Reporting
You can't grow what you can't see.
Every number your business depends on — in one place.
Revenue by deal type. Commissions by month. Referral sources ranked by ROI. Task completion by agent. Call activity across the team. Filtered, drillable, exportable.
You spent $8,000 on Zillow leads last year. How many closed? What was the net to your firm? Most agents can't answer that without an hour in a spreadsheet — if they can answer it at all.
Brokers piece together revenue from closing statements, memory, and end-of-month reconciliation. Which referral sources actually earn their cost? How many overdue tasks does the team have? Nobody knows until someone builds the report manually — and by then, you've already renewed the ad contract.
How it works
See the true health of your business.
- See breakdowns by deal type, total contract amount, gross income, and true net to the firm.
- Filter by agent, referral source, or date range to see the big picture or drill down into individual performance.
- YTD statistics show your total volume, units closed, gross income, and pipeline at a single glance.
Stop manually reconciling commissions.
- View every closing by month, including sale price, gross commission, net to agent, and referral source.
- See exactly how many contracts closed, total gross and net commissions, and average percentages.
- Scroll through commission data month-by-month and year-by-year, with all the math done for you.
Stop guessing which marketing channels work.
- See every referral source ranked by what matters: closed contracts, total volume, and net income to the firm.
- "Zillow" isn't just one source. Break it down to see which specific products or zip codes are actually delivering ROI.
- Double down on the lead sources that generate actual revenue, and confidently cut the ones that don't.
Accountability without micromanagement.
- Monitor phone call activity—including outcomes like "left voicemail" or "talked"—to ensure leads are actually being worked.
- Instantly surface overdue tasks, unassigned work, or items missing due dates before they impact a closing.
- Track which team members are completing assigned action items and who is falling behind.
Reporting details
- Agents only see their own data, while brokers get the full firm overview
- Date range filtering available across every single report
- 1-click CSV export on all reports for easy accounting and external analysis
- Deep drill-downs into referral sub-sources (e.g., Zillow → Premier Agent → Austin)
- Track call direction (incoming/outgoing) and actual conversation outcomes
- Task reports specifically highlight unassigned work and missing deadlines
- Note reports track exactly how many action items are actually completed
Related features
Commissions
Pay logs are the time-series view of per-contract commission data.
Contracts
Business overview metrics are calculated from contract data — amounts, stages, closing dates.
People & Relationships
Referral sources tracked per lead and client feed directly into the referral report.
Dashboard
Dashboard is "right now." Reports let you look back and compare.
Tasks & Workflows
Task completion metrics and overdue tracking flow into activity reports.
See it for yourself.
Start a 14-day free trial or book a walkthrough with our team.