Analytics and reports

Real estate analytics and reports for your whole brokerage

One dashboard for listings, leads, follow-ups and projects, and reports for the questions managers ask each week: who is following up, what the company earned and spent, and how the team spends its day in the CRM.

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  • Live dashboard
  • Finance, follow-up and activity reports
  • CSV export
Propfusion CRM: Dashboard with total listings, total and inactive leads, active developers and listing and lead distribution charts

The dashboard

Your brokerage on one screen

The first thing you see when you sign in, kept current as your team works.

Listings

  • Total listings, for sale and for rent
  • Listings added per day
  • Property types and price distribution
  • Portal distribution

Leads

  • Total and inactive leads, split between buying and renting
  • Leads per day and by source
  • Lead status and client type
  • Top communities and top agents

Follow-ups

  • Follow-ups scheduled for today
  • Overdue and upcoming follow-ups
  • Leads in each pipeline stage

Projects

  • Active developers
  • Projects next to sale and rent listings
  • Off-plan projects on a map

Reports for the questions managers ask

Finance, follow-ups, activity and trends, each one a click from the dashboard.

Financial analytics

Income, expenses and profit, with an honest forecast

Financial analytics shows total income, total expenses, net profit and the loans paid out to agents. The income and expense chart adds a three-month projection drawn from the last six months, and says plainly that it is a trend line, not a prediction.
  • Income sources and expense breakdown charts
  • Compare agents on income, expenses or loans, one line per agent
  • Each agent's average monthly earnings and next month's estimate
Propfusion CRM: Financial analytics with income, expense, net profit and loan totals and an income vs expense chart with forecast

Follow-up report

Who is following up, and who is falling behind

The follow-up report counts today's, overdue and upcoming follow-ups and shows how many leads sit in each stage. Filter by agent to see one person's list before your weekly one-to-one.
  • Today, overdue, upcoming and total follow-ups
  • Leads by stage, shown as progress bars
  • Filter by agent
Propfusion CRM: Follow-up report with today's, overdue, upcoming and total counts, leads by stage and each lead's next follow-up

Staff activity

How the team spends its day in the CRM

Agent activity shows when each agent was first and last active and their total engaged time. The interaction log lists who viewed, created, edited or deleted which lead, listing or page, and when.
  • Logged time today, active agents and total interactions
  • First active, last active and engaged time per agent, per day
  • Filter the log by agent, action and module
Propfusion CRM: Workplace activity with logged time today, active agents and each agent's first active, last active and engaged time

Trends

See the trend before the month ends

Trends plots each KPI field over days, weeks or months. Compare fields on one chart, or give each its own chart with its total, peak and average.
  • Daily, weekly or monthly intervals
  • One combined chart or one chart per field
  • For the whole team or one person, on your own KPI template
Propfusion CRM: KPI trends chart plotting leads, calls, viewings, offers and deals day by day, with metric totals

See more

Sales performance, rent collection and renewals

The scorecards your agents are measured on, the cheques your leasing team collects, and the renewals and ID expiries coming up.

Propfusion CRM: KPI leaderboard ranking staff by monthly score, with each person's role and letter grade
Every agent ranked by KPI score and grade, on their own department's scorecard.

Screens show the Propfusion Demo Realty sample workspace. All people, listings and numbers are fictional.

Also included

More reports, ready when you need them

  • Agent stage report

    How many leads each agent moved into every pipeline stage over a period, with totals per stage.

  • Agent leads and listings

    For each agent, total, active and won leads, and active sale and rent listings, over any period.

  • CSV export

    Export the stage report, or the data behind any dashboard chart, as a CSV file.

  • Quick date ranges

    Today, yesterday, last 7 or 30 days, this month, last month or all time.

  • Rental payment reports

    Payment analytics, overdue ageing and the cheque schedule for every tenancy you manage.

  • Renewals report

    Tenancies coming up for renewal, with the new rent, term and status of each draft.

  • Document expiry report

    Tenant and owner Emirates IDs and passports that have expired or will soon.

  • Data quality flags

    Flag a wrong tenant, owner, property or agreement record and track it from open to resolved.

  • Reports follow permissions

    Financial analytics opens only for people allowed to see all transactions; KPI reports need KPI access.

Questions

Analytics and reports questions

Who can see the financial reports?
Financial analytics opens only for people allowed to see all transactions, and KPI reports need KPI access. Reports follow the roles and permissions you set for each person.
Can I export the numbers?
Yes. Export the agent stage report, or the data behind any dashboard chart, as a CSV file.
Is the income forecast a prediction?
No. The income and expense chart adds a three-month projection drawn from the last six months, and says plainly that it is a trend line, not a prediction.
Can I look at one agent on their own?
Yes. Filter the follow-up report by agent, see each agent's leads, listings and stage moves over any period, and open staff performance for one person's month: score, targets hit, pace, commission and rank in the team.
Which date ranges can I pick?
Today, yesterday, the last 7 or 30 days, this month, last month or all time.
Are rentals covered too?
Yes. Rental payment reports, overdue ageing, the cheque schedule, renewals and the document expiry report sit alongside the sales reports.

Works hand in hand with

Run your brokerage on numbers, not guesses

Start a free trial, or book a live demo to walk through the dashboard and reports in a working CRM.
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