Agent Vitals Dashboard
The Agent Vitals Dashboard allows Agents to view opportunities for improvement and click into metrics to start following up with those leads. The Vitals Dashboard updates every 24 hours.
Ranking
User's overall ranking within the platform.
We find each User’s ranking in each of the following equally weighted measures, then average that ranking to determine who should be at the top.
Average Response Rate
Leads on Smart-Drips
Lead Engagement Rate
Average Response Time
Leads on e-Alerts
Transactions Close
Usage
Daily login and training statistics.
| Daily Logins: The overall number / percentage of days user logged in within the selected timeframe.
Last Login to Desktop CRM: Days since user last logged into the CRM.
Last Login to NOW App: Days since user last accessed BoomTown NOW.
Training Completed: Date of user's training completion, if available. |
Lead Engagement
User’s overall lead engagement through calls, texts, and emails.
| Each column includes the number and percentage of leads who were contacted by User within the selected timeframe.
Call: Leads who had a "Talked to Prospect" result logged.
Text: Leads who were texted, or replied to a text, regardless of type.
Emails: Leads who were emailed, or replied to this user. *This includes bulk and Smart-Drip emails, but not system emails.
Overall Leads Engaged: Number of unique leads who were called, texted, and/or emailed, or replied via call, text or email. |
Transactions
User's total buyer and seller transactions based on the claimed listing data.
Active Opportunities: Buyer transactions with a status of pre-contract and seller transactions with a status of pre-listing or active listing. | Under Contract: Buyer/seller transactions labeled with a status of under contract. | Closed: Transactions in the closed status that have a close date within the report’s timeframe. |
Overall Agent Responsiveness
Average rate of replies and amount of time it took this user to reply to their leads.
Response Rate: Overall percentage of new leads assigned, leads who submitted forms and high activity leads who this user contacted within the selected timeframe. | Response Time: Overall time it took this user to contact new leads and leads who submitted forms. |
Please note, this includes leads that were called, texted, or emailed by the Agent -- Drip communication counts as a response, but e-Alert and system-generated emails do not.
Leads with Contact Forms
Total Number of leads who submitted one of the following forms during the report's timeframe.
Asked a Question
Buy Form
Contact Agent
Contact Office
Contact Us
Finance Form
Make an Offer
Sell Form
Home Valuation
Showing Request
| Leads must have a valid phone number or email to be contacted. Smart-Drip emails along with e-Alert and system-generated emails are not counted as contact attempts to leads with forms.
Contacted: Any lead who filled out a contact form and has been responded to via call, text, or email.
Remaining: Leads who have not been contacted since their most recent form submission.
Response Rate: Percent of leads with forms who have been contacted.
Response Time: Average reply time between the most recent form submission and first contact.
Responded Within 24 Hours: Leads who filled out a form and were called, texted, or emailed within 24 hours.
Called or Texted: Leads that filled out a contact form and were responded to with a call or text specifically. |
High Activity Leads
Unique leads who have viewed a listing multiple times; calculated a loan; or Favorited, printed or emailed a listing within the selected time period.
| Excludes leads who are seller-only, do not have a valid phone or email, and are in the Pending and Closed categories.
Contacted: Leads with a logged text, email, or call attempt. Smart-Drips are included in contacts, but e-Alerts and system-generated emails are not.
Remaining: Leads who were not contacted.
Response Rate: Percentage of high activity leads who were contacted. |
Marketing Automation
Total number of leads in the active categories (New, Qualify, Hot, Nurture, Watch) who have valid email addresses and are not set up on Smart-Drips and e-Alerts, respectively.
Leads on a Smart-Drip plan: Leads in active categories who are set up on a Smart-Drip. | Leads on an e-Alert: Leads in active categories who are set up on an e-Alert. |
Leads with To-Dos
Total number of leads who have To-Dos due within the selected timeframe.
 | Leads with To-Dos: Leads who had a To-Do due during the selected timeframe.
Remaining: Leads who have at least one overdue To-Do due during the selected timeframe.
Completed: Leads who To-Dos due, but no overdue To-Dos during the selected timeframe.
Tasks: Leads who have a Past Due To-Do for: Arrival Date, Call, Custom Task, Email, Fax, Follow Up, Mail, Text, Thank You
Appointments: Leads who have a Past Due To-Do for: Showing, Meeting, Closing, Open House |
Category Audit Report
The Category Audit report provides you with a summary of your Buyer & Buyer/Seller leads, based on their current category, communication, and other data-- as well as best practices for working them within each category!
This report will automatically update every 24 hours, and the date of the last update displays at the bottom of the page. It's important to note that if an action is taken on a lead (such as changing their category, texting them, etc.), this information will not reflect on the report instantly, and will instead be updated through the next update, and visible the following day. If you notice a discrepancy between data in Lead Central and the report, this is most likely a result of an action taken on a lead, and the report not being updated yet!
To access the Category Audit report, expand the Reporting area of your left-hand menu bar, and select Category Audit.
Drilling Down the Report
Within each category, you can click on the various data points to be re-directed to Lead Central, to view a list of leads with the appropriate filters in place.
All of the data points within the Category Audit report look at all communication and/or actions, and not just those performed by the assigned Buyer Agent for the lead.
Since Lead Central will open in a new tab each time you select a data point to view, you will need to ensure that pop-ups are enabled for leads.boomtownroi.com in your browser. The first time you try to select a link to view, you may have the pop-up blocked, but you can likely make a change to disable the pop-up blocker within the URL bar (depending upon your browser -- the example below is Google Chrome).
New Leads
The New Leads area displays the number of leads in your database within the New category, and gives details about the best strategy for approaching New leads.
Selecting any of the four data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.
Hovering over the area with the description and best practices for new leads will provide you with an average of how many days leads have been in the New category.
Qualify Leads
The Qualify Leads area displays the number of leads in your database within the Qualify category, and gives details about the best strategy for approaching Qualify leads.
Selecting any of the six left and central data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.
Selecting the options within the Call Attempts area will not re-direct you to Lead Central, however, you can view all your leads within the Qualify category by clicking on the description area of this Quality Leads section, and then filtering the Calls column in Lead Central -- to view and sort by the number of attempts for those leads.
Hot Leads
The Hot Leads area displays the number of leads in your database within the Hot category, and gives details about the best strategy for approaching Hot leads.
Selecting any of the three data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.
Nurture Leads
The Nurture Leads area displays the number of leads in your database within the Nurture category, and gives details about the best strategy for approaching Nurture leads.
Selecting any of the four data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.
Watch Leads
The Watch Leads area displays the number of leads in your database within the Watch category, and gives details about the best strategy for approaching Watch leads.
Selecting any of the three data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.
All Active Leads
The Active Leads area displays the number of leads in your database within the active categories (New, Qualify, Hot, Nurture & Watch), who have visited the site in the last 30 days-- and gives details about the best strategy for approaching these Active leads.
Selecting either of the two left-hand data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.
Selecting the options within the Call Attempts area will not re-direct you to Lead Central, however, you can view all your leads within the Active categories by clicking on the description area of this Active leads section, and then filtering the Calls column in Lead Central -- to view and sort by the number of attempts for those leads.
Archive Leads
The Archive Leads area displays the number of leads in your database within the Archive category, and gives details about the best strategy for approaching Archive leads.
Selecting the data point within this area will take you to Lead Central to be able to view the specific leads that apply to the section.
Trash Leads
The Trash Leads area displays the number of leads in your database within the Trash category, and gives details about the best strategy for approaching Trash leads.
Selecting the data point within this area will take you to Lead Central to be able to view the specific leads that apply to the section.