This feature is only available on the Shaker Advanced plan. Contact support for access.
Where can I access the reports?
To access the updated reporting page, you will need to click the "Reports" tab from the options on the left side of your screen.
What is included?
We've improved the breakdown of Active Deals, Units Closed, Volume Closed, and Commissions to show not only by Deal Type, but User, and Source where applicable. We also allow for a better deep-dive by team members to help with your 1 on 1's as a manager.
Amongst the much easier-to-read reports and more in-depth information is the ability to quickly and easily see your actual production against the goals you and your team have set.
Search for the "How do I set goals article?" in the Help Center or Click Here for more information on utilizing that feature.