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Sales Manager Report Breakdown

Detailed breakdown of the sales manager report in MaverickRE

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Written by Leslie Rosales
Updated over a week ago

This article aims to guide you through a detailed breakdown of your Sales Manager Report.

Sales Funnel Snapshot

  • Appts (Appointments) Set

    • This shows the total number of appointments created in Follow Up Boss (FUB) for leads that match the selected Source, Agent, Group, or Lead Type within the chosen timeframe.

IMPORTANT NOTE: The numbers in this section are based on active leads currently assigned to agents. If an agent leaves the team and their previously set appointment lead gets moved to the pond, that lead won't be included in these figures.

To see all appointments created—no matter which agent they're assigned to—we recommend using the Appointment Report instead.

  • Appts (Appointments) Scheduled

    • This shows the total number of appointments scheduled in Follow Up Boss (FUB) for leads associated to the selected Source, Agent, Group, or Lead Type within the chosen timeframe.

  • Accepted Deals

    • This shows transactions with an acceptance date for leads associated to your selected Source, Agent, Group, or Lead Type within the chosen timeframe.

    • 'Cancelled' status – Includes transactions accepted between the beginning of the month and current date.

  • Deals Pending & Closed

    • Pending - This includes transactions that are currently in 'Pending' status. These transactions have an Acceptance Date that falls within the selected timeframe, and they are associated with the chosen Source, Agent, Group, or Lead Type. This section allows you to track all deals that are still under consideration and have not yet moved forward in the process.

    • Closed - This includes transactions that are currently in 'Closed' status. These transactions have a Close Date within the selected timeframe and are associated with the chosen Source, Agent, Group, or Lead Type. This section helps you track all deals that were successfully closed during the selected period.

IMPORTANT NOTE: This numbers in this report only include deals for Agents who have NOT been removed from reporting in your MaverickRE Preferences — specifically, those whose checkbox under the 'Users' tab in the 'Remove from Reporting' column is left unchecked.

Team Overview - Sales Funnel

  • Total Leads

    • This shows the total number of leads that are either 'Re-assigned' or 'Currently Assigned' in Follow Up Boss (FUB), giving you a comprehensive view of all active leads being managed.

  • Re-Assigned

    • This shows the total number of leads that have been 'Re-assigned' from one Follow Up Boss (FUB) User to another. The calculation includes only the leads assigned to the Users marked as Agents in your MaverickRE Preferences, ensuring accurate tracking of all re-assignments.

  • Currently Assigned

    • This shows the total number of leads that are are 'Assigned' to the Users marked as Agents in your MaverickRE Preferences, providing an overview of all active leads under the management of your specified agents

  • Appointments

    • This shows the total number of Appointments created within the selected timeframe associated to the Users marked as Agents in your MaverickRE Preferences, providing an overview of all appointments scheduled by your designated agents during this period.

  • Appointments Held

    • This shows the total sum of appointments marked as 'Held' within the selected timeframe associated to the Users marked as Agents in your MaverickRE Preferences, giving you an overview of all appointments that were successfully conducted during this period.

  • Appointments Held %

    • This shows the percentage of appointments marked as 'Held' within the selected timeframe associated to the Users marked as Agents in your MaverickRE Preferences, providing insight into the ratio of successfully conducted appointments compared to the total number scheduled during this period.

  • Accepted Deals

    • This shows the total sum of transactions within your Transaction Management System (FUB Deals, Brokermint, or Sisu), that have an acceptance date falling within the selected timeframe, giving you an overview of all deals that have been accepted during this period.

  • Accepted Deals %

    • This shows the percentage of the total number of 'Accepted Deals' divided by the total number of Leads, giving you an insight into the conversion rate from leads to accepted deals during the selected timeframe.

  • Pending Deals

    • This shows the total number of deals marked as 'Pending' within your Transaction Management System (FUB Deals, Brokermint, or Sisu), providing you with an overview of deals that are still under consideration or awaiting further action.

  • Closed Deals

    • This shows the total number of deals marked as 'Closed' within your Transaction Management System (FUB Deals, Brokermint, or Sisu), indicating deals that have been successfully finalized and completed.

  • Conversion Rate

    • This shows the total number of 'Pending' and 'Closed' transactions, divided by the Total Leads. This gives you the percentage of leads that have moved into either a pending or closed status, helping you measure your conversion effectiveness.

  • Accepted (Outside of assigned leads)

    • This shows the total number of Accepted Deals during the selected timeframe that are associated to the leads not assigned within that same timeframe, helping you track deals that originated from previously assigned leads.

Team Overview - Stage Breakdown

  • Leads Currently Assigned

    • This shows the total number of leads assigned within the selected timeframe, giving you insight into how many new leads were allocated for follow-up during this period.

  • Top of Funnel Stages

    • This shows the total number of leads in 'Top of Funnel' Stage, based on how stages are mapped in your MaverickRE Preferences. These are early-stage prospects who are just entering your sales pipeline.

  • Leads Unresponsive

    • This shows the total number of leads in 'Attempted Contact/Unresponsive' Stage, based on how stages are mapped in your MaverickRE Preferences. These are prospects you've reached out to but haven’t responded yet.

  • Appointments Outstanding

    • This shows the total number of leads in 'Appointment Outstanding' Stage, based on how stages are mapped in your MaverickRE Preferences. These are appointments that have been scheduled but haven’t taken place yet.

  • Long Nurture

    • This shows the total number of leads in 'Long Nurture' Stage, based on how stages are mapped in your MaverickRE Preferences. These are potential buyers or sellers who need more time and consistent follow-up before they're ready to move forward with a transaction.

  • Short Nurture

    • This shows the total number of leads in 'Short Nurture' Stage, based on how stages are mapped in your MaverickRE Preferences, representing leads expected to convert in a shorter timeframe.

  • Active Buyer & Seller

    • This shows the total number of leads in 'Active Buyer & Seller' Stage, based on how stages are mapped in your MaverickRE Preferences, tracking prospects actively engaged in the buying or selling process.

  • Reject/Trash

    • This shows the total number of leads categorized under 'Reject/Trash' Stage, based on how stages are mapped in your MaverickRE Preferences, representing unqualified or discarded leads.

  • Closed/Under Contract

    • This shows the total number of leads in 'Closed + Pending' Stage within the Transaction Management System (FUB Deals, Brokermint, or Sisu), reflecting deals that have either been finalized or are in the final stages of completion.

Team Overview - Outreach Activity

  • Call Attempts

    • This shows the total number of outbound call attempts logged in Follow Up Boss (FUB), showing how many times your Agent reached out to your leads by phone.

  • Conversations

    • This shows the total number of outbound calls logged in FUB that lasted 2 minutes or longer, reflecting meaningful phone interactions with your leads.

  • Text Attempts

    • This shows the total number of outbound text messages sent and logged in FUB, helping track SMS-based outreach efforts.

  • Email Attempts

    • This shows the total number of outbound emails sent and logged in FUB, showing email outreach activity to your leads.

IMPORTANT NOTE: Email attempts include batch emails.

Agent Leaderboards

  • Top 5 Closers

    • This section shows the top 5 agents based on the number of Closed, Sold, Archived, or Recorded transactions in your Transaction Management System (FUB Deals, Brokermint, or Sisu), with a close date within the current year. The results are grouped based on Users marked as Agent or Staff in your MaverickRE Preferences.

  • Top 5 Appointment Bookers

    • This section highlights the top 5 agents who have booked the most appointments year-to-date, helping you recognize your highest-performing Agents in setting appointments.

  • Top 5 Written (Accepted Deals)

    • This section displays the top 5 agents based on the number of non-cancelled transactions with an acceptance date within the last 90 days. The results are grouped based on Users marked as Agent or Staff in your MaverickRE Preferences.

  • Top 5 Contact Attempts

    • Ranks the top 5 agents by the number of calls, emails, and text messages sent in the last 30 days, showing who’s putting in the most outreach effort.

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