Help / Video tutorials / Teams & brokerages
Reports
See what your brokerage closed, how fast, and how clients rated it, by team and agent, and export it.
1:25 · Captions included · 3 chapters
Updated since this video was made
- New (Oct 31, 2026): a “Last month” period, next to This month. The monthly summary email's Open Reports button opens it.
- Changed (Nov 1, 2026): Each deal counts on its “Closed on” day — asked when an agent closes a completed sale — in your brokerage’s time zone (an office view uses that office’s zone). The CSV has a “Closed on” column.
- Changed (Nov 1, 2026): The “Live now” tile is now “Pending volume”: the purchase prices of open deals today, with how many have no price. Custom dates (From, To, Apply; up to 3 years) join the preset periods. Every table has Live deals and Pending volume columns, “Closings by month” covers the 12 months ending with the period, and a brokerage view covering several offices gets a “By office” table. The CSV has all of these, in that order.
Read the transcript
Reports shows what your brokerage closed, how fast, and how happy clients were. Every number comes from real deals.
It starts when a sale closes. The client's closed board asks: how did it go? Zero to ten.
Taylor's buyer picks eight and sends it. Only Taylor and the brokerage see it.
Closed sales: four this month, plus one that fell through. A deal counts in the period it was marked closed.
Volume adds up the purchase prices. Average days to close counts from contract acceptance to closed: thirty-seven here.
Closed on time means within two days of the contract date. Client score averages every answer: 9.3, from four. And how many deals are open right now.
Switch the period: this month, the last thirty days, this quarter or this year.
Pick a team or an office, and every number narrows to it. Here, just the Valley Team.
Below, the same numbers by team and by agent: who's closing, how much, how fast, and how their clients felt.
Download CSV saves the by-agent numbers for the period and view on screen, ready for any spreadsheet.
Team leaders and office managers get Reports too, for their own team or office only. This is Avery's Foothill Team.
Closed sales, days to close, client score and a CSV, for any period and any team.
That's Reports for your team or brokerage.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Teams & brokerages
2:58Brokerage setup wizardSet up your team or brokerage: who you are, your branding, your people, and you're ready to go.
1:56Inviting your rosterBring your agents and TCs into your brokerage: paste a list, upload a spreadsheet with team and office columns, share a join link, or verify your email domain.
2:05The command centerRun your brokerage from one page: the AI morning brief, tiles that filter deals, office and team views, nudges and reassigning a deal.