Reporting

Know your numbers.
Grow your business.

Real-time dashboards for contacts, pipeline value, revenue, and team performance — all in one view.

Start Free Trial →
Dashboard

Your whole business at a glance

The moment you open Jtek, you see what matters. Contacts added this month, total pipeline value, deals won, and revenue — live, not yesterday's data.

  • Live contact and pipeline counts
  • Month-over-month revenue comparison
  • Won vs. lost deal breakdown
See your dashboard →
Dashboard — Business Overview This month
Contacts
247
↑ +18 this month
Pipeline Value
$84K
↑ +$12K vs last mo
Won
$22K
4 deals closed
Lost
$9K
2 deals lost
Revenue — Last 6 Months
Oct
Nov
Dec
Jan
Feb
Mar
Pipeline Reporting

Track every deal by stage

See exactly where your pipeline stands. Conversion rates between stages, average deal size, and median days-to-close — so you know where leads are getting stuck.

  • Stage-by-stage conversion rates
  • Average deal value per stage
  • Average days to close by source
Explore pipeline reports →
Pipeline Funnel All active deals
New Lead
58 deals
$128K
Contacted
44 deals
$97K
Showing Set
29 deals
$64K
Offer Made
16 deals
$38K
Closed
7
$22K
Email & SMS Stats

See which messages actually land

Open rates, click rates, reply rates, and delivery stats for every campaign you send. Know what's working so you can do more of it.

  • Per-campaign open and click rates
  • SMS reply rate and opt-out tracking
  • Delivery failure alerts
View campaign stats →
Campaign Performance
Sent
1,284
Opened
68%
Replied
24%
Campaign
Sent
Open
Reply
New Listing Alert
428
71%
28%
Follow-Up Week 1
312
64%
19%
Open House Invite
544
59%
22%
Call Reporting

Every call, tracked and accounted for

Total calls made, answered rate, average call duration, and missed calls — all broken down by agent, date range, or contact tag.

  • Answered vs. missed call rates
  • Average call duration by agent
  • Call outcome logging (interested, callback, DNC)
Explore call reports →
Call Log — This Week
Calls Made
47
Connected
31
Avg. Duration
4:12
Contact
Duration
Time
Result
SM
Sarah M.
5:42
9:14 AM
Showing
MR
Marcus R.
2:18
11:30 AM
Follow-up
KP
Karen P.
2:05 PM
Missed

Everything you need to measure, improve, and grow

Reporting tools built for real estate agents who want to scale.

Revenue Tracking

Log commissions against closed deals and track total revenue earned month-by-month.

Lead Source Reports

See which sources — Zillow, referrals, Instagram, open house — bring in the most revenue.

Agent Performance

Compare follow-up speed, call volume, and close rate across your entire team.

Conversion Rates

Track lead-to-appointment, appointment-to-offer, and offer-to-close rates over time.

Custom Date Ranges

Filter any report by day, week, month, quarter, or custom date range. Compare periods side-by-side.

Export to CSV

Download any report as a CSV with one click. Share with your broker, coach, or accountant instantly.

Stop guessing. Start knowing.

Jtek's reporting shows you exactly where your business stands and what to do next. Try it free for 14 days.

Jtek CRM
Today's Leads 5 new →
MS
Maria SantosNEW2m ago
Instagram DM"Hi, I saw your post about the listing on Maple..."
JR
James RiveraNEW18m ago
Web FormSubmitted buyer inquiry — budget $420K
DK
Dana KimNEW1h ago
Open HouseSigned in at 428 Maple Ave open house
TW
Tyler WalshNEW2h ago
Door KnockLogged via mobile — interested in downsizing
PN
Priya NairNEW3h ago
Facebook AdClicked "Get Home Value" — first-time buyer
J
Jtek CRM
Today's Leads 5 new
MS
Maria Santos
Instagram DM
NEW2m ago
JR
James Rivera
Web Form
NEW18m ago
DK
Dana Kim
Open House
NEW1h ago
TW
Tyler Walsh
Door Knock
2h ago
PN
Priya Nair
Facebook Ad
3h ago