CRM Feature spotlight – Sales & Lettings Reporting

If you’re looking for a faster way to view and understand performance data, the new Sales & Lettings Reporting dashboards bring it all together in one clean, real-time view. No need to switch between multiple reports – everything you need is now in one place.

With these dashboards, you can:

• See separate views for Sales and Lettings – tailored to your role.
• Switch between snapshot and pipeline – get the big picture or focus on what’s ahead.
• Apply custom filters – drill down by branch and date range.
• Use interactive tooltips – so you know exactly what each number represents.

Managers can track KPIs like appraisals, listings, offer-to-instruction ratios and tenancy move-ins. Negotiators can monitor their own performance and spot opportunities to push deals forward. And, it is specific to your profile and roll, so you can control what each member of the team sees.

This isn’t just a reporting tool – it’s a decision-making tool. By keeping these insights live and accessible, you can spot trends early, focus your team’s efforts, and act quickly to close more deals.

This is available now, to get started view our help centre article, contact your account manager or if your not currently using CRM and want to find out more book a demo.

Watch the full CRM Reveal to find out what’s new