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Reporting Dashboard in Radius Office

Overview

The Reporting Dashboard in Radius Office provides agents and team leaders with valuable insights into client engagement, CRM activity, production metrics, rankings, awards, and vendor-related transactions.

To access Reporting:

  1. Sign in to Radius Office.

  2. Click Reporting from the left-hand navigation menu.

  3. Select one of the available reporting tabs:

    • Client Metrics

    • Stats

    • Leaderboard

    • Monthly Awards

    • Vendor Reporting

Client Metrics

Overview

The Client Metrics dashboard provides a centralized view of all client engagement and CRM activity across your database.

This dashboard combines interactions generated by both:

  • Agents

  • AI Prospecting Campaigns

The Client Metrics dashboard helps agents quickly identify engaged clients, monitor campaign performance, and prioritize follow-up opportunities.

Accessing Client Metrics

  1. Navigate to Reporting.

  2. Select the Client Metrics tab.

Team Leads can view:

  • Their own metrics

  • Team members' client metrics

Individual agents will only see their own client metrics.

Date Filters

Filter client activity using:

  • Today

  • Last 7 Days

  • Last 30 Days

  • Current Month

These filters allow you to analyze engagement trends over specific time periods.

Campaign Metrics

Campaign Metrics provide visibility into communication and engagement activity generated through your CRM and AI campaigns.

Metrics may include:

  • Leads Generated

  • Text Messages Sent

  • Text Message Replies

  • Emails Sent

  • Email Replies

  • In-App Messages Sent

  • In-App Message Replies

Hover over the information icon within each metric card for additional details and definitions.

Deal Progression

The Deal Progression section helps track clients as they move through various stages of engagement.

Stages include:

  • Outreach

  • Replies

  • Meetings

  • Offers

  • Contracts

Each card is clickable, allowing you to drill down into the underlying client activity and conversations associated with that stage.

Client Activity Triggers

Client Activity Triggers display key engagement milestones and actions completed by clients.

Examples include:

  • Client App Registrations

  • Campaign Responses

  • Search Activity

  • Engagement Milestones

Selecting a metric will display the clients associated with that activity.

Example

If the dashboard shows three Client App registrations:

  1. Click the registration metric.

  2. View the list of clients who recently registered.

  3. Open individual client profiles for additional details.

Metrics Activity

The Metrics Activity section provides a detailed view of engagement across your entire client database.

From this section, you can:

  • View all client activity in one location

  • Review engagement history

  • Monitor AI campaign responses

  • Open client profiles directly from activity records

Clicking a client's name will open their Client Profile for further review.

Top Priority Clients

The Top Priority Clients section uses AI to identify clients who are currently the most engaged.

AI evaluates client activity across multiple touchpoints, including:

  • Responses to agent communications

  • Responses to AI campaigns

  • Client App activity

  • Search board activity

  • Property shortlisting

  • Notes and interactions

  • New search creation

Clients with the highest engagement levels are surfaced as priority contacts, helping agents focus their follow-up efforts where they are most likely to generate results.

Stats

The Stats tab provides an overview of transaction and production performance.

Available Filters

  • Month

  • Year

Closed Deal Statistics

View totals for:

  • Closed Buyer Transactions

  • Closed Seller Transactions

  • Closed Tenant Transactions

  • Closed Landlord Transactions

  • Closed Referral Transactions

Active Business Metrics

Monitor:

  • Active Listings

  • In-Contract Transactions

  • Total Production Volume

This report helps agents measure overall business performance and transaction activity.

Leaderboard

The Leaderboard tab displays performance rankings across agents.

Features

View rankings based on:

  • Closed Units

  • Transaction Volume

  • Production Performance

Available Filters

  • Month

  • Year

This report helps teams monitor productivity and recognize top performers.

Monthly Awards

The Monthly Awards section highlights agent achievements and performance recognition.

Features

  • Monthly performance rankings

  • Achievement recognition

  • Award tracking

Available Filters

  • Month

  • Year

This section celebrates agent accomplishments and encourages continued success.

Vendor Reporting

Vendor Reporting provides visibility into vendor-related transactions and reporting activity.

Available Filters

  • Month

  • Year

  • Representation Type

  • Transaction Type

Additional options include:

  • Property Address Search

  • Vendor Search

  • Clear Filters

Report Details

The Vendor Report includes:

  • Transaction Type

  • Representation Type

  • Property Address

  • Agent Information

Only eligible vendor-related transactions will appear in the report.

Exporting Vendor Reports

  1. Apply the desired filters.

  2. Click Export.

  3. Download the report for analysis or record-keeping purposes.

Key Benefits of the Reporting Dashboard

  • Centralized reporting experience

  • Visibility into CRM and AI engagement

  • Track client interactions and campaign performance

  • Monitor deal progression and client activity

  • Identify high-priority clients using AI insights

  • Review transaction production metrics

  • Track agent rankings and awards

  • Access vendor transaction reporting

  • Export data for further analysis

For more information, please click here to watch the video about Client Metrics on the Radius Office website.

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