Loft47 Data Studio is an advanced reporting and analytics tool built to meet the specific reporting needs of individual brokerages.

This guide outlines how to validate the data displayed in Data Studio against Loft47 exports and explains any expected variances.

Data Studio contains the following reporting categories:

In Data Studio > #6. Written Report > Export Data

Data Studio Export Report shown as below:
Now apply the following filters in Loft Performance Report - we will need one for written and one for closed payout.

Step 2: Generate  Performance Report for written unpaid data: 

        Viewing - Pending History

            Date Scope - Created at January

            Ranking - Sales Volume
These filters return all unpaid (written) deals created during January. Generate Report and/or download it as xls.

From the Generate Report view, it shows:

1. Gross Commission: $97,414.55 (including tax) 
   
2. Agent GCI (before tax): $92,775.77, also as shown in the XLS download (Column F - total commissions)
   
3. Deal Count: 6 unique deals (Column R - Full Deal Number)
   
4. Sales Volume: $4,259,000 (unpaid deal volume, Column H - List Volume plus Column J - Sell Volume)
   
5. Deduction Total: $25,014.60 (Column Q - Deduction Income) 
   

Step 3: Now run a second Performance Report for closed deal data

                   Viewing - Completed
                   Date Scope - Transacted at in January

                   Ranking - Sales Volume

This will include all Paid data for deals closed in January. 

From the Generate Report view, it shows:

• Gross Commission: $53,550 (including tax - 5% in this example) 
  
• Agent GCI (before tax): $51,000, also as shown in the XLS download (Column F - total commissions)
• Deal Count: 1 unique deals (Column R - Full Deal Number)
• Sales Volume: $5,100,000 (closed paid deal volume, Column H - List Volume plus Column J - Sell Volume)
• Deduction Total: $25,963.31 (Column Q - Deduction Income) 
  
• When combined, the two Performance Reports should match the Data Studio metrics for all deals written in January.
  

📈 Side-by-Side Comparison

Metrics	Data Studio	Loft Performance Report (written + close)	Result	Notes
Deal Counts	7	7 = 6 + 1	✅match
Sales Volume	9,359,000	9,359,000 = $4,259,000 + 5,100,000	✅match	Data Studio counts the sales volume for both side agents on agent double-end and office double-end deals, which may result in higher sales volume totals compared to reports that count each deal only once.
Agent GCI	143,775.77	143,775.77 = $92,775.77 + 51,000	✅match
Company Income	47,499	49,443.52 ( $24,249.52 + $25,194)	Spot Check	Only deductions with the Income deduction type are included in Data Studio report. If there is a discrepancy, you will need to spot-check the deals individually to determine whether it is caused by a different deduction type being used.
%GCI	33.04%

1. Business Overview - Closed and 7. Closed Report

This validation compares closed deal data between Data Studio Report and Loft Performance Report for the month of January.  
Step 1: run Data Studio Report - Jan closed deal data shown as below

In Data Studio > #7. Closed Report > Export Data

Step 2: Generate Loft Performance Report for transacted at deals in January

           Viewing - Complete

             Date Scope - Transacted at January

             Ranking - Sales Volume  
This will include all paid data for deal transacted at in January.

Performance Report Export 

From the Generate Report view, it shows:

• Gross Commission: $53,550 (including tax - 5% in this example) 
  
• Agent GCI (before tax): $51,000, also as shown in the XLS download (Column F - total commissions)
• Deal Count: 1 unique deals (Column R - Full Deal Number)
• Sales Volume: $5,100,000 (closed paid deal volume, Column H - List Volume plus Column J - Sell Volume)
• Deduction Total: $25,963.31 (Column Q - Deduction Income) 

📈 Side-by-Side Comparison

Item	Data Studio	Loft Performance Report	Result	Notes
📌 Deal Counts	1	1	✅match
💰 Sales Volume	5,100,000	5,100,000(Column H+J)	✅match	Data Studio includes Agent Double End and Office Double End sales volume.
🧑‍💼 Agent GCI	51,000	51,000(Column F)	✅match
🏢 Company Income	25,194	$25,194 (Column Q)	✅match	Only Income Type Deductions are included in Data Studio Report.
📊 % GCI	49.4%	49.4%	✅match	% (Company Income ÷ Agent GCI)

🔑 Key notes:  Deduction Type Changes and Historical Reporting
When validating Company Income between Data Studio and the Performance Report, keep the following in mind:

✅Company Income (Column Q in Performance Report) includes Income-type deductions only.

🔄 If a deduction type is changed (for example, from Standard to Income) after a deal has closed, historical reports will use the current deduction type. Loft does not retain the deduction type that existed when the deal closed.

💰 Changing a deduction's type does not recalculate the deduction amount or affect any deduction dependencies on closed deals.

⏳ Data Studio may not reflect the change immediately. Once refreshed, it should match the Performance Report and use the current deduction type. 

1. Sales Volume
   
2. Deal Count
   
3. Agent GCI 
   
4. Company Income (Deduction Income)
   

The Leaderboard dashboard uses the same date range and metrics as the Loft Performance Report.

It provides an agent-by-agent visual comparison of Written vs. Closed production for:

• Sales Volume
• Agent GCI
  

This offers another way to compare and validate the data against Data Studio.

You can also validate agent-level results using the Payroll spreadsheet exported from the Loft Performance Report.

For example, in January Agent Bill's Sales Volume is $525,000 and Commission before tax is $10,500 in the Payroll spreadsheet and Data Studio also shows Agent Bill's sale volume and GCI the same numbers match and confirm the Leaderboard data is accurate.

You can also right click on the Data Studio view to "Export Chart" to see it in xls version. 

• Sales Volume
• Agent GCI
• Deal Count

To verify the numbers, compare the selected period/months/years in the dashboard with the corresponding data from the Loft Performance Report. The monthly totals for Written and Closed production match for each month, and the yearly totals equal the sum of those monthly figures. Matching monthly and yearly totals confirms the accuracy of the trend data.

Validate Example: using Loft Deals Filter Export 

The following example validates the projected payouts for Firm deals closing in June 2026.

Step 1:  Navigate to Deals > Filters and apply the following filters:

• Close Date: June 1, 2026 – June 30, 2026
• Sale Status: Firm
• Value to Validate: Payout Remaining

Step 2: Compare with the Upcoming/Unpaid Report - Export the Upcoming/Unpaid Report for the same date range.

* Data Studio export displays: 17 deals and Net Pay:: $361,244.92

matches Deal filtered Report - 17 deal and Column AM - Payout Remaining $361,244.92. 

This confirms that the Upcoming/Unpaid Report accurately reflects the projected unpaid commission amounts for Firm deals within the selected closing date range in Loft.

🔑 Key Note 

When validating Remaining Payout by work state, keep the following difference in mind:

• ✅ Deals Report: The Payout Remaining filter returns only transactions with a positive remaining payout amount.
• 📊 Data Studio – Upcoming/Unpaid Report: Includes all Firm (Upcoming/Unpaid) deals, including those with positive, zero, and negative remaining payout amounts.

💡 Tip: If your deal count doesn't match between the two reports, check whether any Firm deals have a zero or negative remaining payout, as these are included in the Data Studio report but excluded by the Payout Remaining filter in the Deals Report.

The Client Reports provide a spreadsheet-style view of sales activity by deal and agent for a selected date range, making it easy to review and validate transaction data.