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The Analytics section gives you data-driven insight into every part of your real estate business — from individual deal velocity to team-wide performance and marketing ROI.

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Analytics pages

PageWhat it tracks
PerformanceYour personal metrics — calls made, deals closed, conversion rates
Pipeline AnalyticsStage-by-stage deal velocity and drop-off
Marketing ROIWhich lead sources and campaigns drive real revenue
Team AnalyticsLeaderboard and comparison across all agents
SearchAdvanced filtering across all metrics

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Performance dashboard

(/analytics/performance) Your personal performance report:
  • Calls made — Total outbound calls this week/month/quarter
  • Connection rate — % of calls that resulted in a conversation
  • Deals opened — New deals created
  • Deals closed — Won deals and total commission
  • Average deal time — From first contact to close
  • Follow-up compliance — % of leads that received a follow-up within your target window
Charts show trends over time so you can see if you’re improving or slipping.

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Pipeline Analytics

(/analytics/pipeline) Visualize your pipeline health at a macro level:
  • Total pipeline value — Sum of all active deal estimates
  • Conversion rate by stage — What % of deals move from each stage to the next
  • Average time in stage — Where deals tend to stall
  • Win rate — Percentage of deals that reach Closed Won vs. Closed Lost
  • Lost reason breakdown — Why deals fall through (price, timing, competition, etc.)
Use waterfall and funnel charts to spot bottlenecks instantly.

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Marketing ROI

(/analytics/marketing) Connect your marketing spend to actual revenue:
  • Leads by source — Referral, MLS, website, social, QR code, campaigns
  • Lead-to-deal conversion — Which sources produce the most closable leads
  • Cost per lead — If you track ad spend, compare it against leads generated
  • Campaign attribution — Which email and SMS campaigns influenced closed deals

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Team Analytics

(/analytics/team) Available to org admins and team leads:
  • Leaderboard — Ranking by calls, deals opened, deals closed, and revenue
  • Agent comparison — Side-by-side metrics for any two agents
  • Activity heatmap — When your team is most active (calls, emails, tasks)
  • Pipeline by agent — Each agent’s current pipeline value and deal count

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Search & Custom Reports

(/analytics/search) Build custom reports by combining any metrics with filters. Save reports for recurring review and share them with your team or broker.