Reports Guide

Reports give you visibility into how your organization is performing — how active your team is, how your revenue is tracking, and where each listing stands in the transaction process.

Reports are refreshed periodically and each page shows when the data will next update.

Activity Report

The Activity Report gives you a picture of how much work is being done across your organization, and how each team member is contributing. Navigate to Reports → Activity.

Filtering by Period

Use the Filter dropdown at the top of the page to choose the time period you want to review. You can filter by:

• A specific year (e.g. 2026)
• A specific quarter within a year (e.g. Q1 2026)
• A specific month (e.g. January 2026)

All figures on the page update to reflect the selected period. Each metric also shows the equivalent figure from the previous period so you can see at a glance whether activity is trending up or down.

Metrics

The metrics section shows four organization-wide counts for the selected period:

Each metric shows an up or down arrow when the figure has changed compared to the previous period.

Leaderboard

The leaderboard breaks down the same metrics by individual team member, so you can track each person’s productivity. It also includes two revenue figures:

• Received — Invoiced revenue that has been marked as received for listings coordinated by this team member.
• Pipeline — Anticipated commission revenue from listings with an agreement date, coordinated by this team member.

The top performer in each column is highlighted with a crown. Figures that have increased since the previous period are shown in green; figures that have decreased are shown in red.

Performance Report

The Performance Report focuses on revenue and the progression of your listings through the transaction pipeline. Navigate to Reports → Performance.

Filtering by Year

Use the Filter dropdown to select the year you want to review. Unlike the Activity Report, the Performance Report filters by year only.

Metrics

The metrics section shows six figures for the selected year, each compared against the previous year:

Revenue

The difference between these three figures reflects where your deals currently stand. Anticipated revenue is the broadest figure — it includes any listing where terms have been agreed. Expected revenue narrows this to listings that have exchanged. Received revenue is only what has actually been invoiced and paid.

Transaction milestones

Pipeline

The pipeline table shows each active listing that has reached at least one milestone — agreement, exchange, or completion — within or before the selected year. It is intended as a live view of deals in progress.

For each listing the pipeline shows:

• Coordinator and agents — The team member responsible for the listing, plus any secondary or tertiary agents involved.
• Listing and parties — The listing’s private reference, the vendor’s name, and the applicant’s name.
• Price and commission — The agreed or published price, the commission percentage, and the resulting anticipated revenue figure.
• Received revenue — The total of all invoices for this listing that have been marked as received.
• Timeline — The dates for each milestone:
  • Agreement date (shown in blue)
  • Exchange date (shown in yellow)
  • Completion date (shown in green)
  • N/A is shown for any milestone not yet reached.

Once a listing has completed and its status has been set to Closed (or Cancelled), it will no longer appear in the pipeline. Keep listing statuses up to date to ensure the pipeline remains accurate.