Reporting
What the agency looks like across every team, read from the records the work already produced.
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Add-on
Stop assembling the board pack by hand.
Pipeline, rent roll, trust position and what is about to lapse — read across every team, from the records the work already produced. No parallel spreadsheet, no month-end scramble.
Jump to the tourInsightsthe add-on
Reading pipeline, rent roll, trust and commission across several offices, with the board pack assembled for you, is Insights. The reports underneath it are on every plan.
Pipeline, rent roll, trust position and what is about to lapse, read across every team from the records the work already produced, for +A$99/mo.
Available on every plan · included on Group
What it reads
Pipeline
What is listed, at what stage, and what is likely to settle when.
Rent roll
Properties under management, rent, arrears and what is renewing.
Trust position
Both accounts, held against what, and reconciled to when.
Commission
Entitlements recognised, paid and outstanding.
Register activity
What went into each register, over a period.
Expiries
Licences, insurances and scheduled reviews, by date.
Insights
The agency read across every team
Built from the records the work already produced, so the board pack and the file can never disagree.
Core capabilities
Insights sits on top of the reports every plan already has.
Across every team
Pipeline, rent roll and trust position read across every team and every office, not one screen at a time.
From live records
Every number is derived from a record somebody made while doing their job. No parallel spreadsheet to keep.
Commission, as it stands
Entitlements recognised, paid and outstanding, from the same engagements the file holds.
What is about to lapse
Licences, insurances and scheduled reviews by date, alongside what went into each register.
The board pack, kept current
The pack is an export rather than a month-end scramble, and it stays current as the work happens.
Follows your access level
An Owner or Admin sees the agency, a Team Lead their team. The numbers are the same numbers, filtered.
One question per view
Each view answers the question a principal actually asks, and says where the answer came from.
What is listed, and what is likely to settle
Every sales campaign by stage, across every team, with what is expected to settle and when.
A campaign is an engagement attached to its property, so the pipeline and the property file are the same record read two ways.
Reads from
- Sales campaigns
- Agency agreements
- Offers and contracts
Built on the records, not beside them
Reports are queries over the records, not a separate reporting database.
Nothing entered twice
Briesa never asks you to enter anything a second time for the sake of a report.
Traced to the entries
Because a report is a query over the records, every figure can be traced to the entries behind it.
Always current
There is no nightly copy to fall behind. What the file says now is what the report says now.
Yours to take away
Every report exports as CSV, and the audit pack exports as a bundle.
Latest
| Title | Description | Topic |
|---|---|---|
| Operations and compliance, every page in the demo | Every page, dialog and write of the first three phases now works in the demo agency: the foundation, operations and compliance. It runs on the demo’s own data while the live database is wired underneath it, and every write leaves an entry in the audit log. | Compliance |
| Sign-in, on its own | Signing in moves to its own address, separate from the workspace, and the screens gain the building blocks the next pages are made of. | Platform |
| Properties and contacts as profiles | A property and a contact now open as a profile, with what matters about them beside the record rather than behind another click. | Product |
| The workspace takes shape | The workspace’s main pages get their layout, and the shell gets a tablet and a phone layout of its own. | Product |
| The first workspace | The first build of the workspace: its shell, its first pages over the demo agency, and the screens that come before somebody belongs to an organisation. | Platform |
Added to your plan
Available on every plan · included on Group.
Agent Pro
+A$99/mo
Added to Agent Pro
Talk to usBoutique
+A$99/mo
Added to Boutique
Talk to usLarge
+A$99/mo
Added to Large
Talk to usGroup
Included
Priced with the network
Talk to us
All prices AUD, excluding GST. See the plans
FAQ
Which plans can add Insights?
Every plan. It is added to Agent Pro, Boutique or Large for +A$99 a month, and it is included on Group.
What is on every plan without it?
The reports themselves: pipeline, rent roll, trust position, commission, register activity and expiries, each exportable as CSV. Insights is reading them across several offices, with the board pack assembled for you.
Do we need to keep a spreadsheet alongside it?
No. Insights reads the same records the registers do, so the board pack and the file can never disagree.
Who in the agency sees what?
What you see follows your access level: an Owner or Admin sees the agency, a Team Lead their team, a Team Member their own work.
Is Insights finished?
It is being built with the agencies that asked for it. Tell us what your board actually asks for, and it shapes what comes next.
Read how the numbers are made
The documentation walks through the dashboards and the reports Insights is built on.
The numbers, without the spreadsheet.
Insights reads the same records the registers do, so the board pack and the file can never disagree. Added to your plan; included on Group.