Summary
Learn how to run and interpret Consultant and Staff Reports to review consultant activity, performance trends, and office alignment using required filters.
This article covers:
Overview
Consultant and Staff Reports provide insight into consultant activity, productivity, and performance. These reports are typically used by sales managers to review recent consultant activity and assess engagement over short time periods, such as the previous month.
Consultant Activity Report
The Consultant Activity Report replaces the legacy consultant activity report and is now the recommended way to review consultant productivity. It provides a list of database activity and totals according to the Filters you have selected.
This report combines:
- Snapshot metrics (as at the report generation date), and
- Date‑range metrics (based on selected filters)
What this report may include:
- Total contacts linked to a consultant
- Contacts not contacted in the last 12 months
- Appraisal and activity ownership
- Phone and task‑based activity within a selected date range
- Cancelled appraisals
- Financial contribution and split information
To run a consultant activity report:
- Go to: Reports
- Select Consultant Activity Report
- Click Continue To Add Filters
- Set a Date range
- Select at least one consultant
- Click View Report
The report will generate with results reflecting the filters added.
Consultants Report
The Consultants Report provides a list of all consultants in your CRM and shows which office they belong to.
To view consultants report:
- Go to: Reports
- Select Consultant Report
- Click View Report
This report does not include activity or performance metrics and does not require filters.
Consultants With Filters Report
The Consultants With Filters Report shows the same consultant and office information but allows results to be filtered based on selected criteria.
This is useful when reviewing consultants across specific offices or business segments.
To view consultants with filters report:
- Go to: Reports
- Select Consultant With Filters Report
- Click Continue To Add Filters
- Enter relevant filters
- Click View Report
Articles in this section
- Generate and send online vendor reports
- Generate appraisal reports
- Generate contact reports
- Generate Lead flow reports
- Generate vendor reports
- Manage QR code check-ins and contact tracing report
- Manage report subscriptions
- Understand and view consultant or staff reports
- Understand different reports in Box+Dice
- Understand management reports