• 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.