Analytics
Data-driven decisions with real-time analytics
Executive dashboards, agent leaderboards, pipeline analytics, and financial reports. See your entire business at a glance.
Executive Dashboard
Executive dashboards with key metrics
Get a bird's-eye view of your entire operation. Track revenue, pipeline value, conversion rates, and team performance from a single dashboard.
- Real-time revenue & pipeline metrics
- Conversion rate tracking
- Period-over-period comparisons
- Customizable dashboard widgets
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Agent Performance
Agent leaderboards and performance tracking
Track individual agent metrics — leads handled, deals closed, revenue generated. Identify top performers and coach underperformers.
- Individual agent scorecards
- Performance leaderboards
- Lead-to-close conversion metrics
- Commission & revenue tracking
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Reports
Comprehensive reports with one-click export
Generate detailed reports on leads, pipeline, finances, and agent activity. Export to Excel or PDF for stakeholder presentations.
- Pre-built report templates
- Excel & PDF export
- Pipeline velocity analytics
- Scheduled report delivery
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Related Features
Explore more capabilities that work together
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