Follow Up Boss reporting is beneficial for all team sizes to track activity, find areas to improve, and celebrate. Let's get started and dig into reporting metrics!
How it Works
How to Find Reporting
Click Reporting in the top navigation bar near the search function.
Is there reporting for lenders?
At this time, reporting metrics are available for Owner, Admin, and Agent roles. We are looking to add Lender reporting in the future!
How can I view additional data on how the numbers are calculated?
Simply hover your mouse over the data in question and a tooltip will appear with specific metrics.
Additionally, anytime you see a grey question mark hover over it to view additional information.