Overview
Beyond the standard reports (CEO Summary, Agent Production, Lead Gen & Conversions, etc.), ClarityNOW lets you create custom ad-hoc reports with specific filters, date ranges, and metrics.
Available Standard Reports
- Leaderboards
- CEO Summary
- Agent Production
- Lead Gen & Conversions
- Lead Sources
- Pipeline (owner only)
- Profit & Loss
Customizing Reports
Most report pages include filters:
- Report Type dropdown
- Period (Monthly/Quarterly)
- Year selector (10-year range)
Use the Show/Hide Filters button to collapse the filter bar. Apply filters to narrow data by team member, lead source, date range, or status.
Exporting Reports
Reports can be exported to CSV or Excel for further analysis. Click the Export button on any report page. Exported files include all columns visible in the current view.
Comparing Periods
Use the Year and Period filters to compare performance across different timeframes. Switch between Monthly and Quarterly views to see trends at different granularities.
Column Picker
Many report tables include a column picker (show/hide columns). Click the column settings icon to customize which metrics you see. Sort by clicking column headers (toggles ascending/descending).
Tips
- Export data monthly for your records.
- Use the Lead Sources report to calculate marketing ROI.
- Compare year-over-year performance in the CEO Summary.