BoldTrail BackOffice pipeline brings all your active sales funnels and transactions to your fingertips. The data is displayed as a funnel, with listings at the top, followed by pending deals, and closed transactions at the bottom.
Sales volume visibility in the BoldTrail BackOffice pipeline primarily depends on user roles. Each role has a specific level of access to financial data and transaction details, which can limit or expand the information displayed in the pipeline.
The funnel gathers all the data you have access to. If you don't see specific metrics on your dashboard, please contact your admin for the needed permission.
Often, sales volume data may appear incomplete or incorrect due to issues such as missing agent assignments or improper transaction setups. Understanding these common issues can help rectify discrepancies and ensure accurate pipeline reporting.
To resolve issues with sales volume visibility in the BoldTrail BackOffice pipeline:
Verify role permissions to ensure appropriate access to transaction data.
Confirm agents are correctly assigned to transaction commissions.
Ensure that mandatory transaction setup fields like commission details are completed.
Pipeline for agents
For agents, it becomes an individual pipeline and displays the following metrics:
This data is particularly focused on transactions where agents have been directly assigned and are active participants.
My Net Income
My Sales Volume
Pipeline for admins and owners
For admins and owners, who have access to all commission data, it shows office metrics:
Admins and TCs see aggregate data and are responsible for overseeing transactions rather than having individual sales volume allocations. Their visibility is designed to manage office-level finances, not personal metrics.
Total Office Net
Office Sales Volume
Office Gross (of all your company’s transactions)
Within each funnel section, the data is sorted by the corresponding date, the expiration date for listings, and the closing date for pending and closed transactions.
Frequently Asked Questions
Q: Why do I only see sales volume for one listing? A: Sales volume will only display for transactions you are directly associated with. Admins and TCs often lack personal allocation, resulting in incomplete visibility.Q: How do I correct missing sales volume data? A: Ensure all agents involved in a transaction are correctly added to the commissions section. This process allocates sales volume data accurately in the pipeline.