Use team filtering in Follow Up Boss to view reporting metrics and deal pipelines for a specific team. This helps team leaders and admins measure performance, monitor pipelines, and focus on the teams they manage.

Teams within Teams filtering is available on the 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 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. Navigate to Reporting > Agent Activity

2. Filter to the desired team in the upper right-hand corner 

3. Any subsequent reports you pull will reflect the selected Team

Deal tracking

1. Navigate to Deals

2. Filter to the desired team in the upper right-hand corner 

3. All pipelines will now reflect your team of choice