Automated Reporting
The Automated Reporting feature in Estate Mailer is a comprehensive tool designed to provide real estate professionals with insightful and detailed analytics across various aspects of their business.
Client and Prospect Insights
This category focuses on tracking and analyzing your customer base and lead interactions. It includes the total count of customers and leads, conversion rates, and insights into the most successful staff in lead conversion. Essential for understanding client growth and lead management effectiveness.
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Total Customers
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Total Leads
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Total Converted Leads
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Top 10 Staff with Most Converted Leads
Financial Health and Expense Management
Gain a comprehensive view of your financial standing with detailed reports on expenses, income versus expenses comparison, and categorized expense analysis. This category is crucial for financial planning and budget management.
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Total Expenses
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Income vs Expenses
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Expenses Based on Categories
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Payments Based on Payment Modes
Team Productivity and Efficiency Analysis
This group offers insights into team performance, highlighting staff efficiency in task completion and customer service. It's valuable for recognizing top performers and understanding staff productivity dynamics.
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Top 10 Staff with Most Completed Tasks
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Top 10 Staff with Most Closed Tickets
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Tasks Report
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Tickets Report
Contract and Sales Tracking
Monitor the progress and status of contracts, proposals, and estimates. This category helps in tracking sales activities, proposal success rates, and potential business opportunities.
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Total Contracts
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Proposals Report
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Estimates Report
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