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Agent Snapshot Overview

A simple, all-in-one view of agent performance

Alexis Williams avatar
Written by Alexis Williams
Updated over 3 weeks ago

The Agent Snapshot is designed to give agents a clear picture of their own performance without digging through multiple tools or reports. It brings together lead activity, funnel progress, financial results, and coaching notes in one easy-to-read dashboard.

With the Agent Snapshot, agents can:

  • Spot opportunities waiting – see which leads need immediate attention to stay on track

  • Understand their sales funnel – track conversion rates and identify where leads may be stalling

  • View financial insights – monitor deals closed, average sales price, and revenue trends

  • Measure goals & pacing – check progress on activity goals and engagement with leads

  • Track coaching notes – review feedback, goals, and action items from manager check-ins

Why It Matters

The Agent Snapshot gives agents ownership of their performance. By making results, opportunities, and goals easy to see, it helps agents prioritize follow-up, improve accountability, and focus on the actions that drive growth.

📘 Related Guides
For a step-by-step look at how each section works, visit the Agent Snapshot Breakdown.

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