Eles dizem
“Follow Up Boss already reports by source.”
Nós dizemos
On leads and activity, which it sees. The commission is in the brokerage system, and nothing joins the two.
Para 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.
Sem chave de API Nada para instalar no Follow Up BossNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio Follow Up Boss em 24 de setembro de 2026.
A lacuna
You are buying leads monthly and judging them quarterly, against a purchase that takes a year.
O Follow Up Boss vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
Lead phone or email
Captured at enquiry. The phone number is the working key; portal leads often supply a masked email.
- Obrigatória
Lead source and date
Which portal or campaign produced it, and when. The date is what makes the long window usable.
- Obrigatória
Closed commission
From the brokerage's transaction records: the commission the team actually received, not the sale price.
- Opcional
Agent assignment
Which agent worked the lead. It separates a source problem from a follow-up problem.
Passo a passo
Como tirar o arquivo do Follow Up Boss.
Escrito para quem está com o Follow Up Boss aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
O que você recebe
A página que o Follow Up Boss não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Imobiliário — não de uma conta do Follow Up Boss.
Atribuída a um canal$351,00065% de $540,000
Vendas com correspondência30 de 45só alta confiança
Ticket médio$12,000por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 12 | $145,800 | |
| Portais | 10 | $118,800 | |
| Meta Ads | 8 | $86,400 | |
| Direto / Desconhecido | 15 | $189,000 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada transaction e o anúncio ficam na mesma linha.
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.
Perguntas justas
“O Follow Up Boss já faz isso.” Não exatamente.
Eles dizem
“Two years is too slow.”
Nós dizemos
The purchase takes that long. The alternative is judging a cohort before it has had a chance to buy anything.
Eles dizem
“Our sphere is not a marketing channel.”
Nós dizemos
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.
Por setor
Setores que usam o Follow Up Boss.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- ImobiliárioQuais anúncios geraram negócios fechados?
- Equipes de corretoresQuais origens de leads geraram comissão que você de fato recebeu?
- ImobiliáriasQual investimento gerou receita para a imobiliária, e qual gerou corretores?
- Imóveis de alto padrãoQuais canais trouxeram compradores que de fato fecharam?
- Correspondentes de crédito imobiliárioQuais anúncios geraram financiamentos liberados?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Qualquer um dos arquivos kvCORE Real estate teams and brokerages Qualquer um dos arquivos O que exportar Arquivo de vendas fechadas Entrata Multifamily operators Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas DoorLoop Small property managers Arquivo de vendas fechadas O que exportar
Todos os 97 sistemas 
Follow Up Boss e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no Follow Up Boss, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.