Your Pipeline page already gives you a powerful overview of how you’re doing as an agent. But when you need to drill down into the specifics, Realcore’s Reports section turns that overview into actionable insight — instantly, with just a click.
Here’s the reports you can generate directly from your Pipeline page:
Snapshot Report – See an at-a-glance overview of your performance for any date range. Includes charts, graphs, and a full financial summary to help you measure progress at both the deal and income level.
My Metrics Report – Understand exactly where your commissions are coming from. Break down earnings by client, service line, property type, submarket, or business source. Perfect for uncovering trends in your book of business.
Transaction Report – Export a detailed Excel spreadsheet of every transaction in the range you specify. Sort by transaction date, last update, or closed date. Include closed, projected, or both.
Cashflow Report – Track your commissions by payment date with a running total across months and transactions. Filter by paid, invoiced, past due, projected, or unpaid to get a clear view of cash in motion.
Expenses Report – See a complete breakdown of your deductions and expenses by transaction. A must for tracking desk costs and ensuring your net numbers are accurate.
Payout Report – Zero in on the details of individual payments within transactions. Choose to view All, Last, Future, or Outstanding payments and get the exact breakdown you need.
Visit our Pipeline Agent Reports tutorial for step-by-step instructions and screenshots on generating each report.
We’re here to help!If you need help finding specific data, email us at: support@realcoreapps.com or visit our Support Page for tutorials and more.
And don’t forget — this month’s live trainings are happening soon! No RSVP needed—just join. You’ll find dates, times, and links here.
