Reports allow you to view important information about your brokerage. Depending on the type of report, you can gain insights on things like which keywords are being searched on your website the most and the financial metrics of each agent. By analyzing the data, you can make decisions on how your brokerage can be more effective.
The Dashboard report displays a high-level breakdown of your contacts by the count and percentage of contacts in each status. You can also quickly navigate to the full suite of reports you have access to by clicking "View All", which will take you to the Reports tab.
Q: Is it possible to customize the Report that displays on the dashboard?
A: Currently, this is not possible.
Difference Between Agent and Broker
As an agent, you will see a breakdown of the contacts you own (e.g. for which you are the assigned agent) and as a broker/admin, you will have broad visibility across your brokerage.
Additionally, brokers and admins will have access to a wider set of reports on the reports page. Agents with agent sites will be able to access similar reports for their own sites.