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.
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