Reporting & Deal Tracking | Teams

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:

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

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

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Deal Tracking

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

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

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Related Information

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