Consulting the agency dashboard

Purpose

The “Agency dashboard” measures the commercial activity of the organisation over the selected period, including mandates signed, average and median time to sell, conversion of viewings into offers or sales, and sales and management fees.

The tables by agent and by month allow you to monitor the contribution of each staff member and the evolution of activity, and they can be exported for further analysis.

Where to find it

1. Investment
2. Reports

“Agency dashboard” tab.

Steps

1. Open the “Agency dashboard” tab and specify the “From” and “To” dates.
2. Consult the “Mandates signed”, “Average time to sell”, “Viewing conversion”, and “Fees” indicators.
3. Examine the “Mandates signed by month”, “Fees by agent and month”, “Viewings by agent”, and “Sales closed” tables.
4. Click on “Export as CSV” in order to export the entire dashboard or only the fees table.

Good to know

• Sales fees are calculated at the date of the deed or, failing that, at the date of the sales agreement; management fees correspond to the fees collected.
• The time to sell is measured from the sales mandate or, failing that, from the opportunity, as indicated by the “Measured from” column.
• Items without an assigned agent are grouped under “No agent”.

Related guides

• Asset managementProducing the owner reportGenerate a PDF report with indicators, a rent chart, a comment, and a rental status, then send it by e-mail to the owner.
• PortfolioManaging mandatesRecord your sales, letting, management or co-ownership mandates, numbered in the register, and track them until they end.
• SalesPlan and track viewingsPlan viewings, send the confirmation with the calendar file, and record the outcome and interest level of each visitor.
• Rent and financeTracking and invoicing commissionsView sales and rental commissions by agent and by mandate, and create the invoice with a single click.
• SalesTracking sales transactionsTrack every sale from negotiation to the deed, including the agreed price, commission, notary, and offers received for the unit.