Reports on everything happening in your agency
From new leads and where they come from, to statuses, follow-ups and how every agent performs, see your whole agency for any period and export it as a PDF.
Included in every plan
See it in action
The whole agency, in one report
Pick a period and an agent, and see leads, sources, statuses and performance side by side. Export it as a PDF for your next meeting.
Example screen with sample data.
Why it matters
Reports on everything in your CRM
- Leads, sources and statuses
- Agent performance
- Filters and PDF export
Included in every plan
Owners usually find out how the month went by asking each agent. The answers are late, rarely complete and hard to compare.
EstateQube reports on everything in your CRM. See how many leads came in, which sources brought them, where they stand in the pipeline, which follow-ups were done, and how each agent performed, for this week, this month or any range you choose.
Filter by agent, source or status to find what is working and who needs help. Then export the report as a PDF to share with partners or in your next team meeting.
What you get
Everything in Reports
Leads overview
New leads, qualified leads, viewings and deals for any period.
Leads by source
See how many leads and deals come from WhatsApp, each portal, your ads and your own leads.
Pipeline by status
See how many leads are new, contacted, in follow-up, negotiating, won or lost.
Agent performance
Leads assigned, followed up, deals won and lost for every agent, side by side.
Any period, any filter
Choose a date range and filter by agent, source or status.
PDF export
Download any report as a PDF to share with partners or in team meetings.
Good to know
- Reports are included in every plan.
- Reports are available to the agency owner.
- Every lead keeps its source, so reports stay accurate.
Works well with
Reports questions
What can we report on?
Everything in your CRM: new leads, sources, statuses, follow-ups and agent performance, for any period you choose.
Can we filter reports?
Yes. Choose a date range and filter by agent, source or status.
Can we export reports?
Yes. Reports can be exported as a PDF to share.
Which plan includes reports?
Reports are included in every plan.