Your ISA Dashboard helps measure each ISA on how they’re Qualifying, Prospecting and Following up on each lead.

To learn how to set your ISA goals in MaverickRE, please visit this article.

An overall view of each ISAs performance broken down by goals, appointments made, and monthly contracts.

Use the change drop down to select which individual ISA to review

At a quick glance you can see if you're hitting your goal for the day in Outbound Calls, Outbound Texts & Appointments Held.

Each ISA will have their goals shown and will be compared to the Team Avg. & Top Performers for Outbound Calls, Outbound Texts and Appointments Held. Use the drop down to select a specific time frame.

Number of contracts within a month broken down by You, the Team Average and the Top Performer.

Your total number of Deals / Volume broken down by this month, last 12 months, pending compared to the ISA team totals.

Use the toggle to compare Transaction to Leads data

An overview of all appointments and transactions created by ISA, showing the appointment dates, statuses, CRM stage, outcome, close dates and more!

This section will breakdown the current status type and stage of every appointment set.

All transactions broken down by ISA. At a glance you'll see what the status of every transaction is and who it belongs to.

ISA: Name of ISA assigned to lead

Status: Closed or Pending

Type: Buyer or Seller

Source: Lead source the client came from

Accept Date: The date the offer was accepted on sale

Close Date: Set closed date for transaction

Scheduled Close Date: The original closed date set at the time the contract was given

Listing/Buyer Agent: Name of agent assigned lead