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Lista Reporting

Real-time insight into
everything that matters
Beautiful, real-time dashboards for executives, team leaders, and agents. Track leads, deals, marketing, and revenue — all in one place.
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Executive Dashboard

The whole business on one screen

Review revenue, pipeline, agent productivity, follow-up workload, and source performance from one scoped management view.

  • Revenue & pipeline KPIs
  • Office and Teams breakdowns
  • Goal tracking and overdue folllow ups

Lead Analytics

Know which leads actually convert

Source-level attribution, lead quality scoring, and full-funnel conversion reporting.

  • Lead Source Performance
  • Response-time distribution
  • Lead score and interest breakdown
  • Funnel conversion by source

Deal Analytics

Forecast revenue with confidence

Review close probability, ipeline value, cycle-time analysis, and win/loss reporting.
  • Close probability by stage
  • pipeline Values
  • Win/loss outcomes

Agent Performance

Coach with data, not guesses

Per-agent leaderboards, activity tracking, performance reports .

  • Activity volume by agent
  • GCI & commission tracking
  • Deal and pipeline contribution

Team Performance

See every team at a glance

Roll-up reports by team, Tasks, Deals and Follow-ups.

  • Team-level roll-ups
  • Cross-team Performance
  • Capacity & utilization
  • Office/Team productivity

Marketing Performance

Every dollar, fully attributed

Track campaign spend, Leads, Source and channels

  • Multi-touch attribution
  • Channel-mix breakdown
  • Lead attribution by Source

Data Exports

Export reporting Data for analysis and review

Export to CSV, Excel, Google Sheets.

  • CSV / Excel / Sheets export
  • REST API + webhooks
  • SOC 2 compliant pipelines

Stop managing tools.
Start running your business.

Unify your entire operation on Lista CRM — built for agents, teams, and brokerages.
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