Join Patrick Brossat, dotloop Strategic Success Manager as he walks through our newest data-insight feature – The Report Builder. This new tool enables Business+ and Team dashboard admins to quickly download transaction data into a CSV file where it can be analyzed in more detail.
Learn how to use the Report Builder to export data out of dotloop and then transform it into useful business insight with basic Excel functions and free templates we’ve created for you:
• Data sorting and filtering – Learn more + free template
• How to create financial reports – Learn more + free template
• Visualize your sales funnel with loop tags – Learn more + free template
• A data-driven approach to agent development – Learn more + free template