Analytics, Reports, Account & Billing Dashboard
Core Feature

Analytics, Reports, Account & Billing

Gain actionable insights with comprehensive analytics, generate detailed reports, manage user accounts with role-based access, and handle billing operations seamlessly — all from one unified platform.

BUSINESS INTELLIGENCE

From analytics, Reports to billing,every business insight stays clear

Stellivo keeps your analytics dashboards, performance reports, user accounts, role permissions, and billing operations in sync—so no insight is missed, every user has the right access, and financial tracking remains transparent.

01

Track Analytics

Monitor KPIs & metrics

02

Generate Reports

Create detailed insights

03

Manage Accounts

Control user access

04

Handle Billing

Automate invoicing

Analytics, Reports & Billing Workflow
Reports

Weekly & Monthly

Auto-generated

24 Reports Ready

Lead & Sales Analytics

Understand Sales Performance With Real-time CRM Insights

Track leads, conversions, active pipeline, response time, top channels, source-wise performance, stage conversion funnel, sold units, income, gross bookings, and forecast trends from one analytics workspace.

15,975

Total pipeline

32

Converted leads

app.stellivo.com
Lead analytics feature 1

Lead Source Analytics

Track leads by source such as Facebook, Walk-In, Email, Housing, Twitter, LinkedIn, Instagram, YouTube, and other channels.

Stage Conversion Funnel

See how leads move across stages like New, Unassigned, Qualified, Follow Up, Lost, and In Progress to identify pipeline bottlenecks.

Channel vs Visit Tracking

Compare lead sources against site visits to understand which channels bring high-intent prospects.

Sales Performance Overview

Analyze sold units, lead volume, income, and gross bookings by period so management can understand business growth clearly.

SLA & Response Insights

Monitor response time, touches per lead, SLA compliance, and delayed follow-ups to improve sales execution.

Forecast & Benchmark Reports

Use forecast vs target, pipeline velocity, cohort retention, and channel benchmarks to plan sales strategy with data.

Staff Performance

Measure Team Activity and Improve Sales Execution

Track staff actions, conversions, assignments, records touched, activity pace, login activity, lead volume, task completion, response quality, and individual performance from one team analytics view.

3

Actions logged

25%

Staff conversion

Staff Activity Log

View every staff action with lead or client name, action type, updated by, updated date, and full activity description.

Activity Mix Analysis

See how many updates, custom actions, created records, and status changes were performed by staff.

Staff Snapshot

Compare pipeline leads, converted leads, and conversion percentage for each selected staff member.

Login & Timeline Tracking

Track staff login activity, activity timeline, and working patterns across selected date ranges.

Task Completion Insights

Measure completed, open, pending, and overdue tasks to understand daily execution quality.

Individual Performance Reports

Analyze staff-wise leads, bookings, revenue, response time, engagement score, and conversion quality.

app.stellivo.com
Staff performance feature 1
Reports & Scheduling

Automate CRM Reports With Templates and Scheduled Delivery

Create scheduled reports, choose report templates, configure recipient groups, set frequency, preview report logic, track execution history, and deliver recurring CRM insights without manual reporting work.

3

Report templates

1

Active schedule

app.stellivo.com
Report scheduling feature 1

Report Schedule Builder

Create report schedules with report name, report type, description, priority, date logic, and delivery settings.

Template Library

Use pre-configured templates like Basic Task Report, Comprehensive Task Report, and Executive Task Summary.

Recipient Groups

Send reports to selected recipients or groups so managers, admins, and team leads receive the right updates.

Frequency & Date Logic

Configure daily, weekly, or monthly reports with correct date filters for task, lead, and team performance reports.

Execution History

Track report runs with processing, completed, and progress status so every scheduled report has a delivery record.

Preview, Compare & Control

Preview reports, compare report runs, pause schedules, restart schedules, and manage report delivery from one place.

Organization Analytics

Understand Team Structure and Reporting Relationships Clearly

View headcount, users with managers, reporting coverage, average span of control, reporting type distribution, total relationships, and organizational structure insights for better capacity planning.

7

Total users

85.71%

Coverage

Headcount Overview

See total users, users with managers, coverage percentage, and overall organization structure health.

Span of Control

Analyze how many direct reports managers have so leadership can understand workload distribution.

Reporting Type Distribution

Track reporting structures such as direct, dotted line, project, matrix, and temporary reporting.

Relationship Statistics

View total relationships, users with reports, and reporting gaps to improve organizational clarity.

Snapshot Tracking

Save and view organization snapshots so structure changes can be reviewed over time.

Capacity Planning

Use org analytics to plan hiring, restructuring, manager assignments, and team expansion decisions.

app.stellivo.com
Organization Analytics 1
Account Billing

Manage Workspaces, Plans and Billing From One Place

Control multiple workspaces, workspace details, GST settings, subscriptions, staff seats, plan upgrades, additional workspace purchases, order history, invoices, and billing records from one account management area.

2

Workspaces

18%

GST configured

app.stellivo.com
Workspace Billing 1

Multi-workspace Management

Manage multiple real estate workspaces or projects from one login with separate CRM data, settings, subscription, and team access.

Workspace Details

View workspace ID, type, address, GST, pincode, subscription status, renewal date, and team member information.

Subscription Control

Manage active subscriptions, renewals, upgrades, and workspace-level billing from the account area.

Add New Workspace

Purchase an additional workspace slot when your business needs to manage another project, site, or brand separately.

Extra Staff Seats

Buy additional staff seats for the selected workspace when your team grows beyond the current plan.

Order History & Invoices

View paid orders, payment references, invoice numbers, dates, workspace names, order type, status, amount, and downloadable GST invoices.

WHO IT HELPS

Built For The Teams Who Move Real Estate Forward

Stellivo helps builders, brokers, channel partners, and construction teams work with connected data, clearer responsibilities, and better visibility across real estate sales, communication, inventory, construction, and reporting workflows.

1,200+Active Users
500K+Leads Managed
80K+Bookings Tracked
99.9%Uptime
For Builders & Developers
BUILDERS & DEVELOPERS

For Builders & Developers

Manage projects, leads, clients, bookings, inventory, documentation, communication, construction progress, and business visibility from one connected real estate CRM platform.

  • Project and inventory control
  • Booking and client visibility
  • Reports and business tracking
ProjectsCRMDashboard
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For Brokers & Channel Partners
BROKERS & CHANNEL PARTNERS

For Brokers & Channel Partners

Track assigned leads, customer interactions, follow-ups, visits, bookings, commissions, project-wise activity, revenue visibility, and partner performance.

  • Lead and follow-up tracking
  • Booking and commission visibility
  • Partner performance insights
LeadsBookingsCommission
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For Construction & Operations Teams
CONSTRUCTION & OPERATIONS

For Construction & Operations Teams

Manage inventory, stocks, GRN, delivery, quotations, invoices, branches, warehouses, tasks, issues, RFIs, material planning, and site coordination.

  • Stock, GRN, and delivery tracking
  • Task, issue, and RFI management
  • Material planning and coordination
StockTasksRFI
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Not sure which plan fits your team?

Talk to our team
FAQs

Frequently asked questions about analytics, reports, account, and billing management

Find answers to common questions about real estate CRM analytics, automated reports, staff performance tracking, hierarchy reporting, account usage, billing visibility, and business insights with Stellivo.

What analytics does Stellivo provide for real estate businesses?

Stellivo helps real estate businesses track important CRM analytics such as total leads, active leads, converted leads, lead sources, follow-up activity, staff performance, channel-wise performance, booking movement, and business reports from one connected dashboard.

How does Stellivo help track sales performance?

Can Stellivo track staff activity and team performance?

Does Stellivo support automated CRM reports?

Can Stellivo show hierarchy and reporting relationships?

How does account and billing management work in Stellivo?

Why are analytics important in real estate CRM?

Why should real estate businesses use Stellivo for analytics and reports?

Still have questions? Our team is happy to help.

Contact our team
Stellivo Mobile

Real Estate Software Built for Experts

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