Team & brokerage

Brokerage-wide reporting

The rollup dashboards available on Brokerage plans — and what we measure, honestly.

Brokerage plans get a brokerage-wide dashboard that rolls up every agent's performance into one view. We intentionally keep the metrics honest — vanity numbers are excluded by default.

What's on the dashboard

  • Leads by agent, by source, by month
  • Response time distribution (P50, P90, P99) — per agent and brokerage-wide
  • Pipeline velocity by stage — how long leads sit before moving
  • Closed deals attributed to the channel that originated them
  • Churn — agents who've stopped responding to inbound leads in > 7 days

What's excluded by default

Volume-without-context metrics — 'total outbound calls' type things. If you want them, they're available under Settings → Reports → Optional metrics, but we don't show them on the default dashboard because they reliably lead teams to do the wrong thing.

Ready to set it up?

Start a free trial and we'll walk you through this during your setup call.

Start free trial