What is a Real Estate
Agent Sales Ranking Dashboard
? Agent sales ranking dashboards are considered performance benchmarking tools and are used by executives and sales leaders to closely track how each real estate agent is performing. Some of the main functionality in this type of graphical report is that it is parameter driven and displays sales metrics both graphically and as figures (below the chart section seen in the image below). The first chart shows real estate agents ranked by sales amount for the period and with comparison of actual and budget. The second chart shows agents ranked by unit sales. You find an example of this type of graphical report below.
Purpose of a Real Estate
Agent Sales Ranking Dashboards Real Estate companies use Agent Sales Ranking Dashboards to give leaders an easy way to see high-, mid- and low sales performers in real time. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its agent strategies and increase revenues, and it can reduce the chances that low performers are left without support or other tactical action.
Example of a Real Estate
Agent Sales Ranking Dashboard Here is an example of a Real Estate Agent Sales Ranking Dashboard with actual to budget variances and agent ranking. [caption id="" align="alignnone" width="2560"]
Example of an Agent Sales Ranking Dashboard for Real Estate Companies[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Graphical report
? The typical users of this type of graphical report are: Sales Executives, CFOs, regional sales managers, budget managers and agents.
Other Reports Often Used in Conjunction with
Agent Sales Ranking Dashboards Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Agent Sales Ranking Dashboards, along with detailed sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
Example of an Agent Sales Ranking Dashboard for Real Estate Companies[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Graphical report
? The typical users of this type of graphical report are: Sales Executives, CFOs, regional sales managers, budget managers and agents.
Other Reports Often Used in Conjunction with
Agent Sales Ranking Dashboards Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Agent Sales Ranking Dashboards, along with detailed sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- View a Real Estate industry white paper and other industry-specific information here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards
June 30, 2021
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