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specially curated bundle of reports suited to the Real Estate industry!

please see screenshots above, and descriptions below for each of the 3 reports included in this bundle

no substitutions are permitted

 

REPORT434: Real Estate Opportunity Summary - not sold separately, only available in this bundle!

  • please see first 3 screenshots above
  • choose desired Opportunity from pulldown
  • special option!  show Buyer Wishlist or Seller Property Details Forms. see 1st screenshot above that shows Property Details items [#Beds, #Baths, Swimming Pool, etc]; the Buyer Wishlist is very similar.   included in your purchase are instructions on how to set up the Forms to populate this area of the report
  • top left: Name of Opportunity, Category [in screenshot: Listing], Type [in screenshot: Single Family], Keywords [in screenshot: ⏳90 Days, 👤owner occupied, 🛎 AM, afternoon, PM, 🛎 Mon to Fri only]
  • top right: Date [shows Due Date if status is Open, otherwise End Date], Status, current Pipeline Stage
  • Property Details or Buyer Wishlist [depending on the checkbox you choose at report run time]
  • Transaction Value: Line Items from the Opportunity's Estimate screen
  • Extra Fields: shows the names of the fields as you have defined them in your Daylite>Preferences>Custom Fields
  • linked People, sorted by name ascending [A-Z]
  • linked Companies, sorted by name ascending [A-Z]
  • linked Appointments and Tasks, sorted by activity date ascending; overdue Tasks appear in red
  • linked Notes sorted by create date ascending; first 500 characters of Body, no attachments
  • linked Emails sorted by message date ascending; first 500 characters of Body, no attachments

 

REPORT432: Opportunities Referral Source Analysis

  • full specs and screenshots at https://www.daylitehelp.com/product-page/dl432
  • for Open and Won Opportunities created in the selected date range, the report shows the People linked to those Opportunities with the selected Role, sorted by the highest Won + Open Opportunities value, includes pie chart illustrating the values

 

REPORT418RE: Real Estate Commission & Production Goal Analysis

 

ADDITIONAL SPECS FOR ALL REPORTS: 

  • the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit
  • the Daylite report engine stops at 100 pages so if you have a lot of data you may need to limit your date range at run time and/or uncheck various report elements at run time to limit the amount of data
  • output is PDF only
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: reports are sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

Real Estate Report Bundle - DL1001

SKU: REPORTBUNDLE-1001
$87.00 Regular Price
$58.00Sale Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

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