Real Estate Custom Reporting & Dashboard Agent
Need visibility into your sales performance? This agent pulls deal, appointment, call, and campaign data from Follow Up Boss, aggregates custom fields, and generates actionable dashboards. It gives you real-time insights to drive smarter decisions and grow your business.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You spend hours each week exporting data to Excel just to see pipeline health
The agent automatically pulls all deal and appointment data from Follow Up Boss and generates a real-time dashboard, so you always know exactly where every opportunity stands—no more spreadsheets.
You can’t easily see which lead sources or campaigns are actually converting
The agent aggregates campaign engagement and deal data, giving you instant visibility into which marketing efforts drive closed business.
You want to track custom KPIs (like agent response time or deal type), but standard reports can’t do it
The agent includes all your custom fields in its reporting, so you can finally measure the metrics that matter most to your agency.
Your team holds dozens of appointments but you don’t know which types lead to signed deals
The agent connects appointment types and outcomes to deal results, helping you identify which meetings are worth your team’s time.
You need to prepare weekly performance reports for leadership, but it’s a manual slog
The agent generates and updates dashboards automatically, so you’re always ready for meetings with up-to-date numbers.
How to hire your agent
Connect
Securely connect your Follow Up Boss account so the agent can access your deals, appointments, calls, campaigns, and custom fields.
Tell the agent what to do
Specify which metrics, pipelines, appointment types, and custom fields you want to track. The agent uses this input to know exactly what data to aggregate and visualize.
Agent goes to work
The agent pulls all relevant data from Follow Up Boss, aggregates it according to your instructions, and generates real-time, actionable dashboards—no manual work required.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Aggregates Deal Data Across Pipelines
Compiles all your deal information from Follow Up Boss, including custom fields and stages, to give you a complete view of your sales pipeline performance.
Tracks Appointment Outcomes and Types
Monitors every appointment, outcome, and type—so you can see which meetings drive the most closed deals and where your team’s time is best spent.
Analyzes Call Activity and Results
Pulls call logs and outcomes to show call volume, connect rates, and which conversations lead to appointments or deals.
Monitors Campaign Engagement
Gathers data from your email marketing campaigns in Follow Up Boss, including opens, clicks, and unsubscribes, to measure campaign effectiveness.
Custom Field Reporting
Includes any custom fields you use for deals or contacts, so your dashboards reflect the exact metrics that matter to your business.
Real-Time Dashboard Generation
Builds actionable, up-to-date dashboards from live Follow Up Boss data—no more waiting for manual report updates.
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