Analytics & Reporting
PropertyBase provides comprehensive analytics to help you make data-driven decisions.
Dashboard Overview​
The main dashboard shows key metrics at a glance:
- Active Leads - Leads in pipeline
- Properties Listed - Total units available
- Deals Closed - This month/quarter/year
- Revenue - Total commission earned
Sales Analytics​
Pipeline Overview​
View your sales funnel:
New Leads: 150 (100%)
Contacted: 120 (80%)
Qualified: 75 (50%)
Viewing: 45 (30%)
Negotiation: 20 (13%)
Won: 12 (8%)
Conversion Metrics​
| Metric | Formula | Benchmark |
|---|---|---|
| Lead-to-Contact | Contacted / New | > 90% |
| Contact-to-Qualified | Qualified / Contacted | > 60% |
| Qualified-to-Viewing | Viewing / Qualified | > 60% |
| Viewing-to-Close | Won / Viewing | > 25% |
| Overall Conversion | Won / New | > 5% |
Revenue Analysis​
Track revenue across dimensions:
- By property type
- By location
- By agent
- By time period
- By lead source
Property Analytics​
Inventory Status​
Total Units: 150
Available: 85 (57%)
Reserved: 25 (17%)
Sold: 40 (27%)
Property Performance​
| Metric | Description |
|---|---|
| Views | Number of listing views |
| Inquiries | Leads generated |
| Viewings | Physical viewings scheduled |
| Days on Market | Average time to sell |
Pricing Insights​
- Average price per sqm
- Price vs market comparison
- Price change history
- Negotiation margins
Agent Analytics​
Individual Performance​
Each agent dashboard shows:
- Leads assigned vs closed
- Response time (average)
- Revenue generated
- Active pipeline value
- Client satisfaction score
Team Comparison​
Compare agents on:
Agent | Leads | Closed | Conversion | Revenue
-------------|-------|--------|------------|----------
Sarah M. | 45 | 8 | 17.8% | $152,000
John D. | 38 | 5 | 13.2% | $89,000
Emily W. | 52 | 9 | 17.3% | $178,000
Activity Metrics​
- Calls made
- Emails sent
- Viewings conducted
- Notes logged
Lead Analytics​
Source Analysis​
Track which sources generate the best leads:
| Source | Leads | Won | Conversion | CPL |
|---|---|---|---|---|
| Website | 200 | 15 | 7.5% | $25 |
| Referral | 50 | 8 | 16% | $0 |
| Portal | 150 | 10 | 6.7% | $45 |
| Social | 100 | 5 | 5% | $30 |
Lead Quality Score​
Distribution of lead scores:
Hot (80-100): 15% of leads
Warm (60-79): 25% of leads
Cool (40-59): 35% of leads
Cold (0-39): 25% of leads
Timeline Analysis​
- Average time to respond
- Average time in each stage
- Best contact times
- Seasonal patterns
Financial Reports​
Commission Reports​
Track earnings:
Gross Commission: $250,000
Agent Split (60%): $150,000
Agency Share (40%): $100,000
Pending: $75,000
Paid: $175,000
Revenue Forecasting​
Based on pipeline probability:
Stage | Value | Probability | Weighted
--------------|----------|-------------|----------
Qualified | $500K | 25% | $125K
Viewing | $300K | 50% | $150K
Negotiation | $200K | 75% | $150K
Total Forecast: $425K
Custom Reports​
Report Builder​
Create custom reports:
- Go to Analytics > Custom Reports
- Click New Report
- Select data source
- Choose dimensions and metrics
- Apply filters
- Save and schedule
Available Dimensions​
- Time (day, week, month, quarter, year)
- Agent
- Property type
- Location
- Lead source
- Status
Export Options​
Export reports in:
- Excel (XLSX)
- CSV
- Google Sheets (sync)
Scheduled Reports​
Setting Up​
- Create or open a report
- Click Schedule
- Configure:
Frequency: Weekly
Day: Monday
Time: 9:00 AM
Recipients:
- manager@company.com
- team@company.com
Format: PDF
Report Types​
- Daily activity summary
- Weekly pipeline review
- Monthly performance report
- Quarterly business review
Dashboards​
Creating Dashboards​
Build custom dashboards:
- Go to Analytics > Dashboards
- Click New Dashboard
- Add widgets:
- Charts
- KPI cards
- Tables
- Leaderboards
- Arrange layout
- Save
Sharing Dashboards​
- Share with team members
- Embed in other tools
- Set as default for roles
Best Practices​
- Review Daily - Check key metrics each morning
- Weekly Deep-Dive - Analyze trends weekly
- Set Benchmarks - Establish performance targets
- Act on Insights - Turn data into actions
- Share Results - Keep the team informed