28 results found
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Show Current Closed Units, Volume, and GCI for Year to Date
In order to build our businesses, we are encouraged to know our numbers, not just "potential" and "probable", but our actual numbers. At any given moment, an agent should be able to know their GCI for the current year without using other platforms or having to calculate themselves.
Imagine being able to click on reports and see:
"As of today, your GCI for 2023 is..."
"As of today, your closed units for 2023 are..."
"As of today, your closed volume for 2023 is..."
5 votes -
Automated Activity Tracking and Reporting
Command should be able to automatically track activity and outreach to our DB's.
This should be broken down by automated outreach (smartplans) and manual outreach (typically driven by tasks, calls, emails, texts or appointments).
This information is already being captured in each contacts timeline.
It would be helpful to add contact reason and contact outcome for each task or activity type ie for reason it could be cold outreach, DB follow up, Lead follow up, Client update, listing appointment, buyer appointment, etc. There may be different reasons for different activity types.
Then outcomes may look something like no answer, wrong…
6 votes -
Show Contact Names for Appointments in Reports
When you click on the number of appointments held in the report section of, Command we would like it to tell you who is being counted as an appointment.
2 votes -
Customize Team Activity Tracker Questions
For those of us using the Procoach accounts or even teams with newer associates, it would be extremely benifical to be able to adjust some of the questions asked on the Activity tracking form.
Rather than having "did you sign any contracts today" I would love to be able to change that for PC Agents to "How many contacts did you assing to smartplans today?"
3 votes -
Goals Report to Include Deductions, Net Commission, Amount Left to Cap
This would provide an at-a-glance view for with the toggle capability to see the data by Calendar year vs Anniversary year. Having to manually track or depend on the data within individual opportunities is cumbersome. I know this can be streamlined and save time.
2 votes -
Anniversary and Birthday per Month Report with Contact Names
This report would enable agents to be prepared ahead time to send cards, gifts, etc. to mark these events. Agents could simply print the report at the first of the month and then make sure they have cards on hand and gifts ordered.
5 votes -
Profit & Loss Statement Report
I would love to have a way to keep track my business expenses and create a Profit/Loss report every month. Since KW Command will be able to track our income based on our 'opportunities', it only makes since to also be able to track our expenses.
5 votes -
Report for Neighborhood Nurture Engagement
I would love see who is engaging in a bi-monthly or monthly neighborhood search so we can follow up. Perhaps a notification of contacts who open the smart plan and are looking at listings. Or a way to filter these contacts. We seem to be good at sending them out but the follow up and metrics to these systems seem to be lacking.
2 votes
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