1. Real Estate CRM
  2. Reports and analytics
Reference

Reports for the questions your team asks

Understand the property pipeline, viewing evidence and the reasons behind recorded outcomes.

Overview
Real Estate CRM · Overview

Real Estate CRM dashboard

This quarter

Property visits in view
6
Total asking price
3,130
Draft
6
Visit at in 14 days
3

Opportunities by status

How far records got this quarter

StageReachedStep
New41
Qualified2356%
Proposal1670%
Negotiation850%

Expected value USD by status

Sample totals per stage

3.0k0
3.0kNew
2.0kQualified
2.0kProposal
2.0kNegotiation
2.0kWon
Example screen with sample data

Questions to answer

Opportunity Value by Stage List

What expected USD value sits in each commercial stage and authorized brokerage organization?

Owner Pipeline Grouped

Which owner is responsible for upcoming opportunities and their recorded probability?

Close Date Exposure List

Which open opportunities need attention because their expected close date is approaching or has passed?

Viewing Schedule Detail List

Which stored viewing windows belong to each property and agent, and when do their holds expire?

Visit Decision Register Grouped

Which visits are submitted, approved or completed, and what feedback belongs to each revision?

Activity Evidence Detail Grouped

Which conversations and next activities explain the opportunity's commercial progress?

Outcome Evidence Register Grouped

Which evidence and independent decisions support a Won or Lost result?

Receipt Discrepancies List

Which recorded operation claims need investigation before completion can be confirmed?

More reports

Listing Price Register List

List Properties with property type, asking price USD, listing status and owner consent for listing-context review.

Set up Real Estate CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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