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
full specs and screenshots at https://www.daylitehelp.com/product-page/dl418re
owner commission vs. goal analysis and production vs. goal analysis
company production vs. 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
