The Business Overview provides a CEO-level view of volume and other vital metrics from your Transaction management system. You can view this data across different timeframes, leads sources, agent groups, etc.

The Business Overview is a powerful tool that allows you to gain insights into your business's performance and make informed decisions. In this article, we will walk you through the different features of the Business Overview and how to use them effectively.

After applying the filtered selections, you’ll see the results of total deals written, transactions, and volume, broken down into month, quarter, and year over year.

The Business Overview provides you with a comprehensive view of your business's financial performance. It allows you to track key metrics such as total deals written, transactions, and volume over different timeframes. This information is crucial for understanding your business's overall health and identifying areas for improvement.

The Business Overview also allows you to view your business's performance by quarter. This feature is particularly useful for tracking your progress over a longer period and identifying any seasonal trends in your business. The data is presented in a clear and easy-to-understand format, making it simple to analyze and draw insights from.

In addition to viewing your business's performance by quarter, the Business Overview also allows you to drill down into monthly data. This feature is helpful for identifying any short-term trends or fluctuations in your business's performance. You can easily compare data from different months to gain a better understanding of your business's performance over time.

Year over year analysis is a powerful tool for understanding your business's growth and progress over time. This feature allows you to compare data from the current year to the previous year, giving you valuable insights into your business's performance. You can toggle between monthly and quarterly data to get a more detailed view of your business's progress.

The Business Overview also includes a section that highlights your top performers. This feature allows you to see which agents or teams are excelling in different areas, such as volume, deals, average sale price, and team conversion. This information can help you identify top performers and learn from their strategies to improve your business's overall performance.