCI goal worked back to the work it takes.

The Analytics menu is now Reports, and it shows your sales, not only your marketing. Agents see their own numbers. Team leaders see their team. Team owners and brokers see everyone. They can also see all their workspaces together.

Reports

Open Reports → Deals for production, pipeline, leads and contacts. Open Reports → Email for email.

• Production: closings, volume, GCI, contracts written and pending deals, against the same dates last year. Each agent's share of the team.
• Pipeline: open deals by stage, how long they wait, and why deals were lost.
• Leads: new leads by source and agent, and how many reached an appointment, a contract and a closing. Leads from your website by page and campaign.
• Speed to lead: the time to the first call, text or email from a person. Leads with no response yet.
• Contacts: the size and growth of your database, and the contacts going cold.
• Email: campaign and one-to-one email by agent and campaign.

Select any number to see the deals or contacts behind it. Download a CSV or a branded PDF.

Goals

Open Work → Goals. Set one GCI goal for the year. Berchtold works back to the closings, contracts, appointments and leads it takes, from your own last 12 months. Leaders and brokers see each person's goal and pace. A team's goal is its people's goals added up. Your goal shows on Home.

A weekly report

Each Monday, everyone gets last week's numbers with their goal and pace. Turn it off in Profile.

Claude, ChatGPT and Muse can read every report and goal, and set goals. See Reports and Goals.