AFrame's analytics feature provides an overview of the account, including various summary options to gain valuable insights. The different summaries include: sales graph summaries, sales summary reports, referral summaries, prospecting stats, property maps, and pipeline summaries. In this article, we will break down each tab within the analytics area.
TABLE OF CONTENTS
My Stats & Team Member Stats
The Stats tabs displays various graphing and charting options to help you track your and your team members performance trends. You can customize the tab views to include all or just selected panel widgets.
Want to see how it works? See our update video here: https://www.aframesoftware.com/feature-update-analytics-team-member-groups
Open in AFrame: Analytics → My Stats or Analytics → Team Stats
Summary Reports
The Summary Reports tab allows the creation of Year-To-Date (YTD) and sold reports for the AFrame account users.
Open in AFrame: Analytics → Summary Reports
Year-To-Date (YTD) Summary
The summary report will display the goal tracking and breakdown of each status to include: amount, sides, volume, gross commissions, and expenses. To generate a summary report, you need to choose the user (standard user or managed agent), select the report period, and specify the property types to be included in the report.
Sold Summary
The report will provide a detailed breakdown of all sold transactions by property type, property source, and commission summaries. To generate a summary report, you need to choose the user (standard user or managed agent), select the report period, and specify the property types to be included in the report.
Property Map
The Property Map tab displays pins on the map for the sold properties within your account. To customize the map, you will need to set the following selections: the AFrame user or all users, time duration, and property types. Once you refresh the feed, the map below will automatically update based on the selections made.
Open in AFrame: Analytics → Property Map
Referral Summary
The Referral Summary tab displays a breakdown of referrals logged in your account. To customize the data, you will need to set the following selections: the AFrame user or all users and the time duration. Once you refresh the feed, the data below will automatically update based on the selections made. The data will populate a bar graph of the referrals by month, a data list of the relationship ratings of the referral contacts, and a list of all referrers.
Open in AFrame: Analytics → Referral Summary
Prospecting Stats
The Prospecting Stats tab displays information regarding what prospecting activity has been done. To customize the data, you will need to set the following selections: the AFrame user or all users and the time duration. Once you refresh the feed, the data below will automatically update based on the selections made. The data will populate with the prospecting stats, the transaction statistics, and a graph showing the closed transactions and prospecting activity correlation.
Open in AFrame: Analytics → Prospecting Stats
Pipeline
The Pipeline tab displays an insight into where you are currently at with your business and estimates of potential numbers. The forecast includes totals from the "blue" stages (Cultivating, Looking, Listed). Probable GCl is the sum of these numbers weighted by the probability that they will close. Potential GCI is if every potential buyer & seller were to close. YTD Progress includes data from Under Contact + Sold Transactions and estimates "On Track For" numbers assuming you continue at the same rate until the end of the current year. These numbers are then compared to your goals.
Open in AFrame: Analytics → Pipeline