Reporting & Deal Tracking | Teams

Written by Erik Wantland

Last published at: December 9th, 2020

Teams within Teams filtering is available to accounts on our Platform plan.

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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 Permissions

  • Account Admins: Can view reporting and Deals for all teams.
  • Team Leaders & ISAs: Can view reporting and Deals for their team only.
  • Team Members: Can view their individual stats and Deals.

Agent & Lead Source Performance

1. Filter for the team you would like to see using the dropdown in the upper-right corner:

Screen_Recording_2019-10-16_at_11.20.14_AM.gif

2. Any subsequent reports you pull will reflect your choice of Team:

Screen_Recording_2019-10-16_at_11.22.16_AM.gif

3. Make another selection from the dropdown to change teams or view individual stats:

Screen_Shot_2019-10-16_at_11.22.46_AM.png

Deal Tracking

1. Filter by team using the dropdown in the upper-right corner:

Screen_Recording_2019-10-16_at_11.25.14_AM.gif

2. All pipelines will now reflect your Team of choice:

Screen_Recording_2019-10-16_at_11.27.11_AM.gif

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