Reports and Dashboard for Real estate CRM

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Reports and Dashboard for Real estate CRM

Reports and dashboard management plays an important role in any business environment. In this article, we are going to explain how a real estate agent can benefit from reports and dashboards. Before we start, let us understand the difference between them. A report helps you analyze data by pulling information in an organized tabular or graphical format based on selection criteria like date range. A dashboard contains actions and is the pictorial representation of pending day to day items.

Therefore, for analyzing the win rate based on property type over a period of time can be a report and the showings lined up this week could be a dashboard. Leveraging these tools within the CRM, the users can .


Viewing crisp actionable real estate information in CRM dashboard

Action Items in Real Estate
In real estate management some of the important elements are managing properties and listings, responding to inquiries, scheduling of showings and generating contracts. The information can be shown as action items within the dashboard. modules are properties, listing, inquiries, contracts etc. real estate agents can view the key information of these modules on the dashboards of SuiteCRM and make the progress accordingly. Some of the key actionable information displayed through dashlets and reports on dashboards are shown below.

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Manage Real estate ListingsThis dashboard helps the real estate agents to view the new listings that have become available  in the market and assigned to the agents. The agents can view whether any of these match with the preference of any of the active prospects.

Agent ContractsThe solutions helps the agent focus on any pending actions that they might have in order to close the pending contracts. By prioritizing the same, the team can work at high productivity levels and win more deals.

Schedule a ShowingMore showings lead to more deals being closed. However, as the volume increases, to streamline this aspect, its important to have them marked in the calendar. This helps the agent work in an optimal manner and save effort and time.

Having these information on finger tips help the team to collaborate better and function efficiently by reaching out to a new lead in a faster manner and also by seamless exchange of information. For example, if a showing is scheduled for Jenna and for some reason she is unable to make it that day, she can request Sam to handle the same. Sam may accept the showing and save Jenna’s day.


Technology and Real Estate Vertical

Get to know how technology is shaping the US real estate market.


 

Steps for Adding a dash-let to dashboard

The above dashboards are a great start. But what if you need some other dashlets as well? Given below are the steps that can help you customize SuiteCRM home page.

Navigate to SuiteCRM homepage and click on SuiteCRM dashboard “Actions” button and Click on Add Dashlets from the drop-down.

Screenshot of navigating to SuiteCRM dashboard

Which will navigate below page and select the module you want to show on the dashboard from the modules tab.

Screenshot Selecting the module

Below is the image of SuiteCRM dashboard which displays key actionable information dashlets

SuiteCRM dashboard which displays key actionable information dashlets


Creating your own reports

Great. So we have learnt about having dashlets. Now lets look at reports. Within the CRM, a real estate agent can create their own reports and can display them on the SuiteCRM dashboard. We are listing the Steps for creating a report.

  • Navigate to “Reports” module and click on “Create Report”.
  • Enter the report name, Select the module, enter the value for charts per row and select fields, specify condition and add chart and click on save.

Example of creating a “Report” which displays total listings present based on listing status.

Enter the name, and select the module and charts per row etc., as mentioned in below image,

Screenshot of Module tree

In fields tab select the module from “Module tree” and select fields to be displayed in the Report.

Screenshot of Module tree

Navigate to charts tab and click on “ADD CHART” and enter the details like chart name and select chart type, X Axis, Y Axis fields.

Screenshot of navigate to charts tab

And click on “Save”.

Screenshot of save changes

Below is the report which displays listings based on “Listing Status”.

Screenshot of Report displays listings based on “Listing Status”.

Adding report to dashboard

Navigate to SuiteCRM homepage and click on “ACTIONS” drop-down and from modules section select “Reports” module.

Screenshot of adding report to dashboard

Click on “Edit” button of reports dashlet and select the Report you want display on the dashboard and click on “Save”.

Screenshot of Dashboard Reports options

Note: We can show the charts on dashboard only if “Only show charts” field is enabled and chart is selected from the Charts filed else only Report will be displayed on the dashboard.

Below is the Image of “Report dashlet” which displays the chart on the dashboard

Screenshot of Report dashlet

With the help of above procedure, a real estate agent can create Reports and manage the dashboards in SuiteCRM which will help him / her to understand and forecast the business process / growth.


Your Real Estate CRM journey along with us

We can help implement an optimized CRM solution for your real estate business. Read about how our real estate solution built on popular platforms can help your business to grow and reach new boundaries. Also discover, how it helps automate property search and takes care of your typical needs. Built on popular platforms, it inherits the reliability and robustness of the mentioned platforms.

SugarCRM SuiteCRM Real Estate CRM Solutions

Contact us for a free assessment of your business needs. This comes without any obligations and can save you a lot of time and effort.

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By |2018-08-22T16:55:01+00:00August 22nd, 2018|CRM, SugarCRM, SuiteCRM|0 Comments

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