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Trends

The Trends page gives you interactive charts to analyze your team’s performance patterns over time. Use it to spot growth, identify slow periods, and make data-driven decisions about where to focus.

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Three Views

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Production

Shows your team’s closed production month by month:
  • Bar chart — Units closed and GCI side by side for each month
  • Line chart — Total sales volume as a trend line over the year

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Financials

Overlays three financial metrics on a single bar chart:
  • GCI — Gross commission income earned
  • Expenses — Operating costs for the month
  • Net Profit — What remains after expenses

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Lead Gen

Shows lead generation activity as trend lines over time:
  • Contacts — Total prospecting contacts made each month
  • Listing Appts — Listing consultations held
  • Buyer Appts — Buyer consultations held
Compare this chart against your Production chart. You should see lead gen activity reflected in closings roughly 30 to 90 days later.

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Filtering by Agent

Team leaders can view trends for the entire team or drill down to a single agent.
  • Use the Production chart to identify your historically slow months and plan campaigns to offset the dip
  • Use the Financials chart to confirm that revenue growth outpaces expense growth
  • Use the Lead Gen chart to hold agents accountable. Consistent inputs produce consistent outputs