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reportingTracking & AttributionUser / Agent Reporting

User / Agent Reporting

Modified on: Fri, 29 Mar, 2024 at 10:09 PM

The Agent Reporting feature is available on the Agency Pro plan.

You can access this report through the left-hand menu under “Reporting” > “Agent Reporting” (top menu)

The report includes:

  • Overview of how the entire team is performing at a glance.
  • Opportunities view showing stats, conversion stats, SMS stats, email stats, call metrics, and efficiency.
  • Leaderboard showing most opportunities and most won opportunities.
  • Ability to compare across date ranges.
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