ProspectOS Insights brings tracked send activity, recorded costs, engagement, Pipeline outcomes and recorded instruction fee value into one branch scoped reporting view. Compare campaigns and postcodes, review attribution confidence and decide what to repeat, change or test next.
Insights is the read only commercial decision layer within ProspectOS. It uses recorded activity from controlled automations, Studio templates and Pipeline outcomes to support reporting within the selected branch, market type and period.
ProspectOS connects tracked sends and recorded costs with engagement, Pipeline progression and attributed outcomes. Source context, confidence and data quality help teams understand whether the evidence is strong or needs further review.
Review the campaign, automation, landlord, manual or lead context connected to an attributed outcome.
Keep tracked cost, attributed fee value, fee to cost return and net ROI clearly distinguished.
Attribution controls are designed to stop overlapping touchpoints from counting more than one instruction's total value.
Missing fee values, cost snapshots, source links or delayed processing can weaken the result.
Review the selected branch, Sales or Lettings market and reporting period through one commercial summary. Compare attributed fee value with tracked cost, then inspect the source chain, confidence and data quality behind the result.
Compare campaigns and automations within the same branch, market type and reporting period. Review successful sends, engagement, valuations and instructions where available, tracked cost, attributed fee value and the selected return measure.
Use source, template, status and date filters to inspect the underlying activity before changing the campaign.
Export supported campaign records using the active filters where permissions allow.
| Campaign | Sends | Engaged | Eng. rate | Val. | Attr. instr. | Tracked cost | Attr. fee | Return |
|---|---|---|---|---|---|---|---|---|
| Price Reduction Follow Up | 280 | 18 | 6.4% | 8 | 5 | £1,240 | £18,900 | 15.2× |
| Sold Near You Campaign | 420 | 22 | 5.2% | 10 | 6 | £1,680 | £22,500 | 13.4× |
| Withdrawn Listing Letter | 140 | 4 | 2.9% | 2 | 2 | £620 | £9,800 | 15.8× |
| Off Market Opportunity | 255 | 8 | 3.1% | 8 | 1 | £870 | £3,200 | 3.7× |
Compare entitled postcode districts using actual prospecting activity and attributed outcomes within the selected branch, market type and period. Use the evidence to decide where more review, testing or activity may be justified. Pair postcode performance with the property intelligence map to review the underlying records.
| Postcode | Sends | Engaged | Eng. rate | Attr. instr. | Tracked cost | Attr. fee | Return |
|---|---|---|---|---|---|---|---|
| SW11 | 350 | 18 | 5.1% | 5 | £1,400 | £20,000 | 14.3× |
| SW12 | 280 | 14 | 5.0% | 4 | £1,120 | £15,200 | 13.6× |
| SW4 | 250 | 12 | 4.8% | 3 | £1,050 | £11,400 | 10.9× |
| SW8 | 215 | 8 | 3.7% | 2 | £840 | £7,800 | 9.3× |
Review competitor activity within the selected territory, market type and reporting period using the metrics available in the released dataset. These signals can help identify where further investigation is justified, but they do not prove that another agent is losing an instruction.
| Competitor | Active | Reductions | Sold/Let | Multi | Avg DOM | Share |
|---|---|---|---|---|---|---|
| Foxtons SW11 | 156 | 18 | 42 | 34 | 47 | 12.1% |
| Kinleigh Folkard | 143 | 14 | 36 | 28 | 52 | 11.1% |
| Winkworth | 128 | 12 | 31 | 22 | 44 | 9.9% |
| Chesterton | 114 | 9 | 28 | 19 | 55 | 8.8% |
| Harrisons | 106 | 11 | 25 | 18 | 48 | 8.2% |
Build a plan using entitled postcodes, intended send volume, format mix and editable engagement, valuation, instruction and fee assumptions. Review forecast cost, break even and potential outcomes, then compare the saved plan with actual activity as the period progresses.
| Postcode | Available | Contacted | Not contacted | Coverage | Letters | Posts | Instr. |
|---|---|---|---|---|---|---|---|
| SW11 | 127 | 95 | 32 | 75% | 56 | 39 | 4 |
| SW1A | 156 | 112 | 44 | 72% | 68 | 44 | 5 |
| SW3 | 103 | 68 | 35 | 66% | 42 | 26 | 2 |
| SW7 | 89 | 54 | 35 | 61% | 33 | 21 | 1 |
Use Reports and Exports to review supported filtered activity records and the audit history behind them. Available reports, formats and export actions can depend on the user's role and whether the relevant data source is connected. Explore the ProspectOS platform or view pricing.
Apply the relevant date, campaign, user and postcode filters before exporting. CSV or XLSX availability depends on the released report and the user's permissions.
Book a 30 minute Insights walkthrough to follow the evidence from recorded campaign activity and cost through engagement, Pipeline outcome, attributed fee value and the commercial decision that follows.
We will use clearly labelled illustrative data for one campaign, one attributed outcome and one postcode comparison.