Analytics & Reporting | IRIS — Real Estate Investor CRM
Analytics & Reporting

Know Your Numbers.
Close More Deals.

Real-time dashboards and AI-powered reports that show exactly where your leads are, where your revenue is coming from, and where your next deal is hiding.

30+
Pre-Built Report Templates
Real-Time
Live Dashboard Updates
100%
Of Your Data, In One Place
1-Click
Export to PDF or CSV

Your Entire Business at a Glance

Stop guessing. IRIS gives you a real-time command center — pipeline health, lead velocity, appointment rates, and revenue all visible the moment you log in.

Every metric updates live so you’re always working from current data, not yesterday’s spreadsheet.

  • Pipeline value and deal stage breakdown — live
  • Lead source performance: which channels convert best
  • Appointment show rates and follow-up completion
  • Revenue closed vs. projected — by week, month, quarter
  • Team activity tracking and productivity by rep
IRIS — Analytics Dashboard
This Month
Q3
YTD
$284K
Pipeline Value
↑ 18% vs last month
47
Active Leads
↑ 11 new this week
68%
Appt. Show Rate
↑ 9pts vs avg
Deals Closed — Last 6 Months
4
Feb
6
Mar
5
Apr
8
May
7
Jun
11
Jul
Lead Sources
Direct Mail 38%
PPC 26%
Cold 20%
Other 16%
LeadSourceStageValueStatus
M. TorresDirect MailOffer Sent$28KHot
K. WilliamsPPCAppointment Set$41KWarm
J. PatelCold CallClosed$19KWon

Every Metric That Matters to Real Estate Investors

IRIS tracks the KPIs that move the needle — not vanity metrics. Built specifically for wholesalers and investors who need to know exactly what’s working.

Lead Source ROI

See exactly which marketing channels generate the most contracts — and which are burning cash. Redirect spend to what converts.

Pipeline Velocity

Track how fast leads move through each stage. Spot bottlenecks before they stall deals and keep your pipeline flowing.

Appointment & Show Rates

Know your confirmed appointment rate, show rate, and conversion to offer — then optimize the step that’s costing you deals.

Revenue & Deal Tracking

Track assignment fees, gross profit, and projected revenue across all active deals in real time — by deal, by source, by month.

Team Performance

Monitor individual rep activity — calls made, messages sent, appointments booked, and deals closed — all in one view.

Custom Reports

Build and save your own report views. Filter by date range, lead source, stage, rep, or deal type — then export in one click.

30+ Pre-Built Reports. Zero Setup.

IRIS ships with a complete library of reports built specifically for real estate wholesalers and investors. Open the app, click your report, and get the answer — no data analysts required.

Every report is filterable by date range, lead source, campaign, rep, and deal type. Export to PDF for your investors or CSV for your spreadsheets.

See IRIS In Action →

Lead Source Report

Volume, conversion rate, and cost per deal by marketing channel.

Pipeline Snapshot

Deal count and value at every stage of your acquisition pipeline.

Follow-Up Activity Log

Every touchpoint, by rep and by lead — with response rate tracking.

Revenue Summary

Assignment fees, profit, and projected closings by week, month, or quarter.

Team Leaderboard

Rep-level performance on calls, appointments, offers, and closings.

Custom Builder

Build, save, and schedule any report view with your own filters.

Automated Delivery
Scheduled Reports

Set any report to run automatically and land in your inbox every Monday morning, end of month, or any schedule you choose. No logging in. No manual exports.

  • Weekly pipeline summary emailed every Monday at 8AM
  • Monthly revenue report delivered to your investors automatically
  • Daily lead volume digest for your acquisition team
  • Instant alerts when KPIs fall below your thresholds
AI Insights
Intelligent Trend Detection

IRIS doesn’t just show you numbers — it flags anomalies, surfaces trends, and tells you what’s driving changes in your pipeline before they become problems.

  • Automatic spike/drop detection on key metrics
  • AI-generated summary of your week’s performance
  • Trend forecasting: project next month’s revenue from current data
  • Actionable suggestions — not just charts
Start Today

Ready to Close More Deals?

Stop flying blind. Get IRIS and finally see the numbers that drive your real estate business — all in one place, in real time.