How to see agent reports, commission and monthly targets

See commission earned, win rate, viewings and reply times per agent, set monthly targets for your team and build your own real estate reports.

This article shows you how to read your agency’s reports, set monthly targets for each agent and build custom reports of your own.

Reports is for owners and managers. Agents see their own targets on the Dashboard.

What does the Overview tab show?

Open Reports in the sidebar and pick a period at the top: This month, Last month, This quarter, This year, Last 12 months or Custom… with your own dates. You then see:

Commission earned, Win rate, New contacts and Viewings done for the period.
Open pipeline: the commission in each deal stage today, weighted by each deal’s probability.
Where new contacts came from, by lead source, and Commission won, last 12 months month by month.
By agent: listings, contacts, viewings, open deals, won deals and commission per agent. Press CSV to download it for Excel.
Reply times: how fast new enquiries got a first call, message or meeting, by agent and by source.
Cost per lead: press Enter spend to record what you paid each lead source in a month (portal subscriptions, ads), and see the cost per lead and the commission it brought back.

Commission counts in the month a deal is marked won and follows the deal’s commission split. See Deals pipeline and commission.

How do I set targets for my agents?

In Reports, find Targets and choose the Month.
Press Set targets.
For each agent, enter goals for Commission, Deals won, New listings and Viewings. Leave a box empty if you don’t want that target.
Press Save targets.

The card then shows each agent’s progress, such as “3 of 5”. Each agent sees My targets this month on their Dashboard.

How do I build a custom report?

Open the Custom reports tab.
Under Report on, choose deals, contacts, listings, activities or enquiries.
Pick a Measure (for example, number of deals or total commission), a Group by (for example, agent, district or month) and, if you like, a Split by.
Set the Period and choose Chart or Table view.
Press Save and give the report a name. Tick Share with managers so everyone who can see reports finds it in their list.