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Connect GDS

Agent(s) Dashboard

Disconnect/Remove GDS

GDS FAQ

Welcome to Loft pro's Google Data Studio integration.  If you're interested in this integration, you must sign up for it here https://loft47.com/loft47pro/

When signing up, you can choose whether you want your data to be based on the following:

1. ‘Transacted’ Data: This data set is based on the deal’s 'Transacted at' (paid out date)

1. ‘Closed’ Data: This data set is based on the deal’s 'Transacted at' (paid out date)
   

In the video below, we introduce you to the integration and provide a quick overview.

Connect Google Data Studio

In order for this integration to work in your brokerage, you must:

1. Connect the Google Integration in Loft by following the steps in this article https://support.loft47.com/portal/en/kb/articles/google
   
2. Once the Google Integration has been connected, enable the nightly export option.
   

After you've done the two steps above, reach out to support to let us know and we'll complete the setup.

The Dashboard setup is typically completed within 48 hours but may take longer if additional data needs to be synced. You’ll know it's complete when the 'Google Data Studio' option appears under the 'Dashboard' menu on the left side of the app.

Agent Dashboards

Each agent's dashboard is secured with a unique daily PIN to protect their data. This PIN is required for access and is a mandatory security feature and will not be removed.

Please share the following overview of Agent's Dashboard video https://youtu.be/QGjqY2uM7_8 with your agents.

Remove Google Data Studio

You can remove both your agent’s GDS dashboards and your brokerage's dashboard by deleting the URL from their respective fields.

Remove Brokerage's GDS Dashboard

Head to Integrations> Click Edit> Expand the Google Data Studio Section and remove the URL in the GDS Dashboard field>Save your changes.

Remove Agent's GDS Dashboard

Head to Integrations> Click Edit> Expand the Google Data Studio Section and remove the URL in the Agent Dashboard field>Save your changes.

Google Data Studio FAQ's

Brokerage Dashboard

Once fully integrated and setup, the Google Data Studio Dashboard will be your default ‘home’ page.

Dashboard Customization

You can request customization via the ‘Customize Dashboard’ button at the top left of the dashboard or using our request form https://loft47.com/loft47pro-contact/

Please note, the cost for customization is $75/h and our specialist will reach out to go over your needs and quote you a time frame based on that meeting.

Exporting Data

Right click on any Report to export to a spreadsheet.

Google Data Studio Navigation

Whether you chose the Transacted at or Closed at data set to display in your Dashboard, the following pages, by default, will be available within your Google Data Studio Reporting:

1. Business Overview
   
2. Overview - Trends
   
3. Leaderboard
   
4. Yearly Trends
   
5. Upcoming/Unpaid
   
6. Written Closed
   

You can navigate to any of those pages by hovering over the directional arrows found at the bottom left or the Dashboard.

Business Overview Sections

‘Written’ Data

This data set is based on when the deals were created, either via the 'Add New deal' function or via a deal creation from an integration, like dotloop, etc.

Written Data/Deals # 

In GDS, the deal number count does not use end counts rather 1 deal (regardless of it's end count) = 1 deal on the Dashboard. Example: a list, sell, and/or double end deal would have a deal count of 1.

Written Data/Sales Volume

The total Sales Volume for Written deals within the data range selected in the Dashboard.

Written Data/Agent CGI

The total GGI for Written deals within the data range selected in the Dashboard.

Written Data/Company Income

The total Company Income for Written deals within the data range selected in the Dashboard.

Company Income is the total of all deductions categorized as 'Income' in the deduction's General Ledger Accounts/Ledger Type field, see image below.

Example: if a deduction Type is set to Standard type but the G/L is classified as an income type, this deduction will be included in the total Company income data in the Dashboard

‘Closed’ Data

This data set is based on the deal’s 'closed at' field in a deal. The data will pull all deal data with 'Closed at' dates set within the date range selected in the Dashboard.

Closed Data/Deals # 

The total number of deals with Closed at dates within the data range selected in the Dashboard.

In GDS, the deal number count does not use end counts rather 1 deal (regardless of it's end count) = 1 deal on the Dashboard. Example: a list, sell, and/or double end deal would have a deal count of 1.

Closed Data/Sales Volume

The total Sales Volume for deals with 'Closed at' dates within the data range selected in the Dashboard.

Closed Data/Agent CGI

The total GGI for deals with 'Closed at' dates within the data range selected in the Dashboard.

Closed Data/Company Income

The total Company Income for deals with 'Closed at' dates within the data range selected in the Dashboard.