Accessing Reports
Go to Reporting in the sidebar to view your activity reports. The page opens on a My Reporting view with four tabs: My Week, Trends, Pipeline, and Kill Reasons. There's also a System Reporting view for platform-wide listing and source stats.
The Scoreboard
Your dashboard scoreboard shows current week progress on five key metrics:
- Deals Reviewed: Deals triaged from the feed
- CIMs Reviewed: CIMs analyzed
- Broker Calls: Calls with brokers
- Seller Calls: Calls with sellers
- LOIs Sent: Letters of Intent submitted
Learn how accountability metrics work
Activity Trends
The Trends tab shows how your activity changes over time. Use the Show dropdown to pick a window (4, 8, 12, 26, or 52 weeks), choose which metrics to chart, and toggle Comparison to overlay the prior period.
Streaks
A streak counts consecutive weeks where you hit ALL of your weekly targets. Miss any single target and the streak resets. Streaks help build consistent acquisition habits.
Streak Tips
- You must hit ALL five weekly targets to keep the streak going
- Falling short on even one metric breaks the streak for that week
- Zero-activity weeks reset your streak
Time Periods on Pipeline and Kill Reasons
On the Pipeline and Kill Reasons tabs you can switch between three time periods. This toggle doesn't apply to the My Week tab (week-only) or the Trends tab (which uses its own Show dropdown).
- Week: Current Monday-Sunday
- Month: Current calendar month
- Year: Full year to date
Exporting Reports
Export your activity data:
- Go to the Reporting page
- Click Export PDF
- A PDF report for the current week downloads automatically
Setting Targets
Customize your weekly targets:
- Go to Settings → Activity Goals
- Set targets for each metric
- Save - your scoreboard updates immediately
Need Help?
Questions about reporting? Contact support.