How to Read and Use the Year Over Year Report

Compare your performance across multiple years to identify trends and measure growth.

Overview

The Year Over Year Report lets you compare any metric across multiple years on a single line chart. It is one of the best ways to visualize long-term trends, measure growth, and identify seasonal patterns in your business.

Accessing the Report

  1. Log in to your ClarityNOW portal
  2. Click Reports in the left sidebar
  3. Select Year Over Year

Choosing a Metric

Use the metric dropdown to select what you want to compare. There are 17 available metrics split into two categories:

Transaction Metrics

  • Sales — Closed transactions
  • New Pending — Deals that went under contract (by contract date)
  • Listings Signed — New listing agreements signed
  • Listings Sold — Listings that closed escrow
  • Buyers Sold — Buyer-side closed transactions

For transaction metrics, you can toggle between three column types:

  • Units — Number of transactions
  • Volume — Total dollar volume
  • GCI — Gross commission income

Activity Metrics

  • Hours Lead Generated
  • Dials Made
  • Contacts Made
  • Listing Appointments Set
  • Listing Appointments Held
  • Listing Nurtures
  • Buyer Appointments Set
  • Buyer Appointments Held
  • Buyers Signed
  • Buyer Nurtures
  • Price Corrections
  • Offers Written

Activity metrics display in Units only.

Reading the Chart

  • The X-axis shows months (Jan–Dec)
  • The Y-axis auto-scales based on your data
  • Each line represents a different year, color-coded for easy comparison
  • Hover over any point to see the exact value for that month and year
  • Use the legend below the chart to toggle individual years on or off

How to Use This Report

  • Spot seasonal trends — See which months consistently perform best and plan your activities accordingly
  • Measure growth — Compare this year's line against prior years to confirm your business is trending upward
  • Set realistic goals — Use historical data to set achievable monthly targets based on actual past performance
  • Evaluate changes — If you changed lead sources, marketing spend, or team structure, see how the numbers responded year over year
  • Prepare for coaching — Bring year-over-year comparisons to 1:1s to show agents their progression