00
D
00
H
00
M
00
S

Cyber Monday: 40% off all plans + FREE Skip Tracing & Cash Buyer Searches!

Uncategorized

How to Set Up KPI?

UPDATED October 24, 2024 | < 1 minute
Sharad Mehta
Written by
Sharad Mehta

Table of Contents

Shares

How to Set Up KPI?

The data reporting in the KPI page are mainly based on the transactions pulled up from the link bank account under Banking section. Once transactions are mapped as an expense or income accordingly, it will update the data in the KPI page. Also, leads data in the KPI dashboard would be dependent on the leads and deals inflow. General Data, Conversion KPIs and Marketing Financials are all generated by the system.

scroll up
WANT TO CLOSE MORE DEALS?
Effortlessly Manage, Market, and
Close More Deals with Our
All-In-One Real Estate Investor CRM.