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Executive Intelligence Suite

Real-Time Sales Funnels, Source ROI &
Agent Performance Reports

Stop guessing where your marketing money goes and who is closing deals. Smattio provides clear, actionable reporting on marketing source ROI, sales rep closing conversion, follow-up compliance, and stale lead risk.

Marketing Source ROI & Conversion % Sales Rep Closing Leaderboards Follow-Up Compliance & Stale Lead Audits
The Problem

Flying Blind on Real Estate Ad Spends & Team Output

Without real-time data aggregation, real estate businesses waste budget on underperforming channels and fail to diagnose sales leaks.

The Problem

Pouring Ad Budget into Low-Converting Portals

Brokers spend heavily across 99acres, Magicbricks, and Meta Ads every month without knowing which specific source generates real site visits versus junk numbers and unqualified budget seekers.

Source ROI & Conversion Analytics

Track total leads received, closed deals, and conversion percentages per marketing portal, helping you allocate ad capital where deals actually close.

The Problem

No Visibility into Rep Activity vs Closures

A rep may have 200 assigned leads but fail to close because they only call 20% on time. Without objective compliance tracking, agency leaders cannot coach struggling agents effectively.

Follow-Up Compliance & Rep Scorecards

Inspect exactly how many scheduled follow-ups each rep completed on time vs missed, and correlate activity directly with closed revenue.

Core Reporting Modules

The Real Reports Built into Smattio CRM

Explore the production-ready reports and metrics available to your agency managers.

01

Source ROI & Conversion

Breakdown of every lead source: total leads captured, closed units, and percentage conversion rate across custom date ranges.

02

Rep Performance Leaderboard

Evaluate sales users by total assigned leads, contacted count, closed deals, and individual conversion percentages.

03

Follow-Up Compliance

Measure operational sales discipline: total follow-ups scheduled, on-time execution count, missed count, and compliance percentages.

04

Stale Leads & Flow Trends

Identify leads inactive for over 7+ days, track daily and monthly lead inflow volume, and export clean CSV data for external audits.

Real Estate Benefits

Make Decisions Based on Facts, Not Guesses

Unlock higher marketing efficiency and operational clarity across your sales team.

Optimize Marketing Budget

Cut ad spend on low-yield portals and double down on campaign sources that consistently produce qualified property buyers.

Reward Top Closers

Accurately identify your top performers with transparent closed-deal leaderboards and objective performance metrics.

Plug Sales Leaks

Surface stale leads with zero follow-up activity before they buy from competitors, giving managers time to intervene.

Questions & Answers

Frequently Asked Questions

Yes. Smattio reports include streamed CSV export capabilities, allowing administrators to download raw or aggregated metrics for external partner presentations and financial auditing.
Yes. You can group and filter lead summary and conversion reports by project, campaign, source, or lead status across custom date ranges.
The Stale Leads report inspects the date of the most recent follow-up or call log for every open lead. Any lead with no activity for more than your selected threshold (default 7 days) is flagged alongside the assigned sales agent's name.

Turn Sales Data into Closed Property Bookings

Gain clear executive visibility into marketing ROI, sales rep activity, and funnel velocity with Smattio CRM.

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