Reports & Analytics
Comprehensive insights into your real estate business performance with detailed reports and analytics
Overview
The Reports & Analytics module provides comprehensive insights into your real estate business performance. Generate detailed reports, track key performance indicators (KPIs), and make data-driven decisions to grow your business.
Report Types
Sales Reports
- Deal Pipeline Report: Track deals by stage and probability
- Closed Sales Report: Analyze completed transactions
- Commission Report: Calculate and track commission earnings
- Sales Performance: Compare performance against goals
- Market Analysis: Analyze market trends and pricing
Client Reports
- Contact Activity Report: Track client interactions and engagement
- Lead Source Analysis: Identify most effective lead sources
- Client Conversion Report: Track lead-to-client conversion rates
- Client Satisfaction: Monitor client feedback and ratings
- Referral Report: Track referrals and referral sources
Financial Reports
- Revenue Report: Track income and revenue trends
- Expense Report: Analyze business expenses by category
- Profit & Loss: Comprehensive P&L statements
- Budget vs. Actual: Compare budgeted to actual performance
- Tax Deduction Report: Track tax-deductible expenses
Activity Reports
- Task Completion Report: Track task completion rates
- Appointment Report: Analyze appointment scheduling and attendance
- Communication Log: Track all client communications
- Marketing Campaign Report: Analyze marketing effectiveness
- Time Tracking Report: Monitor time spent on different activities
Analytics Dashboard
Dashboard Features
- Real-time KPIs: Monitor key metrics at a glance
- Interactive Charts: Drill down into data with clickable charts
- Customizable Widgets: Add, remove, and rearrange dashboard components
- Date Range Filters: View data for specific time periods
- Goal Tracking: Monitor progress against sales and activity goals
- Trend Analysis: Identify patterns and trends in your data
Customizing Your Dashboard
Access Customization
Click on "Customize Dashboard" button in the top right corner.
Select Widgets
Choose widgets to add from the widget library based on your needs.
Arrange Layout
Drag and drop widgets to arrange your preferred layout.
Configure Settings
Set up widget-specific settings and filters for each component.
Save Layout
Save your custom dashboard layout for future use.
Generating Reports
Standard Report Generation
Navigate to Reports
Access the Reports section from the main navigation menu.
Select Report Type
Choose the specific type of report you want to generate.
Set Date Range
Define the time period for your report data.
Apply Filters
Add filters for client, property type, agent, or other criteria.
Generate Report
Click "Generate Report" to create and display the report.
Quick Reports
Quick Report Access
- Use the "Quick Reports" menu for common reports
- Select from pre-configured report templates
- Reports generate automatically with current data
- Customize date ranges if needed
Customizing Reports
Report Customization Options
- Date Ranges: Custom date ranges, quarters, years
- Filters: Client type, property type, deal stage, agent
- Grouping: Group data by month, quarter, client, or property
- Sorting: Sort by various criteria (date, amount, name)
- Columns: Show/hide specific data columns
- Calculations: Add totals, averages, and percentages
Creating Custom Reports
Access Custom Reports
Navigate to Reports > Custom Reports in the main menu.
Start New Report
Click "Create New Custom Report" to begin.
Select Data Sources
Choose data sources like contacts, deals, or activities.
Configure Fields
Select which fields to include in your report.
Set Filters and Grouping
Configure filters, grouping, and sorting options.
Save Template
Save your custom report template for future use.
Scheduling Reports
Automated Report Delivery
Set up automated reports to be generated and delivered to your email on a regular schedule. This ensures you always have the latest data without manual effort.
Setting Up Scheduled Reports
Generate Base Report
First, generate the report you want to schedule.
Enable Scheduling
Click the "Schedule Report" button in the report viewer.
Set Frequency
Choose delivery frequency: daily, weekly, monthly, or quarterly.
Configure Timing
Set the specific delivery day and time for report generation.
Add Recipients
Enter email addresses for report recipients.
Choose Format
Select report format (PDF, Excel, CSV) and add custom message.
Scheduling Tips
- Schedule key reports for Monday mornings to start the week
- Set up monthly reports to be delivered on the first business day
- Include team members in important report distributions
- Test scheduled reports before deploying to groups
Exporting Reports
Export Formats
- PDF: Professional formatted reports for sharing
- Excel (XLSX): For further analysis and manipulation
- CSV: For importing into other systems
- Word (DOCX): For including in presentations
- PowerPoint (PPTX): For client presentations
Exporting Process
Generate Report
First, generate the report you want to export.
Access Export Options
Click the "Export" button in the report viewer.
Select Format
Choose your desired export format from the dropdown.
Configure Options
Set export options like including charts, formatting, etc.
Download File
Click "Download" to save the file to your computer.
KPI Tracking
Key Performance Indicators
- Sales Volume: Total sales value per period
- Number of Transactions: Count of closed deals
- Average Deal Size: Mean transaction value
- Conversion Rate: Leads to sales conversion percentage
- Days on Market: Average time to close deals
- Commission Earned: Total commission income
- Client Satisfaction: Average client rating
- Market Share: Percentage of local market
Setting Up KPI Goals
Access KPI Dashboard
Navigate to Reports > KPI Dashboard in the main menu.
Set Individual Goals
Click "Set Goals" for each KPI you want to track.
Define Target Values
Enter target values for different time periods (monthly, quarterly, yearly).
Configure Tracking
Choose how to track progress and set up alerts for goal achievement.
Best Practices
Report Management
- Review reports regularly to identify trends and opportunities
- Set up automated reports for key metrics
- Share relevant reports with team members
- Use reports to set and track business goals
- Archive important reports for historical reference
Data Analysis
- Compare current performance to previous periods
- Look for seasonal patterns in your data
- Identify your most profitable activities and clients
- Use reports to justify business decisions
- Track marketing ROI with lead source reports
Data Quality
- Ensure all data is entered accurately and consistently
- Regular data cleanup improves report accuracy
- Validate report results against other sources
- Train team members on proper data entry
Troubleshooting
Common Issues
Q: My report is showing no data
A: Check that your date range includes data and that all filters are set correctly. Ensure that the data exists in the system for the selected criteria.
Q: Report generation is taking too long
A: Large reports with extensive date ranges may take time to generate. Try reducing the date range or adding more specific filters to limit the data set.
Q: Exported report formatting looks different
A: Different export formats have different capabilities. PDF maintains visual formatting best, while Excel allows for data manipulation.
Q: Scheduled reports are not being delivered
A: Check your email settings and spam folder. Verify that the scheduled report is still active and that email addresses are correct.
Q: Numbers in my report don't match my expectations
A: Verify the report criteria and date ranges. Check that all relevant data has been entered into the system. Review the report definition to understand what data is included.