Monthly Overview
Total Leads
—
INTERESTED (all agents)
Total Sales
—
CRM confirmed deposits
Conversion Rate
—
Sales ÷ (Leads + Activated + Callbacks)
Activated
—
Logged in on call
Callbacks
—
Pending follow-up
Leads & Sales by Agent
Lead Share by Agent
Daily Trend — Leads & Sales
Monthly Agent Performance
| Agent | Leads | Activated | Callbacks | Sales | Conversion |
|---|
Weekly Agent Performance
| Agent | Leads | Activated | Callbacks | Sales | Conversion |
|---|
Sales Detail
| Agent | Deposit Date | Client Name | Client ID | Type |
|---|