Reports and dashboards
Access pre-built reports, agent leaderboards, and visual dashboards.
Overview
Realatic provides comprehensive reporting and analytics for data-driven decisions.
Dashboard
Key metrics at a glance: total leads, conversion rate, revenue, follow-up completion, average response time. Visual widgets include pipeline funnel, source breakdown, agent performance, and today's tasks.
Available Reports
Lead Reports
- Lead Source Analysis
- Pipeline Velocity
- Lead Aging
- Conversion Funnel
Sales Reports
- Bookings Report
- Revenue Report
- Collections Report
- Outstanding Dues
Team Reports
- Agent Leaderboard (ranked by bookings, calls, follow-ups)
- Activity Report
- Response Time Report
- Follow-up Compliance
Project Reports
- Inventory Status
- Project Sales Progress
Exporting
All reports can be exported as PDF or Excel, and scheduled for auto-delivery via email.