Rank Agents

The Rank Agents function can be used to see how individual agents are performing during a specified time period in relation to all other members of the office. This can help indicate who are the top producing agents in a company. Unless otherwise specified by your local MLS, only members with management level authorization can access this function.

CONTENTS

Click on any topic below to go directly to the information on that topic in this tutorial.

Rank Agents Criteria Screen
   Time Period
   Branch Office
   Property Type
   Areas
Rank By Listers or By Sellers
Order By Volume, Number or Name
Show Settings
   Sales Adjustment Factors
   Properties Must Be Associated With Your Company
   Save Adjustments as Default
   Hide Settings
Report Format
Report Display Buttons: Print, Preview, PDF
    Email with Adobe Reader
Index of Tutorials

Touchscreen Note. Where instructions are to select or click, touchscreen device users would press or tap as appropriate for your device.


Rank Agents Criteria Screen

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Time Period

First specify the time period of interest by entering a date range over which to rank agents' performance. Either type the number directly into the date boxes (in month/day/year numerical format - such as 1/10/2017), or select dates by clicking on the calendar icon.

Branch

If you have management authority for a multi-branch company, you can run the report for your entire company or limit the report to a specific branch office.

Property Type

To include all types, check the box beside "All Property Types". To limit the report to one property type, click on its name in the Property Type list. To select several property types, hold down the Control key in Windows, or Command key on a Mac, when clicking on each item, or use the equivalent gesture to select multiple items on a touchscreen.

Areas

To include all areas, check the box beside "All Areas". To limit the report to one area, click on its name in the list of areas. To select several areas, hold down the Control key in Windows, or Command key on a Mac, when clicking on each item, or use the equivalent gesture on a touchscreen.

Rank By Listers or By Sellers

Selecting Listers or Sellers beside "Rank" determines whether agents will be ranked by properties listed (Listers) or by properties sold (Sellers).

Order By

"Order by" specifies how agents are to be ranked - by list/sale price volume or by the number of properties listed/sold. Selecting Name lists agents alphabetically by name.

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Show Settings

Click on the "Show Settings" button to open the screen (see image below) where you can adjust the factors used in calculating Total Sales Volume when ranking Sellers.

Sales Adjustment Factors

The Sales Adjustment Factors allow you to specify the multiplication factors for how sold properties are to be counted in calculating total adjusted sales volume when ranking agents. For example, specify whether an agent who both listed and sold a property should get single credit (0.50 as Lister and 0.50 as Seller) or double credit (1.00 as Lister and 1.00 as Seller) for the property. The default setting gives double credit to agents who both list and sell a property.

Lister - Properties the agent listed.

Seller - Properties the agent sold.

Properties Must Be Associated With Your Company

When the "Properties must be associated with your company" box is checked, only properties whose listing or selling office belong to your company (any branch) are counted when ranking agents. Properties that were listed or sold while any agent was employed by another office will be excluded.  If this box is not checked, properties are selected by the listing or selling agent only, regardless of the listing or selling office.

When you are finished entering adjustment factors, click on the Hide Settings button to return to the main Rank Agents screen.

Save as Default button

If desired, you can click/tap on the "Save as Default" button to save any changes you made to the adjustment factors as your default adjustments for future rankings. This will set Navigator to always use these custom settings unless you enter temporary adjustments or you save a different set as your default. After clicking Save as Default, the Setting section remains open (so you can make temporary "What if" type adjustments without changing your default adjustment settings).

Hide Settings button

Click the "Hide Settings" button to close the Settings section of the Rank Agents screen and use the current adjustments in the Rank Agent Report. Clicking Hide Settings retains the current adjustments until you close the Rank Agents function, or click on "Show Settings" and make changes to the adjustments.

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Report Format

The "Rank by Listers" report displays the Total List Volume (dollars), Percent of Volume, Number of Listings, and Number as a percent of total listings for each agent for the time period, Property Type(s) and Area(s) selected. It also provides the Total List Volume and Total Number of Listings for all agents combined in the office. The Agent Names are ordered by Volume of Listings, Number of Listing, or alphabetically by first name as specified (beside "Order By"). The report format is standardized and its format cannot be customized.

Rank Agents by Listers Report Format Click on this image to see an example Rank Agents by Listers Report Format.

The "Rank by Sellers" report displays the Volume and Number of Sales as Lister, the Volume and Number of Sales as Seller, the Total Sales Volume (dollars), Percent of Volume, Number of Sales, and Number as a percent of total sales for each agent for the time period, Property Type(s) and Area(s) selected. It also provides the Total  Volume and Number of Sales as Lister, the Volume and Number of Sales as Seller, the Total Sales Volume (dollars), Percent of Volume, Number of Sales, and Number as a percent of total sales for all agents combined in the office. The Agent Names are ordered by Volume of Listings, Number of Listing, or alphabetically by first name as specified (beside "Order By"). The report format is standardized and its format cannot be customized.

Rank Agents By Sellers Report Format Click on this image to see an example Rank Agents by Sellers Report Format.

Report Display buttons

When you are finished entering selection criteria, click on one of the Report display buttons (Print, Preview, and PDF) to see the ranking results. The current date, time and selection criteria will display at the top of the first page of the Rank Agent Report.

Print Button

Click the Print button to display your Rank Agent Report in a tab in your browser and automatically open the print dialog box for your device.

Preview Button

Click the Preview button to display your Rank Agent Report in a tab in your browser. If desired, you can use your browser's controls to manipulate the report (such as print, save, or share).

PDF Button

Click the PDF button to create your Rank Agent Report in PDF format. Depending on your browser and the device it is running in, the PDF report will automatically either display in a tab in your browser using the browser's PDF Viewer (such as Adobe Acrobat Reader); or it will be downloaded as a PDF file.  If desired, you can use your PDF Viewer to print, save or email your report.

Adobe Email Note. Click on the Adobe icon in Adobe's floating toolbar (usually at the bottom of the page) or simultaneously press the Control+H keys on your device's  keyboard to open Adobe Acrobat Reader's full toolbar Adobe Toolar Email if it is not already visible when viewing your report. Click on the envelope icon in the full toolbar to email your report (either as a link or as an attachment). 


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To return to the Index of Tutorials for CTI Navigator Web II, click here.

 

 

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