Agent Reporting Overview

The Agent Reporting feature is available on the Agency Pro plan. It provides a comprehensive view of team performance and individual agent metrics directly within your CRM.

Accessing Agent Reporting

To access the Agent Reporting section, navigate to the left-hand menu and select Reporting, then choose Agent Reporting from the top menu.

Report Features

The Agent Reporting dashboard includes:

• An overview of overall team performance at a glance.
• An opportunities view displaying statistics, conversion rates, SMS metrics, email metrics, call data, and efficiency indicators.
• A leaderboard highlighting agents with the most opportunities created and the most opportunities won.
• The ability to compare performance across different date ranges.

Custom Reporting Options

For more tailored reporting needs, you can create custom dashboards with widgets that pull metrics from various areas of your CRM. Detailed guidance on setting up custom widgets is available in the Custom Widgets help document.