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Reports

Team performance and the Response breakdown

Read the per-person performance table, then switch to the Response breakdown to see every client by the last response logged on them and drill down to the list.

Team performance

  1. Open Reports › Performance.
  2. Choose Last 7 days, Last 30 days (the default) or Last 90 days at the top right.
  3. Read one row per person: Registered, Holding, Direct walk-ins, Via partner, Follow-ups logged, Client visits, Partner meetings, Due today, Overdue, Completed, Qualified, Dumped and Booked. Hover a column heading for a one-line definition; the exact rules are in Reports overview.
  4. The Total row sums the people you can see. Below the table, Channel partners today, Partner activity in the period and Agents who came with clients show the partner side of the same period. A channel partner firm sees neither these cards nor the Via partner and Partner meetings columns: its sub-brokers are in the Brokerage and Sub-broker bills reports instead.

Response breakdown

Click the Response breakdown tab. Each client is counted once, under the last response logged on them (Qualified, Not Connected, Booking Done, Not Interested, and so on, in the order of your company’s dropdown lists). Clients with no response yet fall under Not updated.

  1. Choose the period: Last 7 days (default), Last 30 days, Last 90 days or All time. The period applies to when the last response was logged.
  2. Switch By response to By sub-response to split each column (for example Qualified › Site Visit Done).
  3. Click Filters to narrow by Lead source, Project, Property type, Employee, Response type, Sub-response type, Enquiry date and Follow-up date. Active filters show as chips you can remove one by one, or all at once with Clear all.
  4. Each row is a person; a row marked team is a manager with reports. Click it to drill into that team, and use the Company › Name breadcrumb to come back up.
  5. Click any count to open the matching clients: Client, Project, Held by, Last response, Responded on, Next follow-up and Source, 25 at a time. Back to breakdown returns to the table.

The Filters dialog

  • The whole view (period, grouping, filters, drill-in) is kept in the page address, so you can bookmark a view or send the link to a colleague who has the same reach.
  • Others in your reach appears at the top level when you can see clients outside your team (for example unassigned leads, if you can see them), so the total matches the Clients page.
  • Follow-up dates match clients with an open follow-up due in that range; project and property type match any project interest on the enquiry.

Updated on 29 October 2026