Can I monitor my performance?
You get daily figures for each of your listings on every plan, and on Business a team leaderboard, a pipeline forecast and a weekly email to the owner.
What the CRM measures is listings, not people. Every view, enquiry, phone reveal, save and share against one of your properties is written to an append-only log and rolled up into a figure for each day, so you can answer how last week went rather than only how many ever.
Six figures are kept per listing per day:
- Views
- Unique visitors
- Enquiries
- Phone reveals
- Saves
- Shares
Look at the last week, month or quarter, and compare one listing against the average across your own portfolio. Each listing also shows where its viewers come from — see "Where do my listing's viewers come from?". On Pro you can export it as a branded PDF in your own name to send the owner, and pipeline reports show where your leads come from, how many move from each stage to the next, and how quickly they were answered.
Reporting on people is a Business feature. The team leaderboard ranks each agent on leads, response time, conversion and deals closed; the deal tracker turns open deals into a pipeline forecast; and the owner gets a summary of the week by email every Monday. See "What do team leaderboards and the weekly owner email show?" for exactly how each figure is counted.