Executive Reports (ER), consists of hundreds of reports that can help you analyze and plan for a more profitable business. This offering is divided into nine areas of management interest:

  • er1 - Quartiling: can help you compare agent past, current, and estimated production.

  • er2 - Compare: quickly see where your company, branches, and agents are heading.

  • er3 - Activity: helps monitor closed production plus listing & pending pipelines.

  • er4 - Trend: help you track key agent and branch revenue and award figures month to month.

  • er5 - Ranking: help you compare agent/agent production.

  • er6 - Relocation: view portion of business is from relocation.

  • er7 - BranchPULSE: help branch managers keep tabs on the daily business and more.

  • er8 - ExecPULSE: help owners and general managers keep informed at all levels.

  • er9 - AgentPULSE: reports managers can use to help agents.

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    All reports, written with Crystal ReportsŪ, can be used as-is, modified, or expanded.

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