Feature

    Reports and targets

    How do I see how my agency is doing?

    The monthly report shows new customers, calls, site visits, deals done and money earned. Owners and managers can set monthly targets for each person.

    Monthly report in DreamToBuy with new customers, site visits, deals done, money earned and how far customers got
    Monthly report

    The problem it solves

    You only find out at month-end that visits and deals were down.

    What you get

    • Where customers came from and why they said no
    • Team ranking and daily numbers per person
    • Monthly targets set by owners and managers

    How to do it in the app

    Step 1

    Open Reports

    Me → Reports shows this month. Use the arrows for other months.

    Step 2

    Show more

    See how far customers got, where they came from, why they said no and payments coming in.

    Step 3

    Set targets

    Owners and managers set monthly targets per person in Targets.

    FAQ

    Frequently asked questions

    Common questions about reports and targets in DreamToBuy.

    Yes. Owners and managers can download it as Excel or CSV.

    See it on your own customers and properties

    Get a free demo of DreamToBuy. We'll set up your agency and walk your team through the app.