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ERS Service Category 4 of 4

Scorecards and
Reports

From agent performance scorecards to executive dashboards — your dedicated ERS VA delivers the reports your leadership needs to make smart, data-driven decisions every week.

8 Report Categories
30+ Report Types
Since 2016 Proven Process

Your numbers, delivered — no chasing, no guessing

Scorecards and Reports is a direct service. Your ERS VA pulls your data, builds your reports, and delivers them on schedule — so your leadership team always has a clear, accurate view of agent performance, pipeline health, financials, and business growth without spending hours in spreadsheets.

✓ 8 report categories · 30+ report types · Train us into your format and we deliver on your schedule

8 Scorecard & Report Categories

Every category below is handled by your dedicated ERS VA — built to your format, delivered on your schedule, included in all plans.

Category 01 🎯
Lead Generation Reports

Tracking lead sources, volumes, and conversion rates — so your team knows exactly where business is coming from and where to double down.

Category 02 🏆
Agent Performance Reports

Scorecards for each agent covering activities, pipeline progress, and closed production — giving leadership visibility to coach, reward, and hold agents accountable.

Category 03 🏠
Listing Performance Reports

Tracking days on market, price reduction history, showing activity, and offer conversion for every active listing — so your team can make smart pricing and marketing decisions.

Category 04 📈
Buyer Pipeline Reports

A live view of every active buyer — stage, timeline, financing status, and next steps — so your agents never lose track of where a buyer is in the journey.

Category 05 📋
Transaction Management Reports

A complete view of all active transactions — status, key dates, pending items, and bottlenecks — so your TC and leadership always have an accurate picture of what's in contract.

Category 06 💰
Financial & Revenue Reports

Tracking GCI, commission splits, revenue by agent, and monthly production trends — giving leadership the financial clarity to plan, budget, and grow with confidence.

Category 07 🤝
Referral & Partner Reports

Tracking inbound and outbound referrals by source and partner — so your team knows which relationships are producing and which ones need more attention.

Category 08 📊
Executive Dashboard Reports

A single weekly or monthly summary combining key metrics across listings, transactions, agents, and financials — everything leadership needs in one clean view.

Every Report ERS Can Build for You

Expand any category to see all the specific reports and metrics ERS can deliver. Train us on your exact format — we own it permanently.

🎯
Lead Generation Reports 4 report types
+
Lead Source Performance Report
  • Total Leads Generated
  • Leads by Source (Zillow, Realtor.com, Facebook, Google PPC, Open Houses, SOI, Referrals, Homelight, FastExpert, Website)
  • Cost per Lead (CPL)
  • Conversion Rate · Appointments Set
  • Closings Generated · Revenue Generated
New Leads Report
  • New Leads This Week / This Month
  • Lead Status · Assigned Agent
  • Follow-up Required
Lead Aging Report
  • 0–7 Days · 8–14 Days
  • 15–30 Days · 30+ Days No Contact
  • Identifies neglected leads before they go cold
Lead Conversion Funnel Report
  • Lead → Contacted → Appointment → Consultation → Agreement Signed → Under Contract → Closed
  • Conversion % per stage · Drop-off % · Time in Stage
🏆
Agent Performance Reports 3 report types
+
Agent Productivity Report
  • Leads Assigned · Calls Made
  • Appointments Set · Agreements Signed
  • Transactions Closed · Volume Closed · GCI Generated
Agent Conversion Report
  • Lead-to-Appointment %
  • Appointment-to-Client %
  • Client-to-Closing %
  • Shows who converts best and where coaching is needed
Agent Activity Report
  • Calls · Texts · Emails
  • Follow-ups · CRM Notes Added
  • Daily and weekly activity tracking per agent
🏠
Listing Performance Reports 4 report types
+
Active Listing Performance Report
  • Days on Market (DOM) · Showings
  • Website Views · Zillow Views
  • Saves/Favorites · Open House Attendance · Inquiries
Listing Marketing Performance Report
  • Facebook Reach · Instagram Reach
  • Website Traffic · Video Views
  • Lead Inquiries · Showing Requests
Price Reduction Analysis Report
  • Original List Price · Current Price
  • Number of Price Changes · Market Response
Listing Inventory Report
  • Active Listings · Coming Soon
  • Pending · Expired · Withdrawn
📈
Buyer Pipeline Reports 2 report types
+
Buyer Pipeline Report
  • New Lead → Consultation Scheduled → Pre-Approved
  • Home Search → Showing Properties → Offer Submitted
  • Under Contract → Closed
Buyer Activity Report
  • Showings Scheduled · Offers Submitted
  • Offers Accepted · Under Contract Buyers
📋
Transaction Management Reports 3 report types
+
Pending Transaction Report
  • Contract Date · Closing Date
  • Escrow Status · Financing Status
  • Inspection Status · Appraisal Status
Transaction Timeline Report
  • Earnest Money Due · Inspection Deadline
  • Appraisal Deadline · Loan Commitment Deadline
  • Closing Date — highlights upcoming deadlines
Compliance Status Report
  • Missing Documents · Compliance Approved
  • Pending Review · Agent Action Required
💰
Financial & Revenue Reports 4 report types
+
Gross Commission Income (GCI) Report
  • Monthly GCI · Quarterly GCI · Annual GCI
  • Agent GCI Breakdown
Commission Tracking Report
  • Pending Commissions · Paid Commissions
  • Agent Splits · Brokerage Income
Revenue Forecast Report
  • Active Listings · Pending Transactions
  • Expected Closings · Projected GCI
Profitability Report
  • Marketing Spend · Payroll · Software Costs
  • Gross Revenue · Net Profit
🤝
Referral & Partner Reports 2 report types
+
Referral Partner Performance Report
  • Sources: Zillow Flex, Homelight, FastExpert, Agent Referrals, Past Clients
  • Leads Received · Conversion Rate
  • Revenue Generated · Referral Fees Owed
Past Client Referral Report
  • Referrals Generated · Closed Transactions
  • Referral Revenue
📊
Executive Dashboard Reports 3 report types
+
CEO / Team Owner Dashboard
  • Daily: New Leads · Calls Made · Appointments Set · Listings Taken · Buyers Signed · Under Contract · Closings · GCI
  • Monthly: Lead Conversion % · Listings Sold · Buyer Closings · Revenue · Marketing ROI
Weekly Business Health Report
  • One-page snapshot: Leads Generated · Appointments Set · Listings Taken · Under Contract · Closings · Revenue
  • Top Lead Sources · Team Performance
Predictive Revenue Dashboard
  • Current Pipeline Value
  • Expected Closings · Projected Commission Income
  • Monthly Revenue Forecast
Listing-to-Closing Pipeline Report
  • Listing Signed → Active → Under Contract → Pending → Closed
  • Full pipeline visibility in one view

How It Works

From your first audit to your first report delivered — up and running in days, not weeks.

1
Free Ops Audit

We review your current reporting setup, data sources, and what your leadership team actually needs to see each week.

2
VA Match & Onboarding

Your dedicated VA is matched from our trained team and onboarded to your data sources, report formats, and delivery schedule.

3
Handoff & Go Live

Your VA takes over report production and delivery on schedule — train them into your exact format and cadence as you go.

4
Scale as You Grow

Add new reports or more frequent delivery as your team grows — no new contracts, no disruption to existing reporting.

💡

Built to your format — delivered on your schedule

ERS doesn't impose a reporting template. Your VA learns your format, your data sources, and your delivery cadence — whether that's a weekly Google Sheet, a Monday morning email summary, or a monthly leadership deck. Train us once and we deliver consistently, every time. Add new report types as your business grows — no extra charge, no retraining required.

Ready to Lead with Real Numbers?

Join 50+ real estate teams who trust ERS to deliver accurate, on-time reports — so leadership can coach agents, track growth, and make better decisions every week.

✓ No Contract ✓ Plans from $547/mo ✓ 30+ Report Types ✓ Cancel Anytime

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Testimonials

What Our Clients
Say about us

“ERS allows my admin team to work on the most dollar productive activities. Operations are more efficient as they can focus on their most important tasks. They are quick to learn and implement our systems and suggest tweaks to make the process more efficient. They have the experience background to step in quickly and get the job done. We are very pleased with ERS!”

Brian Reed

Team Leader/Broker
Ryan & Brian Real Estate Team

“So I can tell the difference in the temperature of the team and the stress level, and see them enjoying hitting their goals. I can see a huge difference in that. To me that's not something you can measure on paper … that's a HUGE thing.”

Kristi Huff

Operations Manager
Limbird Real Estate Group

“I love the fact that it’s a source that we can keep adding different tasks to…and they are familiar with our business. And LOVE the fact that you can video your request and they can follow the directions that way. It has saved us lots of time in tracking and in our accountability and then opening up doors for activities myself and my admin can think about that someone else can do so we can continue to grow our business.”

Melissa Thompson

Owner, Melissa Thompson Team