Module overview
Get instant access to live data across every part of your brokerage, from boat and yacht listings and lead activity through to completed sales and aftersales performance. Flexible, easy-to-use Power BI dashboards inside EliteBrokers boat broker software give you the insights you need, when you need them.
Whether you want a high-level view of sales performance or a detailed breakdown of lead conversion, listing activity or broker productivity, the data is always up to date and ready to support quick, confident decisions.
Track what matters most to your brokerage, spot trends in buyer behaviour, and uncover opportunities to improve performance, all without relying on static reports or disconnected spreadsheets.
What can boat brokers do with EliteBrokers reporting and analytics?
Custom dashboards for every area Tailored insights for boat sales, lead activity, aftersales and leadership with views that matter to each role.
Live data at your fingertips Access real-time information across all listings and sales pipelines to make faster, smarter decisions.
Drill down into the detail Click directly into buyer, seller, or listing records from any report to understand what’s driving your numbers.
Track key metrics across your pipeline Monitor performance from first enquiry to handover and aftercare — all in one place.
Forecast with confidence Use historical and live data to predict demand, plan inventory and prioritise marketing activity.
Spot trends and act early Visualise data to see which boat listings are performing, where interest is dropping, and where action is needed.
Powerful visual reporting with Power BI Take your analysis further with Microsoft Power BI integration for advanced dashboards and in-depth insights.
Which analytics tools are built into EliteBrokers for boat and yacht brokers?
- Customisable dashboards for sales, listings, and aftersales.
- Real-time data feeds for live performance tracking.
- Drill-down reporting to view buyer, seller, or listing details.
- KPI tracking widgets for lead conversion and sales goals.
- Sales and aftersales performance reports.
- Customer service and warranty analytics.
- Excel integration for custom data manipulation.
- Microsoft power BI integration for advanced analytics.
- Pipeline and forecasting views for accurate sales planning.
- Operational and team performance reports.
- Exportable data sets for easy sharing.
- Report scheduling and automated distribution.
An overview of EliteBrokers boat and yacht brokerage software
See how EliteBrokers, our dedicated boat broker software from Elite Dynamics, helps boat brokers, yacht dealers and marine sales teams manage listings, leads, sales, aftersales and reporting in one connected platform.
Related modules
How we help our customers with boat and yacht broker management software
Customer success stories
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Mark Brown
Port of Newport -
Our previous systems simply weren’t designed for the scale and turnover of our operations. Staff were frustrated, customers were frustrated, and we we...
- Carl Onens
ABC Leisure Group -
For us, moving to EliteMarinas was not just about choosing a new system. It was about reducing risk, removing duplicated data handling and creating a ...
- Pavlos Charalambous
Ayia Napa Marina -
We chose EliteMarinas because it offers the integration, automation, and scalability we need to take Ayia Napa Marina to the next level. The solution ...
- Adam Yardley
Norfolk Broads Direct -
We’re thrilled to have EliteMarinas up and running across our operation. The project has been a great experience, and the system already feels like a ...
- Debbie Hunt
Aquavista -
We operate a nationwide boat sales service, so we needed a platform that could support our current operations as well as our future growth plans. Elit...
- Carl Onens
ABC Leisure Group -
EliteMarinas gives us the opportunity to bring together everything from lead and sales management, to bookings, financial controls and on-site operati...
- Elliott Poulter
Microsoft, SMB Business Lead UK - Business Applications -
Coastal & Inland Marinas is a niche within the hospitality and tourism industry. Businesses in this sector have very unique and complex needs, so work...
- YC Chue
AristoU Pte LTD -
Partnering with Elite Dynamics significantly expands our portfolio, enabling us to offer specialised, comprehensive solutions designed specifically fo...
Ready to see how EliteBrokers can transform the way your yacht or boat brokerage operates?
Book a demo today and explore how our all-in-one software can help you save time, improve efficiency, and deliver a better experience for your customers.
EliteBrokers Reporting and Analytics FAQs
EliteBrokers Reporting and Analytics is the business intelligence layer inside our boat broker software, built on Microsoft Dynamics 365 and powered by Power BI. It gives brokerage principals, sales managers and service leads real-time visibility of every part of the business, from listings and leads through to sales, aftersales, warranty and finance, all in one connected view.
Most brokerages run on gut feel, weekly sales meetings and spreadsheets that are already out of date by the time they land. EliteBrokers boat broker software replaces that with real-time dashboards and reports, so brokerage owners always know which listings are moving, which brokers are performing, which deals are stalling, and where margin is being made or lost.
Everything that matters to a modern brokerage, including lead volume and conversion, sales pipeline value, broker performance, listing age and turnover, quote-to-close ratios, warranty and service costs, supplier recoveries, aftersales revenue and finance performance. Because EliteBrokers is one connected platform, every KPI is tied back to the same buyer, boat and broker record.
Yes. EliteBrokers is built on Microsoft Dynamics 365, so Power BI dashboards are embedded across the platform. Brokers see their own pipeline and activity, sales managers see team performance, and principals see the full commercial picture of the brokerage, all in real time, with drill-down into any deal, buyer or vessel.
Yes. EliteBrokers yacht brokerage software tracks new and pre-owned sales separately, so brokerages can report on margin, volume, turnover and performance across both revenue streams. That is critical for brokerages selling a mix of new build yachts, ex-charter boats and pre-owned vessels, where each segment behaves very differently.
Yes. EliteBrokers gives sales managers and principals a clear view of broker performance, including leads worked, activities logged, viewings booked, quotes issued, deals closed and revenue delivered. That makes coaching easier, forecasting sharper, and commission calculations far less painful at the end of the month.
Yes. Reporting and Analytics covers the full customer lifecycle, not just the sale. Managers see open service tickets, warranty case resolution times, recurring issues by boat or manufacturer, engineer productivity and supplier recovery performance, turning aftersales into a source of commercial insight rather than a black box.
Yes. Because every lead, activity, quote and offer is captured in the same yacht brokerage CRM, EliteBrokers gives sales managers weighted pipeline forecasts based on real data, not broker optimism. Combined with historical trend reporting, that makes it far easier to plan cashflow, stock and headcount with confidence.
Yes. With Microsoft Copilot embedded across the Dynamics 365 platform, brokers and managers can ask natural language questions of their data, generate summaries, and surface insights without needing to build reports from scratch. It is the AI-powered edge that legacy boat brokerage software simply cannot deliver.
Most boat brokerage software offers only basic list-view reports or exports to Excel. EliteBrokers is a full boat broker software platform on Microsoft Dynamics 365, with Power BI dashboards, Copilot-powered insights and reporting across sales, aftersales, finance and operations. It is the same technology trusted by global businesses, tailored for boat and yacht brokerages.