Every number — down to the records behind it
Deals, enquiries and the team’s work in ready dashboards worked out from the records themselves. An agent sees their own numbers, a manager their team, the owner everything.
Try the manager’s dashboard
A demo with made-up agents and numbers: the ready “Sales and deals” dashboard through the eyes of the owner and of a manager.
- Ready dashboards
“Sales and deals”, “Enquiries and response”, “The team” and “Portfolio” — in every plan.
- Your own scope
Filters only narrow things down: someone outside your scope gives an empty result, not more data.
- On a schedule or at a threshold
A report every day, week or month — or an alert when a 7-day number goes above or below a value.
What you can see in one place
The funnel
From enquiry through first contact and a conversation to a deal — for the period’s enquiries.
Day × hour
When enquiries arrive — by day of the week and hour.
Top 10 by agent
Commission, deals or viewings by person or office — the top ten and “Others”.
The sources
A breakdown by client source and enquiry source — where the work comes from.
A row for every person
Calls, viewings, enquiries and deals — in one table.
Your own dashboard (Pro)
A metric, a breakdown and a view — or you ask in words and AI picks from the catalogue.
Who sees and does what
Roles with permissions
Each role has its own permissions, and an exception can be given to one person — 270 separate permissions.
Hierarchy
Managers over managers — no limit on levels. Everyone sees the people below them.
Organisation chart
The agency’s structure as a tree — from the owner to the newest agent.
Secure sign-in
2FA and PassKey for everyone, and admin access can be locked to the office’s IP addresses.
What is in which plan
| Starter | Core | Pro | |
|---|---|---|---|
| Ready dashboards with Excel export | ✓ | ✓ | ✓ |
| Scheduled reports, threshold alerts, no-login links | ✓ | ✓ | ✓ |
| Analytics by agent | ✓ | ✓ | ✓ |
| Agents, offices, roles and permissions | ✓ | ✓ | ✓ |
| Organisation chart | ✓ | ✓ | ✓ |
| Your own dashboards and asking in words | — | — | ✓ |
- Starter is for one office and up to 3 agents; with a fourth agent or a second office the plan moves to Core.
- Below Pro, custom dashboards already created stay read-only.
Frequently asked about reports
Does an agent see their colleagues’ numbers?
No. Everyone sees their own scope: an agent their own numbers, a manager their team, full access everyone.
Can I download the report in Excel?
Yes. The dashboard downloads as CSV or Excel — one sheet per chart — and can be printed or saved as a PDF.
Can the owner get a report without logging in?
Yes. A scheduled report can have an external recipient — an owner or investor — who gets a snapshot of the numbers by a no-login link, valid for as long as you choose. The link shows only the numbers and charts, with no client names.
What is a threshold alert?
A number for the last 7 days — new enquiries, say — is checked every 15 minutes, hourly or once a day. If it goes above or below the value, the recipients hear about it, at most once a day.
Can I build my own dashboard?
On the Pro plan, yes: you pick a metric, a breakdown and a view, or ask in words and AI picks from the catalogue. A ready dashboard can be duplicated and changed, while the original keeps updating.
See your agency in numbers
In the demo we open the dashboards with sample data and show what the manager sees and what an agent sees.
