Transactions

The Transactions page is the team-wide transaction list, plus aggregate stats about how the deal flow breaks down across your team.

This page is for team leaders only.

Headline metrics

Four tiles across the top:

• Total Units — the unit count, with the underlying transaction count.
• Total Revenue
• Transactions — the raw transaction count.
• Active Members — how many members have transactions.

Visualizations

• Revenue Trend — a multi-color area chart of monthly revenue.
• Top Contributors — a diamond-shaped progress ring showing each top-five member's share of the total units, with an "Others" slice for everyone else. The center shows the total unit count.

Breakdown badges

Below the charts, two summary cards:

• Transaction Types — a row of badges with the count for each transaction type (Sale, Lease, etc.).
• Transaction Sides — a row of badges for buyer-side vs seller-side counts.

Full transactions table

At the bottom is the searchable transaction table. Each row shows the property (with a units indicator), member, type, side, sale price, and close date. Click any row to open the transaction in your main Transactions detail view.

The Export CSV button at the top-right pulls the data to a spreadsheet.