August 31, 2022

Introducing Advanced Reporting (beta)

Ashley Walsh
Ashley Walsh

At Shaker, we know that everyone works differently, especially when it comes to real estate teams. With Agents, Transaction Coordinators, Team Leaders, Marketing and others working together, the value of transparency and visibility cannot be underestimated.

That’s why the team at Shaker has released a suite of advanced team reporting features. With advanced reporting capabilities your team can monitor tasks, metrics and goals across the team, or drill down to see the performance of one individual - enabling team leaders to coach in real time.

What's included with Advanced Team Reporting?

Customizable Team Dashboard:

Users can now toggle between their personal dashboard and the team dashboard as well as customize the key performance metrics they see such as units, transaction sides, sales volume, GCI and more.


Admins can now set, monthly and annual goals for the team and individual agents. Performance to goal can then be monitored in reports, offering learnings for team growth and providing opportunities for data-driven agent coaching

Individual Agent Reports:

Users now have the ability to run reports on individual agents using Shaker.

Archive Reasons:

Track closes, expired and withdrawn listings and deals that fall through by setting an archive reason.

How to Access:

Advanced reporting is available in to existing customers in beta. Interested in trying out advanced reporting? Request beta access.

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