Reports and attribution
Know Which Lead Sources Actually Pay Off
Track where leads come from, how calls and appointments go, and how your team performs, with reports you can customize and share.
30-day trial · Plans from $99/month · Unlimited users
Illustration with sample data.
What is Reporting in RealtyCoworker?
Reporting in RealtyCoworker is the set of dashboards and reports that show where your leads come from and what happens next. It includes source attribution, call reporting, appointment reports, ad reports, and a custom report builder. Agents and brokerages use it to see which marketing and which team members produce booked appointments and deals.
What’s inside
Everything in Reporting.
Attribution and source reports
See the first and latest source for leads, including UTM parameters, and filter reports by attribution.
On the job: You learn that most listing appointments started from your home valuation page.
Call reporting
Review inbound and outbound calls, answered and missed calls, and call sources. Call tracking numbers help attribute calls to the campaign that drove them.
On the job: A tracking number on your yard signs in Brick shows how many calls each sign brings in.
Explore Phone SystemAppointment reports
Track booked, confirmed, canceled, and no-show appointments across calendars.
On the job: A team sees how many buyer consults turned into showings last month.
Explore CalendarsGoogle and Facebook ads reports
See ad performance alongside your leads. Ads reporting through the Ad Manager is part of the Lift Off plan.
On the job: You compare cost per seller lead between your Facebook and Google campaigns.
Custom report builder
Build custom dashboards and reports with widgets, then schedule them or export them as PDFs.
On the job: A broker gets a weekly PDF of new leads, appointments, and pipeline value every Monday.
Agent performance
Filter reports by user to compare activity such as calls, appointments, and opportunities.
On the job: A team lead spots which agent is booking the most listing appointments.
Explore Team & Permissions
How agents use it
Reporting, on a real workday.
- 1
Cut spend on weak sources
An agent sees that one lead portal brings many contacts but few appointments, and moves budget to a stronger source.
- 2
Weekly team meeting
A brokerage schedules a custom report each Monday showing calls, appointments, and new opportunities by agent.
- 3
Prove what signs and mailers do
Unique call tracking numbers on postcards in Toms River show how many calls each mailing produced.
How it compares
RealtyCoworker vs the tools you might be paying for.
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FAQ
Reporting questions, answered.
Can I see where my real estate leads come from?
Yes. Attribution reporting shows lead sources, including UTM parameters from your links and ads. Using separate call tracking numbers for signs, mailers, or ads also helps you see which campaign drove each call. That helps you decide where to spend your marketing budget.
Can I track my agents' performance?
Yes. Many reports can be filtered by user, so team leads and brokers can compare activity such as calls, appointments booked, and opportunities. Results depend on agents logging their work in RealtyCoworker. Use these reports for coaching conversations.
Are Facebook and Google ads reports included?
Ads reporting is available through the Ad Manager, which is included on the Lift Off plan. Essentials users still get attribution, call, appointment, and custom reports. Ad Manager lets Lift Off users run Facebook and Google ads from one dashboard and see results next to their leads. Keep targeting fair housing compliant.
Can I email reports automatically?
Yes. The custom report builder lets you create a report, schedule it, and export it as a PDF to share with your team or partners. A broker can get a weekly summary of leads, appointments, and pipeline value without logging in.