Team performance reports

The Analytics tab on the Home dashboard is where you monitor what your team is actually doing day to day - outreach volume, phone and SMS quality, and investor vetting progress. It's the report you pull in a weekly team meeting.

Open it from Home > Analytics.

The 8 KPIs

Each card shows the current value plus a trend arrow vs. the prior period:

• Manual outreach. Total touches sent by humans (not automations).
• Vetted investors. Count of investors moved into Vetted during the window.
• Avg call duration. Rough proxy for conversation quality - under a minute usually means you're hitting voicemail or bad numbers.
• Opt-outs. Investors who replied STOP to SMS or unsubscribed from email. High number = list hygiene or copy problem.
• Calls made. Total outbound calls attempted.
• Call pickups. Connected calls. Dividing pickups by calls made gives your connect rate.
• SMS sent. Total outbound SMS.
• SMS replies. Replies received. Dividing replies by sent gives your reply rate.

Trends above each KPI let you see directional change at a glance without opening a separate report.

Filtering by agent

The Agent dropdown filters every KPI and the activity feed to a single team member (or shows all agents combined). Use it to:

• Compare a single rep's output against the team average
• Check activity for a specific new hire during their first 30 days
• Identify whether one rep is carrying a disproportionate share of volume

Date range

Pick the date range with the date-range picker. The default is the last 30 days. Every card recalculates for the selected window.

The activity feed

Below the KPIs, a paginated real-time feed shows actual team actions as they happen:

• Scheduled walkthroughs (with investor, property, time)
• Investor vetting events
• Calls logged (with duration and disposition)
• Offers added or updated
• Phone number corrections (replacing bad numbers)
• Prospect uploads and list imports

The feed is searchable and paginated. Click any row to jump to the underlying record.

How to run a weekly team review

A clean 15 minute review:

1. Set the date-range picker to the last 7 days.
2. Scan the 8 KPIs for anything off baseline.
3. Filter by each agent and spot-check the activity feed for outliers - a day with zero calls, a burst of opt-outs, a cluster of failed number corrections.
4. Agree on one lever per rep for the next week (more calls, better SMS copy, list hygiene).