46 results found
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Be able to filter production by agent status.
This would allow the option to pull active agent for production, GCI, etc. instead of including everyone for the year.
1 vote -
KW Connect Reports Status Tracker
Every month during transmittal time we have the 3 days we wait for transmittal to finish, then have to wait and check, wait and check, wait and check to see if report are finished. By now I assume you have the statistical data to know how long the report monster takes to churn out the millions of PDF reports. What if... you had a status tracker (just like the Dominos Pizza app) that shows you a progress bar from Transmittal Day 1 to Final Report delivery showing estimated time and current status!?!?!?
3 votesFYI, KW Connect Reports are always uploaded before the 7th business day of the month, so even though we don't have an exact time, know that they will always be up by that point! :)
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Delete All Columns Option in Heatseeker Custom Reports
It's time consuming to have to delete all the choices. we should be able to click one button to delete all then choose the one we need. thanks
2 votes -
Make CommandMC Reports More Efficient
I've noticed that over the course of the first 2 weeks there are several areas that could be a bit more efficient; specifically, the numerous reporting mechanisms. Currently, we have 2 excel spreadsheets to track appointments, referrals, R1/R2s.....since we are trying to leverage Command on a more consistent basis, I thought it would be great if we could utilize Command for more. Not just the documentation portion, but the reporting capability. - Ron Acker (ATL - Amelia Island, FL)
5 votesCould you give us some more information on your expectations on CommandMC Reports' efficiency? Would you like to see the information update more frequently, for example? Or are there specific features/buttons you'd like to see added to better help your workflow?
Please let us know, thank you!
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Vital Signs in Standard Reports
The Vital Signs report provides some very important data that can be consolidated and used strategically to positively influence the market center. The use of Contacts, Smart Plans and Opportunities can all be exported individually from the Vital Signs Report and then sorted by KWUID in each. Then you can consolidate them all into one spreadsheet by Agent. Having the export of Command MC data with production info and including the KWUID so you can easily sort that list by KWUID and paste them all together. Now you have a powerful report to strategically target your most productive agents who…
9 votes -
Periodic Report Updates Sent to Email
As much as I love pulling info manually, what if we could subscribe to key reports? These are currently stored in adhoc in WinMORE. Cloudmore could pull, create, and send.
Like, weekly, what did my Buyers Agents put under contract? What did they close? How close are they to cap?
Or, PC program, what did your coaching clients do this week?
Or, OP/TL: Here's the top-down report for this week.
9 votes
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