1. Opportunities Waiting
This section shows all leads currently assigned to the selected agent, pulled directly from the Rules & Alerts Nudging Page.
Lead Outreach Compliance: Breaks down all leads assigned to the agent based on your compliance rules.
Completed Compliance: Total number and percentage of leads that meet compliance requirements.
At Risk: Leads approaching non-compliance.
Past Due: Leads that are out of compliance (e.g., no call, text, or email outreach, or no stage update).
Rule Performance: Displays how the agent is performing against each individual rule from the nudging page.
🟢 Rule with Most Completed Leads- Shows which rule the agent is doing best with. (Based on overall total leads)
🟡 Rule with Most At Risk Leads- Identifies rules with the most leads “At Risk” that are currently assigned to the agent.
🔴 Rule with Most Past Due Leads- Identifies rules with the most leads “Past Due” that are currently assigned to the agent.
IMPORTANT: Each Rule under the 'Rule Performance' are based on total leads, not percentages.
The same rule may appear in multiple columns if it has the largest number of leads in each category.
2. Sales Funnel
The Sales Funnel measures lead progression through key stages, based on your selected filters (Timeframe, Source, and BUYER/SELLER Deals).
Detailed Funnel Breakdown
New Leads: All leads the agent claimed during the selected timeframe and any other filters you set-- like source or deal type.
IMPORTANT: Leads pulling into this bucket are based on Agent assignment timestamp that pulls from Follow Up Boss/CRM.
This is not based on lead created date or total leads assigned to the agent in FUB/CRM.
Example: If an agent claims a 3-year-old lead from a pond this month, it will appear in the “New Leads” bucket since the agent assignment timestamp was within the selected timeframe.
Contacted: Leads from the “New Leads” bucket that have at least one contact attempt outreached to lead (call, text, or email).
Metric: Average time from claiming the lead to first outreach attempt.
Appointment Set: Leads from the “New Leads” bucket with an appointment scheduled on the lead in Follow Up Boss.
Day Metric: Average time from first contact to appointment creation.
IMPORTANT: Maverick will consider all Appointments Types except for any "Types" set to “Ignore” in Maverick.
Appointment Met: Total number of leads with a “Met” outcome on the Appointment in FUB/CRM.
Considers only your Maverick Met Outcomes settings.
Metric: Average time from appointment creation to “Met” status.
Closed Deal: Leads from the “New Leads” bucket that have deal or transaction in the Closed or Pending pipelines in your Transaction Management System.
Metric: Average time from “Appointment Met” to close date.
3. Financial Insights
This section pulls year-to-date data directly from your Transaction Management System.
Top-Level Metrics
Top Areas Closed: Pie chart showing locations where the agent has closed the most deals.
Top Lead Sources: Pie chart showing which lead sources generated the most closed deals.
Pro Tip: Use this to identify high-value sources to focus follow-up efforts.
Performance Tables & Charts
Financial Performance Line Graph: Side-by-side comparison of last year vs. current year performance.
Monthly Trends: Line chart of closed volume trends over the past 12 months.
Performance Last 12 Months:
Total Volume: Total YTD Agent Volume in the Pending and Closed Transaction Pipelines.
Total Deals: Total YTD Agent Deals in the Pending and Closed Transaction Pipelines.
Conversion Rate: For both Agent and Team- YTD total Deals in the Pending and Closed Transaction Pipelines divided by total leads agent claimed over the last year.
Conversion Rate= Calculated as (Closed + Pending Deals) ÷ Total New Leads in the past year.
IMPORTANT: Total leads does not mean all leads assigned in FUB-- Maverick is categorically looking at what leads agents claimed over the last year. Specifically looking at Agent assignment timestamp that pulls from Follow Up Boss/CRM.
Deal Details Summary:
Minimum Deal: Lowest deal value closed.
Maximum Deal: Highest deal value closed.
Average Deal: Average price point across all deals.
Pending Volume: Volume in Pending pipeline.
Accepted Volume: Volume with an acceptance date.
Closed Volume: Total closed volume in the past year.
Volume by Lead Source: Table listing each lead source and the total closed volume it has generated in the past year.