Sie sagen
„Follow Up Boss already reports by source.“
Wir sagen
On leads and activity, which it sees. The commission is in the brokerage system, and nothing joins the two.
Für Follow Up Boss
A portal lead takes eleven months to buy a house, if it ever does.
Export leads from Follow Up Boss, match them against closed commissions, and rank sources over a window that fits a property purchase.
Kein API-Schlüssel Nichts in Follow Up Boss zu installierenNichts zu installieren Keine Karte nötigOhne Karte
Follow Up Boss holds the lead side for most teams that use it — every portal lead, every source, every agent assignment — while the commission is recorded in the brokerage's own system. CloseRev joins the two on the contact detail and reports closed commission by source, over a window long enough for a property purchase to have happened. Commission with no traceable lead is reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Follow Up Boss geprüft.
Die Lücke
You are buying leads monthly and judging them quarterly, against a purchase that takes a year.
Follow Up Boss sieht
Was verkauft wurde, an wen und für wie viel.
keine gemeinsame Zeile
Ihr Anzeigenkonto sieht
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Was im Export stehen muss.
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
- Erforderlich
Lead phone or email
Captured at enquiry. The phone number is the working key; portal leads often supply a masked email.
- Erforderlich
Lead source and date
Which portal or campaign produced it, and when. The date is what makes the long window usable.
- Erforderlich
Closed commission
From the brokerage's transaction records: the commission the team actually received, not the sale price.
- Optional
Agent assignment
Which agent worked the lead. It separates a source problem from a follow-up problem.
Schritt für Schritt
So holen Sie die Datei aus Follow Up Boss.
Geschrieben für alle, die Follow Up Boss im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export leads with source, date and agent
One row per lead with a contact detail, the source and the date it arrived.
-
Export closed transactions with commission
From the brokerage system: client contact detail, commission received, closing date.
-
Use a two-year window
Portal leads convert over many months, and a quarterly view reports on leads that have not had time to buy anything.
-
Keep every lead, including the dead ones
Portals are priced per lead, so the ones that went nowhere are the denominator of the whole calculation.
-
Upload both
The join runs on the phone and the email, normalised, grouped by when the lead arrived rather than when it closed.
Was zurückkommt
Die Seite, die Follow Up Boss Ihnen nicht zeigen kann.
Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Immobilien – nicht aus einem Follow Up Boss-Konto.
Einem Kanal zugeordnet$351,00065% von $540,000
Zugeordnete Verkäufe30 von 45nur hohe Konfidenz
Durchschn. Verkauf$12,000pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 12 | $145,800 | |
| Immobilienportale | 10 | $118,800 | |
| Meta Ads | 8 | $86,400 | |
| Direkt / Unbekannt | 15 | $189,000 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
Was sich ändert, wenn transaction und Anzeige in einer Zeile stehen.
The conversion window is longer than the buying cycle of the reporting
A registration on a property portal is frequently somebody eleven months from a purchase who is currently looking at pictures.
Teams buy those leads monthly and review them quarterly, which means every review is being run on a cohort that has not yet had the chance to convert.
The predictable result is that a source is judged poor, cancelled, and replaced by another that will be judged the same way for the same reason.
Grouping commission by when the lead arrived, over two years, is the only way to see a cohort through to its actual conversion rate.
The report labels recent cohorts as incomplete rather than showing them alongside mature ones, because that comparison is how good sources get cancelled.
Agent assignment separates a lead problem from a follow-up problem
In a team, leads are distributed, and conversion varies by who received them at least as much as by where they came from.
A source routed to a new agent during a busy quarter will convert poorly, and the source will take the blame for a routing decision.
Carrying the agent through lets the report hold one constant while looking at the other, which is the only way to tell the two apart.
Teams that run this frequently find their worst-performing source is their best source badly handled, which is a management fix rather than a purchasing one.
It is also the finding most likely to be unpopular, which is a reason to have the data rather than the argument.
Commission, not sale price, and not both in the same column
A transaction's headline value is the property price; the team receives a commission, which is a fraction of it and varies by split and by side.
Ranking sources on sale price rewards whichever produced expensive houses rather than whichever produced profitable work.
The report uses commission received, and where the split differs by agent or by side, using the team's actual receipt keeps the comparison honest.
It also makes buy-side and sell-side leads comparable, which price never does because the two sides carry different work for similar money.
Whichever basis you use, the report states it, because a number whose basis is unstated cannot survive a disagreement.
Sphere and referral are the largest source and the least measured
Most established agents close the majority of their business through people they know, past clients and referrals from them.
None of that appears in a portal report, so the portals are judged as though they were the whole business and the sphere is treated as free.
Recording the referral source at the point of contact puts it into the same comparison on the same commission.
The usual finding is that the portal spend is buying a much smaller share of the year than anyone assumed, which changes where a team's time goes rather than only its money.
Berechtigte Fragen
„Follow Up Boss kann das doch schon.“ Nicht ganz.
Sie sagen
„Two years is too slow.“
Wir sagen
The purchase takes that long. The alternative is judging a cohort before it has had a chance to buy anything.
Sie sagen
„Our sphere is not a marketing channel.“
Wir sagen
It is the largest one you have, and it costs time rather than money. Leaving it out makes the portals look bigger than they are.
No. It reads an exported file, so your leads, calls and messages stay where they are.
The lead side. Closed commissions from the brokerage system are the other half.
Leads with a contact detail, source, date and agent, plus closed transactions with commission received.
Two years, because a portal registration is often a purchase eleven months away.
So a cohort can be seen through to its real conversion rate rather than judged before it had the chance.
Their cohorts are labelled incomplete. Comparing them with mature ones is how good sources get cancelled.
Price rewards expensive houses; commission measures what the team received, and it makes buy and sell sides comparable.
Yes. Portals charge per lead, so the dead ones are the denominator of the entire calculation.
Yes, where the assignment is exported, and the two are routinely confused.
Yes, recorded at contact. For most established agents they are the largest source.
A contact detail, a source and a date on one side; a contact detail, a commission and a date on the other. No property records, no messages, no call recordings. Encrypted in transit and at rest and deleted with the import.
Closed commission per source grouped by when the lead arrived, agent held constant where possible, incomplete cohorts labelled, and everything unmatched kept visible.
Nach Branche
Branchen, die Follow Up Boss nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- ImmobilienWelche Anzeigen haben zu Abschlüssen geführt?
- ImmobilienteamsWelche Lead-Quellen haben Provision gebracht, die Sie tatsächlich eingenommen haben?
- MaklerunternehmenWelche Ausgaben haben Company Dollar gebracht, und welche haben Makler gebracht?
- LuxusimmobilienWelche Kanäle haben Käufer gebracht, die tatsächlich abgeschlossen haben?
- BaufinanzierungsvermittlerWelche Anzeigen haben ausgezahlte Darlehen gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Eine der beiden Dateien kvCORE Real estate teams and brokerages Eine der beiden Dateien Was exportieren Datei mit Abschlüssen Entrata Multifamily operators Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen DoorLoop Small property managers Datei mit Abschlüssen Was exportieren
Alle 97 Systeme 
Follow Up Boss und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.
Heute starten
Zwei Exporte, und Sie wissen es.
Nichts in Follow Up Boss zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.