Reporting & Analytics

Data that drives decisions

Seven report types with drill-down, period comparison, GCI forecasting, and one-click PDF export.

RealtorOS reporting gives brokerages the metrics they need for weekly meetings, quarterly reviews, and strategic planning. Every number is clickable — drill down from a pipeline summary to the individual contacts. Compare this month to last. Forecast GCI based on your pipeline probability.

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Key Capabilities

Seven Core Reports

Leads by Source, Pipeline Summary, Overdue Tasks, Active Deals, Website Leads, Agent Performance, and GCI Forecast. Each with date range selection and custom period support.

Drill-Down Links

Every number in every report is clickable. Pipeline shows 5 deals in UNDER_CONTRACT? Click to see those 5 deals. Agent has 12 leads this month? Click to see the contacts.

Period Comparison

Each report shows previous period data alongside current. Green/red arrows indicate improvement or decline. Percentage change calculated automatically.

GCI Forecast

Stage-weighted probability model: INITIATED (10%), OFFER_SUBMITTED (40%), UNDER_CONTRACT (60%), FIRM (90%), CLOSED (100%). See projected commission across your entire pipeline.

Commission Reporting

Agent YTD summary with GCI, payouts, pending commissions, and cap progress. Brokerage summary with total revenue, agent payouts, retained amount, and franchise fees.

PDF & CSV Export

One-click export any report to PDF (branded with brokerage name and date range) or CSV for spreadsheet analysis. Generated server-side for consistent formatting.

How It Works

Select Your Report

Choose from the reporting dashboard. Set your date range (30/60/90 days or custom start/end dates). Reports load instantly from your live data.

Analyze & Drill Down

Compare periods, identify trends, click through to underlying records. Filter by agent, source, or stage to isolate the data that matters.

Export & Share

Export to PDF for brokerage meetings or CSV for deeper analysis. Commission reports ready for payroll. GCI forecasts ready for planning.

Why agents and brokerages choose RealtorOS

Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.

Date range selector on all reports — not just leads

Custom date range with start/end date pickers

Previous period comparison with delta indicators (↑↓)

Trust summary report: balance, pending deposits, released deposits

Agent cap tracking with visual progress bars

Brokerage P&L view: total in, payouts, retained, fees

Works for solo agents (personal dashboard) and brokerages (all agents)

Reports respect role permissions — agents see their data, admins see everything

Ready to get started?

Join the waitlist to be first in line when we launch.

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