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.
Reporting Features
Agent Activity
See Which Agents are Performing the Best
Reporting & Deal Tracking | Teams
Properties
Lead Sources
Closed deal reporting by lead source
Calls
Batch Emails
Marketing
Deals
Appointments
Leaderboard
Agent Goals
Exporting Reports
Exporting Reports to a Spreadsheet
FAQ
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!