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Business Overview Report

See how your business is performing at a glance

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Written by Leslie Rosales
Updated over 3 weeks ago

What is the Business Overview Report?

The Business Overview gives you a clear, CEO-level view of your business activity and results. It pulls key metrics from your transaction management system so you can quickly understand how your company is performing.

What You'll See

  • Track total deals, transactions, and sales volume across different timeframes

  • Compare results month-over-month, quarter-over-quarter, and year-over-year

  • Spot seasonal trends and measure long-term growth

  • Year-Over-Year Progress: See how this year stacks up against last year.

  • Identify top-performing agents or teams by volume, deals, or average sale price

Why It Matters

The Business Overview makes it easy to track what’s working, spot patterns, and see where improvements are needed—without digging into complicated reports.

To learn more about how this data is pulled into your Business Overview report, visit this article.

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