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Transaction
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Commission
Automation
Accounting
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Reporting &
Analytics

Your Data, Supercharged

Turn Raw Data into Real Business Growth

No more guesswork. BoldTrail’s reporting and analytics give you the power to make smarter, data-driven decisions that propel your business forward. With real-time tracking, customizable dashboards, and powerful insights, you’ll be able to optimize performance and stay ahead of the competition.

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Key Features of BoldTrail BackOffice’s

Reporting & Analytics

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Stay On Top of Your Business, Anytime, Anywhere

BoldTrail’s reporting tools give you the freedom to see what matters most—whether that’s cash flow, agent performance, or transaction stats. With up-to-the-minute updates, you can make decisions on the fly and stay in control.

  • Monitor pipeline status, pending cash flow, and more
  • Track key metrics in real-time with easy access
  • Make fast, informed decisions that drive growth
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Your Business, Your Dashboard

BoldTrail’s customizable dashboards give you a clear picture of your business. Design your dashboard to focus on the data that drives your success, and get a real-time snapshot to keep everything running smoothly.

  • Create dashboards tailored to your business needs
  • Visualize performance with easy-to-read layouts
  • Stay on track with up-to-date insights and data
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Create Reports That Work for You

Say goodbye to clunky spreadsheets and complex data entry. BoldTrail’s report builder lets you create customized, automated reports in just a few clicks. Spend less time crunching numbers and more time taking action.

  • Generate custom reports in seconds
  • Automate and schedule your reporting
  • Export reports to Excel for easy sharing and deeper analysis
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Every Deal, Every Dollar – Tracked and Analyzed

From individual transactions to total sales volume, BoldTrail’s detailed analytics give you the insights you need to optimize performance. Compare current results to past performance, identify trends, and improve ROI with every deal.

  • Track every transaction and its performance
  • Compare past and current performance for actionable insights
  • Optimize ROI by identifying key areas for growth
BoldTrail Front Office Platform - Marketing Autopilot

Effortless Integration with Dash for Ultimate Efficiency

BoldTrail makes compliance simple with Dash Integration. Sync personnel, listings, and transactions automatically—no more duplicate data entry or missed information. Keep everything streamlined and in-sync for maximum efficiency.

  • Sync listings, transactions, and personnel data to Dash automatically
  • Eliminate the risk of duplicate entries and errors
  • Keep everything compliant and up-to-date without extra work

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Looking to Simplify Your BackOffice?

BoldTrail BackOffice has a seamless ecosystem with the support, strategies, and cutting-edge tech for your unique business needs. Choose the system that will skyrocket ROI.

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