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
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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This 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.
The 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.
More 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.
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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.
Which will navigate below page and select the module you want to show on the dashboard from the modules tab.
Below is the image of 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,
In fields tab select the module from “Module tree” and select fields to be displayed in the Report.
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.
And click on “Save”.
Below is the report which 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.
Click on “Edit” button of reports dashlet and select the Report you want display on the dashboard and click on “Save”.
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
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.
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