Accessing Analytics
Go to Intelligence > Analytics from the main navigation.Performance Metrics
Transaction Analytics
Track your deal performance:| Metric | Description |
|---|---|
| Deals Closed | Number of completed transactions |
| Total Volume | Dollar value of all transactions |
| Average Sale Price | Mean price of your closed deals |
| Commission Earned | Your total earnings |
| Average Days to Close | Time from contract to closing |
Filtering and Comparison
Filter your data by:- Time period - This month, quarter, year, custom range
- Transaction type - Buyer, seller, or both
- Property type - Residential, commercial, land
- Price range - Segment by deal size
- Select your primary time range
- Click Compare to
- Choose a comparison period
- View side-by-side metrics
Pipeline Analytics
Understand your sales pipeline:Pipeline Stages
See how many opportunities are at each stage:| Stage | Count | Value |
|---|---|---|
| New Leads | X | $X |
| Contacted | X | $X |
| Qualified | X | $X |
| Active | X | $X |
| Under Contract | X | $X |
Conversion Rates
Track movement through your pipeline:- Lead to Contacted: X%
- Contacted to Qualified: X%
- Qualified to Active: X%
- Active to Closed: X%
- Overall Lead to Close: X%
Pipeline Velocity
How quickly deals move through your pipeline:- Average time at each stage
- Deals that are stalling
- Fast-track deals (and what made them fast)
Activity Analytics
Track your engagement levels:Activity Summary
- Total activities logged
- Activities by type (calls, emails, meetings, etc.)
- Activities per contact
- Activity trend over time
Activity Effectiveness
Understand which activities lead to results:| Activity Type | Count | Conversions | Conversion Rate |
|---|---|---|---|
| Phone Calls | X | X | X% |
| Emails | X | X | X% |
| Text Messages | X | X | X% |
| Meetings | X | X | X% |
| Property Showings | X | X | X% |
Optimal Patterns
Analytics identifies patterns in your successful deals:- How many touches before conversion
- Best times of day to reach people
- Ideal follow-up frequency
- Most effective activity sequences
Lead Source Analytics
Track where your leads come from and their quality:Source Performance
| Source | Leads | Closed | Revenue | Cost | ROI |
|---|---|---|---|---|---|
| Zillow | X | X | $X | $X | X% |
| Referrals | X | X | $X | $0 | ∞ |
| Open Houses | X | X | $X | $X | X% |
| Social Media | X | X | $X | $X | X% |
| Website | X | X | $X | $X | X% |
Quality Metrics
Beyond quantity, understand lead quality:- Conversion rate by source
- Average deal value by source
- Time to close by source
- Lifetime value by source
Client Analytics
Understand your client base:Client Demographics
- Geographic distribution
- Property type preferences
- Price range distribution
- Buyer vs. seller split
Client Lifetime Value
Track the long-term value of client relationships:- Repeat transactions
- Referrals generated
- Total revenue per client
- Years of relationship
Engagement Patterns
How clients interact with you:- Response rates
- Preferred communication channels
- Engagement with content
- Website and email activity
Market Analytics
Track local market conditions:Market Overview
- Median home prices
- Price trends (up/down/flat)
- Inventory levels
- Days on market
- Sale-to-list ratio
Competitive Landscape
Understand your position:- Market share trends
- Transaction volume ranking
- Average price point comparison
- Specialty areas performance
Using Analytics
Setting Benchmarks
Create targets to track against:Set Your Goals
Enter targets for key metrics:
- Monthly transactions
- Revenue target
- Lead conversion rate
- Activity levels
Identifying Issues
Analytics helps spot problems:- Declining conversion - Something’s broken in your process
- Low activity - Not enough engagement
- Long time at stage - Deals are stalling
- Poor source ROI - Money being wasted
Taking Action
When you spot an issue:- Drill down to understand the cause
- Look at specific deals or time periods
- Identify what changed
- Make targeted improvements
- Monitor the impact
Best Practices
Review weekly
Review weekly
Set aside 15 minutes each week to review your analytics. Catching trends early prevents bigger problems.
Focus on leading indicators
Focus on leading indicators
Activity levels and pipeline movement predict future results. Don’t just track closed deals.
Compare apples to apples
Compare apples to apples
When comparing periods, account for seasonality. Compare to the same period last year, not just last month.
Act on insights
Act on insights
Data is only valuable if you use it. When analytics reveals an opportunity or problem, take action.