Real Estate CRM Reports & Analytics - Data-Driven Decisions
10+ report types including lead funnels, source ROI, agent leaderboards, and collection tracking. Stop guessing and make data-driven decisions with real-time dashboards.
Top Source: Facebook — 34% conversion
Conversion Funnel
Why do agencies fly blind?
No data visibility
The owner asks: 'How many leads came in last month?' No one knows the exact number. Data is scattered across WhatsApp, Excel files, and agent memories. Decision-making is based on gut feel.
Can't track which source works
You spend ₹3L/month on Facebook, ₹2L on Google, ₹1L on 99acres. But which source actually generates bookings? Without source-to-booking tracking, you're wasting money on channels that don't convert.
No agent performance visibility
Which agent closes the most deals? Who has the best follow-up compliance? Who wastes the most leads? Without leaderboard data, you can't reward top performers or coach underperformers.
Manual Excel reports take hours
Every Monday, someone compiles data from multiple sources into an Excel report. It takes 2-3 hours, is always outdated by the time it's ready, and nobody trusts the numbers.
How does Realatic reporting work?
10+ report types, real-time dashboards, custom date ranges - every metric you need to optimize sales and marketing.
Lead Conversion Funnel
Visualize your pipeline: Total leads → Contacted → Qualified → Site Visit → Negotiation → Booking. See where leads drop off and fix the bottlenecks. Filter by source, project, agent, or date.
Source ROI Analysis
Track every source from lead to booking: Facebook (200 leads, 5 bookings, ₹2.5Cr revenue, ₹2L spend = 12.5x ROI). Know exactly which channel deserves more budget and which to cut.
Agent Performance + Leaderboard
Real-time rankings by leads handled, site visits, bookings, revenue, response time, and follow-up compliance. Use data for incentive calculation, performance reviews, and coaching.
Collection Report
Track payments received vs expected: total collection this month, overdue amounts, upcoming installments, and buyer-wise payment status. Finance teams get real-time visibility into cash flow.
Follow-Up Compliance
Per-agent metrics: on-time follow-up rate, average response time, overdue count, and total tasks completed. Identify agents who need process training and reward those who follow the system.
Owner Weekly Digest
Every Monday: total leads, site visits, bookings, collection, top agent, and week-over-week trends - delivered to your WhatsApp or email. Stay on top of your business without logging in.
Booking Trends
Monthly/quarterly booking volume and revenue trends
Pipeline Funnel
Stage-wise lead distribution with aging analysis
Task Report
Open, completed, and overdue tasks by agent and type
Custom Date Ranges
Any period comparison - week, month, quarter, or custom
Why agencies choose Realatic for reports and analytics
Purpose-built for Indian real estate. No customization needed. Start free today.
Stop guessing. Start making data-driven decisions.
10+ reports, real-time dashboards, weekly digests - see your sales data clearly.
Reports & Analytics FAQ
Realatic includes 10+ report types: lead conversion funnel, source ROI analysis, agent performance leaderboard, collection report, follow-up compliance, booking trends, pipeline funnel, task report, owner weekly digest, and custom reports. All reports support custom date ranges and export to Excel/PDF.
Realatic tracks every lead from source to booking. You see exactly how many leads came from Facebook, 99acres, Google Ads, and other sources - and how many converted to site visits, bookings, and revenue. Calculate cost-per-lead, cost-per-booking, and ROI per source to optimize your marketing spend.
A real-time ranking of all agents by key metrics: leads assigned, contacted, site visits completed, bookings closed, revenue generated, and follow-up compliance rate. Managers use this for performance reviews, incentive calculation, and identifying coaching needs.
Yes. The owner weekly digest sends a summary every Monday morning via email or WhatsApp: total leads this week, site visits, bookings, collection amount, top-performing agent, and key metrics vs last week. Managers stay informed without logging into the CRM.
Yes. Every report supports custom date ranges - today, this week, this month, this quarter, this year, or any custom range. Compare periods side-by-side to identify trends: 'Bookings this month vs last month' or 'Q1 vs Q2 conversions'.
Basic reports (lead count, pipeline overview) are available on the Free plan. Advanced analytics - source ROI, agent leaderboard, collection reports, compliance tracking, and owner weekly digest - require the Pro plan at ₹499/user/month.
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