Reports: show inspection and revenue counts by contact role (e.g. as client's agent)

Users want inspection and revenue counts to be available by contact role—for example, when viewing an agent in their role as "client's agent," see the inspections and revenue for that role only, not for the contact across all roles. Currently the reporting treats the contact as a single entity.

Why it matters: Client care and sales need to understand performance and volume per relationship type (e.g. as listing agent vs buyer's agent) for accurate follow-up and reporting.

Please authenticate to join the conversation.

Upvoters
Status

Canceled

Board
💡

New Features

Date

About 1 month ago

Author

Linear

Subscribe to post

Get notified by email when there are changes.