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Reporting - Overview of the Agent Report

Brivity offers Agent Reports for at-a-glance views of KPIs (key performance indicators) of your real estate business and your team's accountability. This feature can be accessed by Account Owners and Admins.

                                                                     

                                                       Brivity-Help-ic (3)   WALK ME THROUGH IT

 

 

 

Look to the left of your account to find and select Reporting.

 

Reporting (2)

 

You'll see Agent Reporting first, but you can click to view Lead Source and Tasks reports, too.

 

mceclip0 (2)

 

Choose between "All leads" assigned to a given user or "Newly assigned leads (in date range)", and select the date range of reporting or set a custom range of dates. 

This report is meant to track accountability for lead follow up in a given period, including emails, calls, contacted (while calling), and texts to leads, with a percentage completion of assigned leads and a team average.

For example, you can see how many leads were assigned to a user in that period, as well as the following:

Emailed: how many of the assigned leads were emailed, and a percentage of the total (so if 4 leads were assigned to an agent in the last week and they emailed 2 of them, it would say "50% of assigned leads").

Called: how many of the assigned leads were called.

Contacted: of the assigned leads that were called, how many of them were contacted (based on the call outcome of "Talked to Contact").

Texted: how many of the assigned leads were texted.

Note that as this report for lead follow up, it shows the number of leads interacted with via a specific interaction type, rather than total number of interactions (so if 4 leads were assigned to an agent in the last week and they called 1 of them 7 times, it would still only count as 1 of the 4 leads called, rather than showing 7 calls).

Range

 

In this window, your leads DO NOT include archived, trashed, or partial leads unless you select to include those types of leads. 

 

Source Reporting (2)