Executive PDF reports

The second Agency Pulse tab is "Reports," and it opens the "Reports Center": AI-generated evaluations of your agents and of the agency, with history and PDF export.

The three buttons

• "Generate AI report" from an agent profile: evaluates that person against their metrics for the period.
• "Agency report": evaluates the performance, productivity, team and leadership of the whole house.
• "Reports for all agents": one per person. It runs in the background and they appear as they finish.

Before generating, it asks for the "Evaluation window": 30 days, 90 days, 6 months or 12 months. The dialog explains why it matters: an evaluation needs a wide window to reflect trends. Thirty days of an agent with two closings is not a trend, it is an anecdote.

What the report contains

Every report is organized into "Evaluated dimensions," "Strengths," "Areas for improvement" and "Recommendations." The agency one adds "Agent spotlights" and "Risks to watch." Top right, "Export PDF."

How it is made, with no hype

The AI does not calculate the metrics: the platform does, the same ones from the earlier lessons. The AI only writes the analysis from those numbers, and it is forbidden from inventing figures or printing variable names. That is why the report says "conversion of 90%, matching the agency average" instead of a string of equals signs.

Sharing it with the agent

The "Share" button makes that person see their evaluation inside The Pulse, under "My evaluations." You can see whether they opened it and how many times, and you can "Stop sharing" whenever you want.

One warning worth the whole course: a shared report is a conversation tool, not a whip. Share it when you are about to sit down and read it with the person. Sent without a conversation, an "areas for improvement" write-up does precisely the opposite of what you wanted.