Realsynch Business Intelligence Agent Performance

RealSynch Business Intelligence Agent Performance: Conversion Overview

Jenny
Jenny

 

The Conversion Overview measures how effectively agents move opportunities through each stage of the sales pipeline 

 

  • From BI tool dashboard, click Agent Performance

  • From there, Click on Conversion Overview

Each percentage in the Conversion Overview tracks how many opportunities that entered Stage A during the selected timeframe advanced to Stage B within that same period.

  • Toggle dropdown to check conversion rates based on either Leads or Conversation:

  • Check on Deals to filter All, Buyer or Seller Deals

  • Filter timeframe dropdown based and select any custom date range


  • Use Team Member dropdown to filter down agents data you want to look at under Conversion Overview

 

  • Hovering over each rate displays the formula used for that specific conversion calculation

 

*Skipped stages are automatically inferred by RealSynch BI, ensuring continuity in the pipeline

 
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.