This article aims to guide you through a breakdown of your CRM and Transaction based leaderboards.
CRM Based Leaderboard
Total New Lead
SUM of all leads created in FUB within the set timeframe.
Total Contact Attempts
SUM of all calls/texts/emails logged to leads in FUB within the set timeframe (Last 7 days/Last 30 days).
Total Calls
SUM of all outbound calls logged to leads in FUB within the set timeframe(Last 7 days/Last 30 days).
Total Conversations
SUM of leads that answered/connected for more than 2 minutes within the set timeframe(Last 7 days/Last 30 days).
Transaction Based Leaderboard
Team Total Closed
SUM of ‘Closed’ status Transactions records mapped to include only "Team" SOURCES with close date between beginning of current year and current date, filtered to only include transactions associated with active agents.
Team Total Closed Volume
SUM of Deal Value ‘Closed’ status Transactions records mapped to include only "Team" SOURCES with close date between beginning of current year and current date, filtered to only include transactions associated with active agents.
Total Closed
SUM of ‘Closed’ status Transactions records with close date between beginning of current year and current date, filtered to only include transactions associated with active agents.
Total Closed Volume
SUM of Deal Value ‘Closed’ status Transactions records with close date between beginning of current year and current date, filtered to only include transactions associated with active agents.