Agent Performance

Report Details

The Agent Performance Report shows the following details for each deal type that matches the selected parameters:

• Agent #: The agent ID, this is an internal SkySlope Books field
• Agent: This shows the agent's name
• Anniversary: This shows the agent's anniversary date
  Note: The date shows the month and year.
• Buyer: This shows the sum of Buyer deals the agent has for the selected parameters
• Seller: This shows the sum of Seller deals the agent has for the selected parameters
• Referral: This shows the sum of Referral deals the agent has for the selected parameters
• Rental Owner: This shows the sum of Rental Owner deals the agent has for the selected parameters
• Tenant Owner: This shows the sum of Tenant Owner deals the agent has for the selected parameters
• Volume: This shows the sum of Sales Price for the deals
• GCI: This shows the sum of the Gross Commission for the deals
• Comm.%: This is the average Commission % for the deals

Report Parameters

You can create the Agent Performance report using the parameters below.

Time Period

You can choose from the following options:

• Today: This will show any deals that are closing today
• Yesterday: This will show any deals that closed yesterday
• Current Week: This will show any deals that close during the current week (Sunday - Saturday)
• Current Month: This will show any deals that close during the current month
• Current Quarter: This will show any deals that close during the current quarter
• Current Year: This will show any deals that close during the current year
• Last Week: This will show any deals that closed last week (Sunday - Saturday)
• Last Month: This will show any deals that closed last month
• Last Quarter: This will show any deals that closed during the last quarter
• Last Year: This will show any deals that closed last year
• Date Range: This lets you select a custom date range for the closing dates

Transaction Type

You can choose between deals with the following transaction types:

• Sale - Buyer
• Sale - Seller
• Rental - Tenant
• Rental - Owner
• Referral

Status

You can choose between deals with the following deal statuses:

• Opportunity
• Active
• Pending
• Closed
• Processed
• Cancelled

Deal Approval

You can choose between approved and unapproved deals.

Report Tagging

Here, you can select deals that have tags.

Entity

This lets you view deals for a specific entity. You can choose between all the profiles in your company and the company itself. If the selected entity is a Profile, the report will only show deals where the entity is the primary agent.

Division

This lets you view deals that are part of the selected office.

Updated January 02, 2024 23:34