The Leaderboard offers a detailed view of your team’s performance in managing opportunities and securing successful deals. This feature provides an organized platform for comparing agents, highlighting their names, rankings, and total accumulated points.

Navigate to the Reporting section of your account and select the Agent Report tab from the upper panel. Here, you will be able to view the Agent Leaderboard.

Key Features #

Filter #

The filtering option allows you to sort agents based on opportunity ownership or success in converting opportunities into sales. Selecting the Most Won Opportunities filter enables you to quickly identify the agent who achieved the highest number of successful deals, while selecting Most Opportunities enables you to determine the agent with the highest number of leads.

Rank #

This column displays the position of each agent within the team, offering a clear representation of their standing in comparison to peers.

Agent Name #

The Agent Name column provides the full names of team members, ensuring easy identification and association of performance metrics.

Points #

The Points column highlights the accumulated scores for each agent, reflecting their contributions and overall impact on team success.

By leveraging this tool, you can gain valuable insights into the effectiveness of each team member and foster a results-driven environment.

Frequently Asked Questions #

What is the Agent Leaderboard? #

The Leaderboard offers a detailed view of your team’s performance in managing opportunities and securing deals, comparing agents by their names, rankings, and total accumulated points.

How do I access the Agent Leaderboard? #

Navigate to the Reporting section of your account and select the Agent Report tab from the upper panel.

How can I sort the leaderboard? #

Use the filter to sort agents by opportunity ownership or conversion success. Most Won Opportunities identifies the agent with the most successful deals, while Most Opportunities shows who has the highest number of leads.

What does the Rank column show? #

The Rank column displays each agent’s position within the team, giving a clear representation of their standing compared to peers.

What do the Points represent? #

The Points column highlights the accumulated scores for each agent, reflecting their contributions and overall impact on team success.

How does the leaderboard benefit my team? #

It provides valuable insights into the effectiveness of each team member and helps foster a results-driven environment.