Reporting
Lead volume, conversion, activity and revenue, without an export first.
The numbers a manager asks for on a Sunday morning, available on the Sunday morning rather than after somebody rebuilds a spreadsheet.
Clix reporting covers lead volume by source, conversion by stage, agent activity, listing pipeline and revenue by month, with filters for branch, team and date range, and export where a figure needs to leave the system.
The reports that get asked for
Lead performance, agent activity, listing pipeline and revenue. Filtered by branch, team and period.
- Leads by source and by stage
- Conversion and loss reasons
- Activity per agent
- Listing pipeline and permit expiry
- Revenue by month
Clix interface shown with sample workspace data
Scoped the way the company is
A branch manager sees their branch. A team lead sees their team. An administrator sees everything. Reporting inherits the same permissions as the rest of the workspace.
- Branch and team scoping
- Role based visibility
- Date range comparison
- CSV export
More of the platform
Further reading
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