Insights provides critical analysis of your deals, commissions and prospects.
WHAT'S NEW:
👉 Gain a better understanding of your YTD production, pipeline, and forecasting for deals that are expiring or closing soon - improve your knowledge of your own production
👉 Better planning and forecasting, get ahead of deals that are expiring and more proactively reach out to clients
Isolate Specific Data
Isolate Specific Data
Use the filters to isolate sets of data.
Select to view data over a specific period of time and/or hide commission data.
View data by deal type, across all deals or status.
When applicable specific views will have additional filter options. Click the carrot to select a different view option.
Forecast
Forecast
Look ahead to what's projected to close over the next quarter and year.
Heat Map
Heat Map
Review which markets are producing the most prospects and commissions.
Get the most from your Broker Insights by updating your commissions in each deal's settings.