Pipeline Reports in Housing Market CRM — Read Your Numbers
Tutorial 29 of 181 · 44 s
Pipeline reports in Housing Market CRM, part of the Pro plan, answers the questions an agency argues about: which sources actually become deals, where leads stop moving, how fast enquiries are answered, and why the deals you lost were lost. This tutorial opens Pipeline reports, changes the period, and reads each of the five panels in turn — lead source to deal, conversion by stage, response time, deals by stage, and won and lost reasons.
In this tutorial you will learn
- Which sources turn into deals, not just leads
- Where leads stop moving through the stages
- How quickly your team answers an enquiry
- Why deals are won and lost
Follow along: the steps
- Open your Housing Market CRM account.
- Click Pipeline reports in the left menu.
- A month of data is mostly noise — use 90 days.
- Not lead counts — which sources become deals.
- Conversion by stage: where the board stops moving.
- Response time — the one number you can change this week.
- Deals by stage: where the money stands.
- And why deals were won and lost.
- A source sending a hundred enquiries and no buyers is costing you money.
- Response time is the one you can change this week.