Reports

Reports are visible to the Admin role only. Teammates with the Stager or Mover role don't see Reports in the navigation — there is no separate reporting permission to grant. To give a teammate access, an admin changes their role on the team page.

Every report opens with a row of stat cards summarizing the year, followed by its charts — and on the revenue report, a monthly table. Hovering a point on any chart shows the exact value for that month or bucket. While a report loads, and for years with no data yet, the charts show a gray placeholder instead of misleading zeroed lines.

Use the arrows next to the year to step back and forward, or tap the year itself to jump straight to one. The list covers every year with house activity, so one report can be empty for a year another report has data for — an empty report says so rather than drawing charts of zeros. For the current year, charts show only the months that have happened so far.

Next to the year, the vs toggle compares against the previous year: the revenue, sales-above-ask, and acceptance-rate charts overlay the prior year as a second series, and the revenue table gains prior-year columns. It turns on automatically when the previous year has data, and your choice is remembered as you move between tabs.

Three stat cards lead the tab: Total Revenue and Houses Staged — each with a change badge against the same months of the previous year — and Average per House. Below them, the Monthly Revenue area chart plots one point per month, and the Revenue Summary table lists each month with its house count and revenue, with a footer row totaling the year. Months with no staged houses appear at zero, so you can see gaps rather than have them disappear.

With the vs toggle on (see picking a year), the chart overlays the prior year as a second series and the table adds prior-year columns — the current year's columns stay first, so on a phone they're the ones in view before you scroll the table sideways.

Three stat cards lead the page: Sold Above Ask is the share of the year's sales that closed over asking, Average $ Above Ask is the mean dollar premium across the houses that sold above asking, and Average % Above Ask is the mean percentage premium on the same set. Houses sold at or below ask are excluded from the averages so they do not pull the numbers down.

The pie chart splits the year into above-ask and at-or-below-ask houses, with the share of houses sold above ask in the center. Two bar charts beneath it break the same data down by month: the first as the fraction of houses sold above ask each month, the second as the average percentage premium on those above-ask sales.

The report only includes houses where both a listing price and a sale price are recorded. Houses still on the market, or houses where one of those values has not been entered, are left out of the math.

The stat cards at the top are Houses Sold, Median Time to Sale, and Average Time to Sale. Median is usually the better headline: it ignores the long tail of houses that sit for months.

The histogram below the cards is bucketed in five-day ranges along the x-axis, with the count of houses in each bucket on the y-axis. A tight cluster on the left means most houses go pending quickly; a long tail to the right means a chunk of houses linger.

The stat cards show the year's Acceptance Rate, Total Houses created in the year, and Rejected, the count of houses that ended in a rejected status. The pie chart restates the same split visually with the acceptance rate as a percentage in the center.

The area chart underneath is the monthly acceptance rate, a line from zero to one hundred percent across the twelve months of the year. Use it to spot whether a bad month was an outlier or part of a longer slide.

Unlike the other reports, this one looks at when houses were created rather than when they were staged, so a rejection shows up in the month the project came in.

Revenue summary CSV. The Export CSV button on the Revenue Summary card downloads the monthly table as a .csv file — including the prior-year columns when the comparison is on. It's the quickest way to get the year's numbers into a spreadsheet or hand them to an accountant.

Spreadsheet export. The items, houses, and contacts lists each have an Export entry in their more-actions menu that downloads the current view as an .xlsx file. Active filters and sort order apply, so filter the list first to export exactly the rows you need — this is the way to produce an inventory or client report. Export is limited to admins, like reports. See Import & Export for details.

Printed house inventory. A house's items page prints as a photo inventory grouped by room — see printing a house inventory. Use it for packing lists and walkthrough checklists.

• For day-to-day pipeline counts and recent activity, head to the dashboard.
• For the project-level data the reports are built from, open the houses page and edit a house's stage date, fee, listing price, or sale price directly.
• For who can see reports, plan tiers, and admin permissions, see billing and plans.