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.