3rd June 2026

3rd June 2026

📊 New Report: Branch Performance Report

What’s new

We’ve introduced a brand-new Branch Performance Report, giving you a complete view of activity and results across each branch — now including Financial Services Appointments alongside core sales performance.


📈 What the report includes
Track all key branch metrics in one place:
  • Applicants Registered
  • Valuations Booked
  • Valuations Attended
  • Calls Made
  • Viewings Booked
  • Viewings Completed
  • Instructions
  • Offers Received
  • Sales Completed
  • Moved Into Occupation
  • Financial Services Appointments
🧩 Flexible reporting tools
Easily tailor the report to your business needs:
  • Widget selector
  • Paging
  • Sorting
  • Filters & search
  • Data export
  • Multiple chart types
  • Hide/show columns
  • Clean, configurable look & feel

💡 Why this matters for your agency

All your performance data in one place
  • No need to switch between reports — sales and financial services are combined in a single, clear view
Drive more revenue opportunities
  • Track Financial Services Appointments alongside property activity
  • Spot opportunities to increase mortgage and protection referrals
Better branch oversight
  • Give managers a clear, consistent view of performance across all locations
  • Quickly identify where support or improvement is needed
Save time on reporting
  • Reduce manual reporting and spreadsheets
  • Export and share insights in seconds

🏡 Built for growth

As part of Dezrez’s all-in-one platform, this new report helps you connect the full customer journey, from applicant registration through to completion and beyond — helping you maximise every opportunity.

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