Important Requirements for Accurate Reporting
For the report to display complete and meaningful data, certain features must first be enabled and used within Base.
Enable Listing View Tracking
To display listing performance statistics such as:
portal views,
website views,
and marketing performance,
The office must enable:
Base Views, and
Email Lead Integration
Without these integrations, some graphs and statistics may appear incomplete or unavailable.
Email Lead Integration
Lead statistics shown in the report are generated from incoming lead emails processed through Base.
This allows the report to display:
portal leads,
lead sources,
enquiry activity,
and lead trends over time.
Please note:
lead and view statistics may update at different times depending on the portal,
and some portals only sync view data once or twice daily.
Diary Entries in Progress Reports
Agents can now include diary activities and communication updates directly inside the Sales Progress Report.
This allows sellers to see:
follow-ups completed,
buyer feedback,
show days,
marketing actions,
and communication history related to the listing.
How to Include Diary Entries
When creating or editing a diary item, users can enable:
Include in Progress Report
Once enabled, the diary entry may appear inside the generated seller report.
This helps create a more complete and professional seller feedback experience.
Report Features
Depending on enabled integrations and available data, the report may include:
Listing performance statistics
Portal views
Lead activity
Website statistics
Days on market
Property details
Agent details
Seller communication updates
Diary activity entries
Marketing progress information
Important Notes About Statistics
Some portals update data more frequently than others.
For example:
Listing views from portals may be delayed before they are reflected.
while lead emails may appear immediately once received by the parser.
Because of this, temporary differences between:
listing views,
lead counts,
and portal statistics
may occasionally occur until all portal data has fully synced.
Beta Feature
The Sales Progress Report is currently released as a Beta feature.
Additional improvements and refinements are planned, including:
enhanced chart displays,
improved layouts,
additional statistics,
and expanded reporting functionality.
Summary
The Sales Progress Report helps agents provide sellers with:
transparent listing performance,
professional feedback reports,
marketing activity tracking,
and clearer communication throughout the sales process.
For the best reporting experience:
enable Base Views,
enable Email Lead Integration,
and make use of diary entries with Include in Progress Report enabled.