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Classic - RE Agent Report

Classic - RE Agent Report

Owned by Rebecca Kornblum
May 03, 2024
2 min read

The Real Estate Agent Report records how many leads a specific real estate agent has supplied. It also records the conversion rates of the leads provided by the real estate agent.

Retrieve Report Based on Selected Filters

 

Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.

Filter

Description

Filter

Description

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

  • Is the listing of branch names of associate leads

  • Always defaults to My Branch when first opened

Buyer/ Seller

 

  • Buyer agent is someone who is actively helping his commissioner look for a home

  • Seller agent is the agent who is selling the property/mortgage

  • Always defaults to All when first opened

Campaign

  • Displays information pertaining to the selected campaign

  • Always defaults to All when first opened

Columns

 

Columns Displayed by Default

  • Additional columns can be added to the report.

  • Column totals are listed at the bottom of the report.

  • The Totals row contains the aggregated data of the respective columns.

Column Name

Column Filter Type

Description

Column Name

Column Filter Type

Description

RE Agent Name

Multi+search

Name of the real estate agent

RE Agent Branch

Multi+search

Name of the real estate agent branch

RE Agent Company

Multi+search

Name of the real estate agent company

Total Leads

Number

Total amount of leads provided by the real estate agent

Conversion Rate

Number

Percentage of leads that get to processing

Leads Details

Clicking on any of the counts will display the Leads Details popup. See the Leads Details article for more details.

 

 

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