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View Agent Stats and Performance in Your CRM

Track CRM performance, response time, and team accountability using the Agent Stats dashboard

Your Agent Stats page gives you a clear, measurable view of CRM activity across your team. Instead of guessing whether leads are being followed up with, this dashboard shows how often agents are engaging with leads and how quickly they respond.

For brokers, team leaders, and CRM owners, Agent Stats provides a quick way to monitor performance and accountability. For individual agents, it offers a simple way to measure personal follow-up activity and ensure new leads receive timely responses.

Need to Know

  • The Agent Stats page automatically updates as CRM activities occur

  • CRM owners, admins, and team leaders can view company-wide activity

  • Individual agents and lenders can only view their own statistics

  • Stats include activity totals, response time metrics, and new leads that need attention

Table of Contents

How to Access the Agent Stats Page

Follow these steps to open the Agent Stats dashboard:

  1. In your CRM Navigation Menu, Click Dashboard.

  2. Select Agent Stats

Once opened, the dashboard will display activity statistics based on your role and permissions.

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What the Agent Stats Page Shows

The Agent Stats page provides a quantitative breakdown of CRM activity so you can quickly understand how often follow-up is happening in your system.

Depending on your role, the page may include:

  • Total CRM activities performed

  • Average response time to leads

  • Activities performed by individual users

  • Individual response time metrics

  • New leads that require attention

Because the dashboard updates automatically, it reflects the most recent activity performed inside the CRM.

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Company-Wide Statistics for Team Leaders

CRM owners, admins, and team leaders can view activity across the entire company. This allows leadership to monitor how consistently agents are working their leads.

Company-level statistics include:

  • Total number of activities performed by CRM users

  • Average response time across the company

  • Activity totals for each individual CRM user

  • Individual response times for each user

  • Total count of new leads that need attention

Team leaders can also click any user’s name to view that person’s detailed Agent Activity history.

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Individual Agent Statistics

Agents and lenders have a more focused view of the Agent Stats page.

Instead of company-wide metrics, they can see statistics related to their own activity in the CRM.

These statistics include:

  • Total activities performed

  • Personal average response time

  • Number of new leads that require attention

This personal dashboard helps agents monitor their own follow-up habits and stay consistent with lead engagement.

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Using Agent Stats to Monitor Follow-Up

Agent Stats is designed to encourage consistent follow-up and accountability across the CRM.

Regularly checking this dashboard can help you:

  • Ensure new leads are receiving quick responses

  • Identify agents who may need support with follow-up

  • Monitor CRM adoption across your team

  • Track personal engagement activity

Fast response times and consistent outreach are key drivers of online lead conversion. The Agent Stats page makes it easy to track those habits and keep your CRM activity on track.

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Frequently Asked Questions

  • Who can view company-wide Agent Stats?
    CRM owners, admins, and team leaders can view statistics for all users in the system.

  • Can agents see other users' activity?
    No. Agents and lenders can only view their own statistics on the Agent Stats page.

  • Does the Agent Stats page update automatically?
    Yes. The page updates automatically as CRM activities occur.

  • Can I see detailed activity for a specific agent?
    Yes. Admins and team leaders can click an agent’s name to open their detailed Agent Activity list.

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