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

The first row is volume and ownership:

Number	What it means
Total Leads	Enquiries received in the period.
Assigned / Unassigned	How many found an owner.
Assigned Rate	The share that did.
With Comments	How many were actually written up.
With Feedback	How many produced a follow-up exchange.
Avg Assign Time	How long an enquiry waited before somebody owned it.

The second row is quality:

Number	What it means
Qualified / Non-qualified / Pending	How leads sorted out once worked.
Qualification rate	The share worth pursuing.
Conversion rate	The share that became business.
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 Total Leads first. It is the least useful number on the page — it measures your advertising, not your agency.

Avg Assign Time 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.

With Comments 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 agent leaderboard

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

Click any row to drill into that 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.

An 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 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.