Staff > Staff details > Activity button


TABLE OF CONTENTS


Open any Staff profile and use the Activity button to report on your Agents key activity.

Available for Selling Agents only


Agent performance reports can be created for; Listings, Sales and Agent earnings

  • Volume of Listings
  • Number of Sales 
  • Amount paid - Earnings 

Listings

Click on the Activity button and select the listings option

Details report option

If you select the details checkbox you will get a list of all of the Listings (and Appraisals ) that make up your summary report.


Understanding the Listing Activity report

A listing will be displayed if the agent is either agent 1 or 2 on a Listing.

Available Listings will be included when the Listing has been changed to Available.

The green line on the Summary charts indicates that number of Listings for the previous year (this is only available on the 1 year view)

A listing that is Listed and Sold within the data range of your report will appear twice. Once as a New Listing and again as a Sold Listing.

Sales

With Sales activity option you can report on New Sales, Unconditional Sales and Released sales.

Show charts option.


Date Range drop down - You can select quick Date Ranges, e.g. Current Month … or scroll to the bottom and input your own custom range.


Notes. Understanding the Sales Activity report

  • This report includes the Sales where the Agent has been attached to a Sale.
  • One Sale can only count as 1, if there are two agents on the sale then they will be allocated 50% of the Vol, Sale Price and commission into office.
  • Important An Agent may be attached to a Sale but not the Listing. This is because a sale can have unlimited agents attached.
  • Sales that have been marked Unconditional within the date range that you have selected.
  • The green line on the Summary Charts indicates the number of Sales for the previous year (this is only available on the 1 year view)

Earnings

Activity > Sales - earnings


These reports are only available if you are paying your Agent vis Sales> Clearing module

The Earnings activity report is report of the money paid to your agents.


This includes; commission paid as well as withholding tax deducted and Taxable and non taxable journals.


Understanding the Sales Earnings Activity report

  • This report includes all Sales where the Agent has been paid for a Sale.
  • Sale transactions that have been Paid within the date range that you have selected.