Reporting
Reporting that is extensive, detailed and flexible
Whether your organization is growing or already a multi-company operation, Our time-tested software empowers your brokerage with timely and relevant information at your fingertips. Accurate reports and projections enables astute decision-making without the hassle of time-consuming spreadsheets. Say goodbye to repetitive (and expensive) bookkeeping tasks as darwin streamlines your processes, freeing up your senior accounting staff to tackle more impactful priorities. With interactive dashboards and reports that are tailored to specific roles and responsibilities, your management team will have the precise insights they need to excel and seize every opportunity.
Analytic dashboards
This is the best way to see your most important information in real-time from your home page or your mobile device.
- Customize your dashboards from over 1500 KPI analytics
- Make different dashboards for different people in your company
- Control access to sensitive information by company, office or region
- Change your dashboards at any time with easy drag-and-drop tools
Reliable
Every accounting report your CPA needs to do their work is included in darwin, from budget reports to year-over-year financials. Report structures adhere to generally accepted accounting principles, so the reports will be clear and comprehensible to your finance team. Filter and compare data for your offices or companies side-by-side. Use the analytics dashboard to view profit and loss trendlines over time.
- Financial reporting for all your companies or franchises in one software package
- All G.A.A.P. reports by company, office, region or division with interactive drill-down detail
- Bank reconciliations and trial balance detail inquiry tools
- Interactive dashboards for both financial and productivity analysis
- Budgeting for both financial and productivity goals
Efficient
The best reporting processes combine accessibility with controlled information flow. darwin reports can be printed, viewed in darwin.cloud, analyzed on the live dashboard or delivered automatically with scheduled or on-demand emails. You determine not only which reports are available to team members and what information is included your reports, but also which offices and companies are visible to each team member.
- Print, download or email reports on-demand
- Schedule reports to be delivered via email
- Customize reports for different audiences and set different access permissions
- Staff & agents run the reports they need on-demand in darwin.cloud
- API supports downloading all your compiled data to your own analytics engine or report writer
Relevant
- In-depth agent production reports let you choose which data fields to include in every report
- Compare agents and offices in your companies or compare agents to themselves and their goals over time
- Run reports by company, office, region or division – or combine all your companies to get a global snapshot of the organization
- Save customized reports to build a personalized report library that you can share with everyone in the company
- Export and deliver reports in a wide variety of formats or export the raw data
- Set budget & goals for expenses and a range of production goals such as days on market, new listings, PPP and volume
- Run reports to show the productivity of recruiters & manager
- Track how external partners like mortgage and title companies are performing
Ready to evolve?
Request a demo or learn more about the power of darwin.