Deal Report Pipeline
The Deal Report Pipeline helps you make sense of your deals by providing cool filtering options that give you more visibility into: Deals Closed Year-to-Date (YTD) Deals Closed Month-to-Date (MTD) Stage Averages At A Glance Which Marketing Sources Are Working Best Forecast of Pending Closings Getting Started FAQ How do I get to the Pipeline Deals R...
Reporting & Deal Tracking | Teams
Teams within Teams filtering is available to accounts on our Platform plan. --- About Team Reporting Team specific reporting provides insight into the performance of each of the teams you have in Follow Up Boss. See which agents and teams are performing the best. Clearly focus on specific teams. Understand the precise pipeline for each team. Viewing...
Closed deal reporting by lead source
The closed deals report by lead source will show you which of your marketing is most effective at producing closed deals in a certain timeframe and the commission generated as recorded in the deals feature. Finding this report To access this report click Reporting > Lead Sources > Show Me Dropdown > Which lead source has the most closed dea...
Closed deal reporting by agent
The closed deals report by agent will show you which agent is closing the most deals in a certain timeframe and their commission as recorded in the deals feature. Finding this report To access this report click Reporting > Agent Activity > Show Me Dropdown > Which Team Member has closed the most deals. Report filters In the top right hand c...
Website Activities in Follow Up Boss
If you have an IDX website integrated with Follow Up Boss, you can see who visits your website and what they do. Depending on your website Follow Up Boss can show some of the following website activities: Property Inquiry General Inquiry Seller Inquiry Registration Saved Property Viewed Property Viewed Page Visited Website Property Search Saved Pro...
Agent Activity
The agent activity report provides performance on each agent as well as the entire team. Each visual element on the report serves as insight for the selected period of time. To get started, select one of the pre-defined reports. These pre-defined reports are posed as questions and demonstrate a specific report configuration. Total lead count and tot...
Activity Leaderboard
Are you ready to unify and inspire your team, showing off all their hard work on that big TV in your office? Well, that day has come, as we are excited to announce Follow Up Boss’s new Realtime Leaderboard! Now you and your team can measure and track performance and unleash that competitive spirit. Leaderboard is available to anyone who has the Call...
Deals Leaderboard
The Deals Leaderboard is a real-time sales dashboard that helps you celebrate success and recognize everyone's hard work to close those deals. Unlike spreadsheets or a whiteboard, there’s nothing to update and it's right here right in Follow Up Boss. Overview The Deals leaderboard ranks individuals based on total deals price closed. The total deal...
