Why great leaders don’t start their day running reports

You’ve got 20 minutes before your first meeting.

Do you really want to spend it opening five different reports to check appraisals, listings, arrears, vacancy and team performance?

Probably not.

You want to know whether the business is heading in the right direction and, more importantly, whether there’s anything you need to pay attention to today.

Most agencies aren’t short on data. There’s plenty of it.

The harder part is finding the time to look through it all.

You’ve already got enough reports

Think about how many reports your agency could run right now.

• Sales reports
• Property management reports
• Appraisal reports
• Arrears reports
• Office reports
• Individual performance reports

Then there are the spreadsheets sitting in someone’s inbox and the report someone exports every Friday because that’s how they’ve always done it.

You could spend hours looking through the numbers.

And after all of that, you still need to work out what really matters.

That’s where reporting can start to become a job in itself.

What do you really need to know?

The answer will be different for everyone.

A principal might want to know whether appraisal numbers are dropping across the business.

A sales leader might be watching listing conversion or average sale value.

A property management leader might care more about arrears, vacancy or what’s happening across individual portfolios.

You probably don’t need every number, every morning.

You need the handful of numbers that tell you whether things are moving in the right direction.

And you need to know when something changes.

Pay attention when something changes

Let’s say your appraisal numbers usually sit around the same level each month.

You don’t need to open a report every morning just to check they’re still there.

But if they suddenly start dropping? That’s worth knowing about.

The same goes for arrears.

If your arrears percentage is sitting where you’d expect it to be, great.

If it starts creeping above the level you’re comfortable with, you probably want to know sooner rather than at the end of the month.

Vacancy is another good example.

A small change might not look like much on its own.

If it keeps moving in the wrong direction over several weeks, that’s a different conversation.

This is where alerts can be much more useful than another report.

Watch how Pulse helps you stay on top of the numbers that matter.

Let the important numbers come to you

Pulse in Analytics+ lets users keep an eye on the numbers that matter to them without having to constantly go looking for them.

You might want to see your arrears percentage every Monday morning.

Maybe you want to know when vacancy reaches a certain level.

Or perhaps you want appraisal numbers, listing conversion or average sale value sitting together because those are the KPIs you care about most.

Those data points can be added to Pulse and tracked in one place.

You decide what you want to keep an eye on and how often you want to see it.

That makes reporting much easier to fit around the way you actually work.

Your principal doesn’t need the same view as your property manager

This is another area where traditional reporting can get a little messy.

Different people need different levels of detail.

A principal overseeing five offices might want to know which office has seen a drop in appraisal activity.

The sales leader in that office might then want to look at performance by agent.

The individual agent probably just wants to know how their own appraisals and listings are tracking.

Same business. Same data. Different questions.

Analytics+ lets teams look at performance at a high level and then drill down when they need more detail.

It means the board doesn’t need to wade through individual agent numbers, and an agent doesn’t need to dig through a company-wide report to understand their own performance.

Everyone gets closer to the information that’s actually useful to them.

Knowing sooner gives you more options

There’s a big difference between spotting a trend as it’s happening and discovering it three times later.

If appraisal activity starts dropping, you can look at prospecting activity.

If vacancy starts climbing, your PM team can investigate what’s happening.

If one office suddenly improves its listing conversion, you can dig into what’s working and see whether other teams can learn from it.

None of those decisions need another 20-page report.

They need the right information at the right time.

Give your attention to the things that need it

Your agency will always produce plenty of data.

And there’ll always be another report you could run.

The useful bit is knowing which numbers deserve your attention today.

That’s where good business intelligence can make life a lot easier.

Instead of spending your morning searching for something that might be wrong, you have a clearer view of what’s changing and where you might need to take a closer look.

Which leaves more time for the part that really matters: doing something about it.

Keep an eye on what matters with Analytics+

Analytics+ gives sales and property management teams a clearer view of the KPIs that matter to them, with dashboards, benchmarking, scheduled reporting and Pulse alerts designed for real estate.

See something you want to investigate? You can drill down for more detail.

Want to keep an eye on a particular KPI? Add it to your Pulse.

And that means more time understanding what’s happening across your business.

Want to see how it works? Book a personalised demo with our team.