ERW8 – ExecPULSE Reports
(Executive Reports Warehouse #8)
Who is doing what at the branch and agent levels? What’s our cashflow look like?
ExecPULSE can help brokerage executives, owners, general managers keep informed on how the business is doing at all levels from the top company-wide level down to individual agents. Reports and analytics assist in understanding pulse of written business, business pipelines, sales and cashflow trends, listing production and closed performance. These areas are included in ERW8:
A number of agent rosters are included to help managers and executives lookup and review key agent information. The license expiration roster is illustrated above and assists in keeping a pulse on the license renewals for the agent force.
The two other rosters are erw8-1 the agent phone and demographic contact roster for all agents companywide and by branch.
The agent commission report provides a transaction by transaction listing of closed sales for selected agents. The key item the report shows is how each agent has accumulated company dollar within the time period specified. Other items included are the close and pending dates, the seller and buyer names, the property address and sale price, the allocated in-house income, the agent gross commission earnings, agent company dollar, followed by the running total company dollar.
A key to any manager or executive is the current listing inventory level as well as the listing written activity level. A number of listing reports are included in the warehouse to assist management keep a pulse on the company listing levels.
The example report above is a companywide active listings sorted by current list price. Included on the report is the MLS#, the seller(s), the property address, city, property type. These are followed by the current list price, the listing office and the listing agent(s).
Other listing pulse reports include:
A number of sales reports are included to assist broker-owners, general managers, and branch managers. The above branch level report lists key sales items for sales made (written) over a selected date range. Information includes the seller names, buyer names, the property address, the sale (pending) date, the sale price, the property type and status, and the office company dollar.
The sale price and office company dollar written are totaled for the branch.
Identical reports are also available for company-wide and for agents. Other sales reports include:
Occasionally, more details are needed about a sale by a manager or agent. This can be obtained thorough the "drill-down" that is available for the sales reports. The above drill-down is for one on the sales made above and shows demographic information for the sellers and buyers.
Another level of drill-down lists the agents involved in the sale. Indicated is the side they have as well as volume and sides awarded.
Note that all of the erw8 ExecPULSE reports have drill-downs so that you can obtain more detail information. This is a handy feature that saves the time of having to program and run another report.
The format of the agent level sales closed/settled report is illustrated above. For an agent, the manager can view each sale closed in a selected time period. Seller and buyer names are listed in addition to the property address, close date, sale price. The agent’s awarded list and sell sides are displayed as well as the agent’s gross commission and the resulting company dollar generated for each sale.
To help obtain a pulse on production and revenue trends or seasonality for the entire company, each branch, or particular agents, a set of monthly reports are included. Above, the company wide closed totals by month report is illustrated.
Included are the production figures for
Revenue and commission figures follow include:
The branch level closed by month report is illustrated above. Each branch’s closing production and revenues are totaled by month followed by the branch total.
To view detail sales information for selected month on any of the monthly erw8 reports, a drill-down report is available. The drill-down is obtained by moving the mouse pointer over the month-row desired and double clicking. The above illustrates the detail information of production, revenue down to company dollar produced for the branch from each transaction.
To help obtain a pulse on future business cash flow and production, a set of monthly reports are available. Here, pending sales are production and revenue figures are totaled by estimated close date out into the future.
The same report is also programmed for branch and agent level use.
A third set of monthly reports are available to analyze the written business levels. Company-wide (illustrated above erw8-31), Branch, and Agent levels are setup.
To help verify and report on sales data entry, a set of revenue reports are included in erw7 for your branch personnel. They print all key numbers of the revenue equation as illustrated above by transaction. The first revenue reports are for closed transactions. Erw7-54, above, lists all transaction types for a selected close date range. Erw7-55 will report closed "Sales Only" – transaction types of FL-FS, FL-CS, and CL-FS.
Items included in the revenue reports include:
To view or verify individual agent commissions the above drill-down is available for the transaction records. The drill-down lists:
Written business revenue reports include all sale types and status’s with the erw7-56 report. A selected pending date range is specified and the transactions are sorted by the pending date.
The status’ abbreviations are:
Erw8 ExecPULSE Reports Included:
.rpt Name ExecPULSE Report Levelerw8- 1 Group1 agent rosters phone Branch
erw8- 2 Group1 agent rosters phone Company
erw8- 3 Group1 agent rosters license Company
erw8- 4 Group2 Agent commission Agent
erw8- 5 Group3 Listings active Agent
erw8- 6 Group3 Listings active Branch
erw8- 7 Group3 Listings active Company
erw8- 8 Group4 Listings taken Agent
erw8- 9 Group4 Listings taken Branch
erw8- 10 Group4 Listings taken Company
erw8- 11 Group5 Listings Expire Agent
erw8- 12 Group5 Listings Expire Branch
erw8- 13 Group5 Listings Expire Company
erw8- 14 Group6 sales now pending Agent
erw8- 15 Group6 sales now pending Branch
erw8- 16 Group6 sales now pending Company
erw8- 17 Group7 sales made Agent
erw8- 18 Group7 sales made Branch
erw8- 19 Group7 sales made Company
erw8- 20 Group8 sales settled Agent
erw8- 21 Group8 sales settled Branch
erw8- 22 Group8 sales settled Company
erw8- 23 Group9 totals by month Closed Agent
erw8- 24 Group9 totals by month Closed Branch
erw8- 25 Group9 totals by month Closed Company
erw8- 26 Group9 totals by month Pend Agent
erw8- 27 Group9 totals by month Pend Branch
erw8- 28 Group9 totals by month Pend Company
erw8- 29 Group9 totals by month Written Agent
erw8- 30 Group9 totals by month Written Branch
erw8- 31 Group9 totals by month Written Company