Business Dashboard
Live pipeline overview including active sales, fallthroughs, exchanged & completed properties, and banked revenue. Real-time data from all estate agent boards.
Global Invoicing Dashboard
Invoice status tracking across all boards — covering items to be invoiced, sent invoices, suspended invoices, and revenue summaries by estate agent.
Missing Data Report
Identifies properties with missing exchange or completion dates across all boards, helping maintain data accuracy and completeness in the sales progression records.
Monthly Revenue Report
Monthly fee revenue breakdown by Sales Progressor, driven by exchange dates. Includes 60/40 revenue split analysis, trend visualisations, and data quality alerts for missing dates.
Average Time to Exchange
Measures average days from MOS Sent to Exchange for each property. Tracks conversion efficiency by Sales Progressor and Estate Agent with fastest/slowest breakdowns.
Fallthrough Rate Report
Analyses fallthrough rates as percentages across Estate Agents and Sales Progressors. Colour-coded thresholds highlight areas needing attention with year-on-year comparisons.
Aged Pipeline Report
Flags live properties that have been in the pipeline for extended periods without exchanging. Grouped by age band with colour-coded alerts for weekly pipeline review meetings.