Product › Overview › Dashboard & analytics
Know how your business — and every agent — is performing
One dashboard for new leads, site visits, open deals and revenue, with a scored leaderboard that makes agent performance visible and fair.
Dashboard & analytics: what you get
- Live KPIs. New leads, visits, negotiations, deals and revenue update as your team works, with period-over-period change.
- Conversion funnel. See where leads drop between lead, visit, negotiation and deal, so you know what to fix.
- Agent leaderboard. Scored, periodic rankings with insights, built from real pipeline activity rather than self-reporting.
- Business overview & saved views. Role-aware analytics: owners see the whole business, managers their branch, agents their own numbers.
- Multi-currency reporting. Listings and deals in different currencies roll up into your reporting currency using daily exchange rates.
How it works
- Pick a period and (optionally) a branch or agent.
- Read KPIs, funnel and trends at a glance.
- Open the leaderboard to coach or reward the team.
- Drill into any number to the records behind it.
Where Realto AI helps
- AI briefs summarise the period in plain language.
- Realto AI flags the leads, visits and negotiations that are dragging the numbers down.
For your agents
Agents get a personal overview with KPIs and day-by-day trends against the previous period. Explore the Realto agent app.
Plan availability: Part of the CRM module — included in every plan, including Free.