How to Run a Report

Modified on Fri, 15 Dec 2017 at 02:27 PM

Step 1. Navigate to the Reports Tab on the left Tool Bar 


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A. Sales - Closed Rate By Agent


Choose Date Range you wish to Search


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B. Sales - Closed Rate By Lead Source


Choose Date Range you wish to Search


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C. Sales - Closed Rate By Month


Choose Year you wish to Search


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D. Sales - Closed Rate By Month & Agent


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E. Sales - Closed Sales By Year


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F. Sales - Closed Sales By Year By Agent


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G. Sales - My Closed Sales By Month (Current Year)


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H. Referrals


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I. Financials - Monthly Summary


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