See your closed sales volume and GCI, expected income from open deals, lead response time, and the activity behind your business—all built from the work you’re already
Personal reporting is included with Workspace Free. Pro adds lead-source reporting, and team accounts add reporting
Sales volume, closed GCI, and expected commission give you a quick read on where your business stands. Closed deals show what you’ve already earned, while open deals roll into a weighted forecast based on their value and how far
You can still drill into the individual transactions
Speed to lead measures the time from a new inquiry arriving to your first call, text, or email. Workspace shows your median first-touch time over the last 90 days, along with how many leads were followed up with within five minutes, within an hour, the same
You’ll also see which new leads are still waiting for
Every section is there to answer one question you’d otherwise work out
Lead-source reporting shows how your contacts and hot leads break down by source, including your website, Zillow, open houses, referrals, your sphere, and manually added contacts. The pipeline funnel then shows how many people are sitting at each stage from New to Closed, so you can see where opportunities are coming from and where progress
Workspace brings together the last 30 days of client activity—calls, texts, emails, showings, notes, and website interactions—so you can see how consistently you’re staying engaged. It also shows whether clients are opening the links you send and what happened
See the numbers that matter across your team—new leads, follow-up waiting, active deals, and closed business—then drill down by team or individual when your sharing
Workspace rolls the numbers up automatically, even when individual client records stay private, so leadership can understand how the business is moving without looking
Connect a compatible AI tool to Workspace and ask questions like “How’s my year going?”, “What could my open pipeline pay?”, or “How fast are we following up with new leads?” The answers come from the reporting data already in Workspace, not from
Your connected AI can read the report data you allow it to access, but it can’t
Workspace Free includes the reporting you need to understand your own production, pipeline, follow-up, and activity. Pro adds deeper source and pipeline reporting, plus team-wide visibility for team accounts. See pricing
The reports build themselves from the work already happening in Workspace. There’s nothing
See how Broker & Agent compares with other leading real estate platforms, with features, pricing, and key differences laid out side by side. Every price is sourced and dated.
Workspace Free includes your core personal reporting: sales volume, closed GCI, expected commission, speed to lead, client activity and engagement, appointment outcomes, goals,
Workspace Pro adds lead-source reporting and the pipeline funnel. With team accounts, on Free or Pro, you also get a team dashboard so you can see production, pipeline, and follow-up across the
Start with four areas: closed production, expected income, follow-up speed, and lead sources. Sales volume and closed GCI show what you’ve already produced. Expected commission gives you a forward-looking view of your open pipeline. Speed to lead shows how quickly you’re following up with new inquiries, and lead-source reporting shows where those opportunities
Workspace keeps those numbers current from the deals and activity already in your CRM, so you don’t have to rebuild them
For each open deal, Workspace starts with the sale price and your side of the commission—2.5% by default unless you enter a different rate. It then weights that commission by the deal’s estimated
As the transaction progresses and more of its checklist is completed, that probability can increase. The report shows every open deal, its probability, and its weighted commission so you can see exactly what makes
Workspace measures the time from when a new lead arrives to your first call, text, or email. The report looks at the last 90 days and shows your median first-touch time, along with how many leads were followed up with within five minutes, within an hour, the same
It also shows which leads are still waiting for their first follow-up. If a new lead has no human outreach after four hours, Workspace flags it and adds a call to
Yes. With team accounts on Workspace Free or Pro, the Team dashboard rolls up key numbers across the people you manage—new leads, follow-up waiting, active deals,
You can view results by team or individual when your sharing rules allow it. And if leadership is set to see totals only, the numbers still roll up while private client
Yes. Connect a compatible AI tool to Workspace and ask questions like “How’s my year going?”, “What could my open pipeline pay?”, or “How fast am I following up
The answers come from the same reporting data already in Workspace, including your sales volume, GCI, expected commission, pipeline,
No. Workspace builds the reports automatically from the work you’re already doing—your deals, leads, calls, texts, emails, appointments, and client activity. There’s no separate reporting system to maintain or spreadsheet
If you add an annual GCI goal, Workspace also tracks your progress and shows whether you’re ahead, on
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Workspace is in open beta. Join free and bring your
Start free. Bring your contacts with you, and add Pro
