The Agent Inventory and Production report is a great tool to help gauge how you (or another agent) has done over a given time period.
Click Market Reports in the main menu bar of Matrix and you will see the following options:
After clicking Agent Inventory and Production , the search screen will open:
The time frame will default to year-to-date for the current year. You may keep it at the default or set up whatever time frame you would like.
Typically, the only other fields to be concerned with are the Agent ID field and the First and/or Last Name fields (especially if you are looking up an agent other than yourself), although you may certainly use any of the other fields to narrow your search.
If you are running the report for a different agent, you can use the lookup icon right next to the Agent ID field to search for that agent's MLS ID:
Note : if you are going to use the name fields, you must enter them exactly as they appear within the Matrix agent roster. If you do not, you will not get any results when you generate the report.
After you enter your criteria, click the Generate Report button. The report generates as a PDF:
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Total Sold / Entire MLS shows the total number of sales recorded on the MLS during the time period.
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Listed / Sold- The specified agent represented both sides of the sale.
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Listed / In-house Sold- The specified agent listed the property and another agent in their office represented the buyer.
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Listed / Co-op Sold- The specified agent listed the property and an agent from a different firm (or from a different office within the same firm) represented the buyer.
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Listed In-house / Sold- The specified agent represented the buyer and another agent in their office listed the property.
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Co-op Listed / Sold- The specified agent represented the buyer and an agent from a different firm (or from a different office within the same firm) listed the property.
- Co-List / Co-Sold- The specified agent was either the Co-List or Co-Selling Agent or both Co-List and Co-Selling agent.
The next section of the report will display a single line list of all of the listings in each of the five sections.
The bottom of the report displays the agent's current inventory.
There is an Inventory Summary section, which just shows the total number of Active, Under Contract- Continue to Show and Under Contract listings, broken down by property type:
The Inventory Detail section displays at the bottom of the report. This gives a single line view of the Active, UC-CTS and UC listings, broken down by property type and status:
Related articles :
Office Inventory and Production report
Team Inventory and Production report
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