Understanding your agency's performance metrics is crucial for making informed decisions, optimizing your marketing spend, identifying areas for improvement, and ultimately growing your real estate business. Close Master provides a dedicated Reporting section designed to offer deeper insights into key areas beyond the customizable snapshot available on your main Dashboard (Chapter 1.8). This section focuses on analyzing advertising effectiveness (ROI), understanding lead sources, monitoring call activity, evaluating agent performance, and tracking appointment success rates. Remember, the accuracy and value of these reports depend heavily on the proper setup of integrations, consistent use of tracking parameters, and diligent data entry by your entire team.
Sections in this Chapter:
- 16.1 Reporting Hub Overview
- 16.2 Setting Up Ad Attribution Tracking (`CRUCIAL` for ROI)
- 16.3 Google Ads Reporting (If Running Ads)
- 16.4 Facebook & Instagram Ads Reporting (If Running Ads)
- 16.5 Attribution Reporting: Understanding Lead Sources (Website, Ads, Portals)
- 16.6 Call Reporting: Tracking Inbound Calls & Agent Outbound Activity
- 16.7 Agent Reporting: Monitoring Individual Agent Performance (Deals, Tasks, Activity)
- 16.8 Appointment Report: Tracking Showing/Consultation Bookings & Show Rates