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Reporting Info
Book, hold, sign, or contract to win the day
KPIs
Reflection
Leaderboard
Leads by Source
Production by Agent
AgentLeadsAppts BkdAppts HeldSignedUCClosed
Recent Entries
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Phase
All
Nurture
Booked
Held
Signed
Timeline
All
6
7
8
9
10
Relationship
All
Salesperson
Nice
Knowledgeable
Helpful
Trusted
Quick Filters
8×8 Only
📞 Has Phone
✉ Has Email
Pipeline Summary
Sales Pipeline
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Contact Property/Area Type Stage Timeline Relationship Source Agent
Consistency & Streaks
Win Rate
Conversion Funnel
This Week vs Last Week
NMIC Coaching Insights
KPI Milestones
Pipeline Nudges
Activity Streaks
Custom Ratio Calculator
Per 1 of this...
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Select one metric from each column above.
Full Team Conversion
Sales Pipeline Funnel
Breakdown by Source
Comparison
Agent Pipeline Snapshot
Type
All
Buyer
Seller
Both
Investor
Landlord / Lease
Tenant
Source
All
SOI
Open House
Agent Referral
Expired / FSBO
Farm
Sign Call
Listing
Social Media
KW Lead
3rd Party
B2B
Cadence
All
🔥 10 Days of Pain
📞 8×8
📅 Quarterly
Leads
Name TypeSourceCadenceAddedAgent
Type
Status
Signed
Month