Property & People
Perfex Insight Real Estate
Request pipeline, deal value, companies, owners and brokers.
Requires Perfex Insight Pro What is Perfex Insight Pro?
What this add-on brings to Insight
Perfex Insight Real Estate reports the Real Estate module: the listing portfolio, the buy and rent request pipeline running against it, and the brokerage commission earned.
Who it is for: Agencies tracking listing status, request pipeline value and broker performance.
Dashboards
These are the boards the shared demo builds from this add-on's widgets, and the layouts its documentation walks through. Every one is editable — rearrange, extend or trim it like any Insight dashboard.
Real Estate Analytics
Real Estate Operations
Board totals count placements. Some widgets sit on both boards and some are available in the Widget Library only, so these figures are not meant to sum to the 19-widget total.
What you can report on
The 19 widgets group into these areas. Every one is an ordinary Insight widget: it obeys the dashboard filter bar and the viewer's own Perfex permissions.
- Portfolio
- Property Listings, Active Listings, Awaiting Approval, Sold or Rented and Portfolio Value.
- Requests and deals
- Buy Requests, Rent Requests, Request Pipeline Value and Closed Deal Value.
- Brokerage
- Brokerage Commission and Top Brokerages by Commission.
- Charts
- Listings by Transaction Type, Status and City, Requests by Status and Monthly Request Value.
- Rankings and lists
- Top Cities by Value, Recent Property Requests and Listings Awaiting Approval.
Requirements
Required. Perfex Insight Real Estate is a provider that plugs into the Pro dashboard system — it does not run on its own and is sold separately at $69.
Required. Reads Real Estate, which must be installed and active. The add-on reports on that module's data; it does not replace it or modify Perfex core files.
More of the real product
See it and read it
Live demo
The shared Perfex Insight demo runs the platform with all 13 add-ons installed, so it shows Perfex Insight Real Estate alongside the rest of the ecosystem rather than on its own. All data in it is fictional and it is reset on a schedule.
Open the live demoDocumentation
The product's own documentation section covers installation, every widget, the dashboards, permissions, settings and troubleshooting.
Read the documentationAlso in Property & People
Related products in the same business area. Each is a separate add-on with its own parent module — not an integration with this one.
Perfex Insight Real Estate
$49. Requires Perfex Insight Pro and the Real Estate module.