Module · Owner reports
4 featuresGroup: Team and resultsQuestions: 3
What it does
What Owner reports does
Numbers from the work itself
Everything is calculated from deals, activities and targets the team enters anyway. Nobody fills in anything extra.
Funnel and forecast
You see how many calls turn into meetings and how many meetings into agreements, and what to expect next month.
Where the deals come from
Referrals, advertising, portals or your own database, split by commission rather than by number of contacts.
By email and as a PDF
The monthly summary arrives automatically on the first of the month, and downloads as a document for a partners' meeting.
Commissions, month
77,500 PLN
Calls, week
312
Active listings
48
The team this month
Needs attention
Thomas has not called in four days and has six overdue contacts.
The problem
Why this hurts
The owner asks for a summary, the agents build one in a spreadsheet on the fly, and the numbers do not agree with each other. Decisions get made on impressions.
Who it is for
For the owner and the director. A manager sees their own team's work, without the amounts on other people's commissions.
Questions
Before you ask
The questions that come up about this module on the first call.
Does the report arrive automatically?
Yes, the monthly summary goes out by email on the first of the month. You can also generate it at any time and download it as a PDF.
Can I see where the deals come from?
Yes, split by source and by commission rather than by number of contacts. A referral that produced one big deal does not disappear behind an ad campaign that produced twenty cold leads.
Can I show the report to business partners?
Yes, that is what the PDF export is for: a typeset document with charts, ready to print for a meeting.
The rest of the system
Team and results
What the team does, what it delivers and who can see what.
Goals and pipeline
The annual target, broken down into what the agent does today
Owner dashboard
For the first time, you see the agency in numbers
AI Coach
Agents rehearse the hard conversations on AI, not on your clients
Technique library
Conversation techniques and scripts you can practise right away
Roles and permissions
Everyone sees exactly as much as they should
Team chat
Office conversations stay in the office
Leave and cover
An agent on holiday, clients still served
See it on your own data
A 30-minute call. I will show what owner reports would look like in your agency, on your clients and your commission model.