Agent Performance Overview

Modified on Fri, 30 Aug at 5:50 PM

The Agent Leaderboard offers an insightful summary of each team member's achievements in managing opportunities and closing deals. This feature enables you to effortlessly evaluate and compare the effectiveness of individual agents, showcasing their names, ranks, and total earned points.

Agent Leaderboard


Performance Filter

The Stats Filter tab allows you to organize and pinpoint agents based on their ownership of opportunities or their success rate in turning those opportunities into sales. By applying the "Most Won Opportunities" filter, you can quickly identify the agent who has secured the highest number of successful deals.

Stats Filter


Ranking

The "Rank" column displays the position of each team member relative to their peers, providing a clear perspective on their standing within the group.


Rank


Agent Identification

The "Agent Name" column clearly lists the full names of each agent, ensuring straightforward identification for all members involved.


Agent Name


Performance Points

The "Points" column displays the cumulative score for each agent or team member, representing their overall contribution and performance within the team.


Points




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