Reading your performance numbers

It is not in the menu

Open Profile from your name at the top right, then press Office performance. Branch managers and super admins only — everyone else gets “The Office Performance dashboard is only available to branch managers.”

Choose a period first

Presets are 7d, 30d, 90d (the default), 1y and All time, or set From and To by hand. Every number below moves with it, so decide the period before you read anything.

Office overview

Six numbers, in two groups. The first three are volume and ownership:

Number	What it means
Leads	Enquiries received in the period. Underneath: how many found an owner and how many are still waiting. The info button gives the share that found one.
Time to assign	How long an enquiry waited, on average, before somebody owned it.
Commented	How many were actually written up. Underneath: how many produced a follow-up exchange (feedback).

The other three are quality:

Number	What it means
Qualification rate	The share worth pursuing. Underneath: how many were qualified and how many were not. The info button says how many unclear leads are left out.
Conversion rate	The share that became business. Underneath: how many converted.
Appointments	Viewings booked.

Then three charts: Leads over time, Status breakdown, and Top properties.

Every KPI has a tooltip

Hover any figure for its exact definition. Where this page and the tooltip disagree, trust the tooltip — it is generated from the calculation itself.

The two numbers that predict revenue

Most managers read Leads first. It is the least useful number on the page — it measures your advertising, not your agency.

Time to assign is the one that matters. It is the gap between an enquiry arriving and somebody owning it, and it is the clearest predictor of whether that enquiry turns into anything. If it is measured in hours, fix that before you spend another euro on adverts.

Commented is the second. A lead with no comment has not been worked, whatever its status says. If assignment is fast but comments are thin, your problem is follow-through, not routing.

The real estate agent leaderboard

Sortable by Leads, Assigned, Qualified, Qual. rate, Appt., Conv., % Comments, Avg Response and Last Activity.

Click any row to drill into that real estate agent — their leads over time, their status breakdown, their top properties and their recent leads.

Read it in this order:

1. Avg Response — who is slow.
2. % Comments — who takes leads without working them.
3. Conv. — who closes.

A real estate agent with a high lead count and a low comment percentage is not busy. They are sitting on your pipeline.

Small numbers lie

Over a week, one good month for one real estate agent looks like a trend. Use 90 days for judging people and 7 days for spotting problems.

Exporting

The Export menu downloads CSVs of Office KPIs, Status breakdown, Time series, Agent leaderboard and Raw leads. Filenames carry the agency and the date range, so they stay identifiable in a downloads folder.

Use Raw leads when you want to do your own analysis — it is the underlying data, not the summary.