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Transform Your Data into Actionable Insights

Upload your Dotloop export or connect directly to Dotloop to instantly generate professional commission reports, agent leaderboards, and financial analytics.

Welcome! Let's Get You Started

Complete these steps to master the Dotloop Reporting Tool

Progress0 of 4 completed

Upload CSV File

Upload a Dotloop export CSV file to analyze your data

Transform Your Data into Actionable Insights

Upload your Dotloop export to instantly generate professional commission reports, agent leaderboards, and financial analytics.

Drop your CSV file here

or click to browse your computer

Supports Dotloop Broker Exports

Maximum file size: 50MB

Data Quality Tips

Follow these best practices to ensure accurate commission calculations and meaningful insights

Critical Fields

6 required

Loop Name, Closing Date, Agents, Price, Commission Rate, Status

Data Completeness

Aim for 90%+

Check Data Health tab after upload

Common Mistake

Commission Rate

Enter as 3, not 0.03 or 3%

Ready to upload?

Use the checklist above to verify your CSV before uploading. The system will show you a data health report after import, highlighting any completeness issues.

Required CSV Fields

Loop Name
Closing Date (MM/DD/YYYY)
Agents (comma-separated)
Price (numeric)
Commission Rate (whole number)
Loop Status (standardized)

No Upload History

Your uploaded CSV files will appear here for quick access.