Lesson 04 · 5 min 5 min

Team ranking

Who is pushing and who needs support.

To the right of the pipeline lives the "Realtor ranking": a table of your team and, in its header, the number that gives everything else meaning — the agency average conversion. Without that reference, 40% means nothing.

The columns

  • "Active," "Won" and "Lost": the volume each person works with and how it ended.
  • "Conv." and "Δ agency": their conversion and how far it sits from the house average, with a sign.
  • "Last act." and "Activity 30d": when they last touched anything, and their pulse over the past month.
  • "Alerts" and "Status": how many of their leads are stalled, and their flag — "Top," "New," "Inactive" or "No closings."

The search box filters by name or email, and the filters above let you isolate the group you care about: "Top performers," "With alerts," "New agents," "Inactive" or "No closings yet." Each filter is a different conversation, and they are worth having separately.

The agent profile

Clicking any row opens their profile. There you get "Active leads," "Closings in period," "Conversion rate," "Time to 1st response," "Pending tasks," "Events this week," "Interactions," "Main source" — how many leads you assigned versus how many they sourced themselves — and "Campaigns sent." Almost all of them come compared against the agency.

Of all of them, "Time to 1st response" is the one that changes results most and gets watched least: it is the median hours between a lead arriving and that person touching it for the first time. It is the metric that fixes a weak month without buying a single extra lead.

Tip: A "No closings" flag on a new agent is not a judgment: it is a fact that needs context. The profile tells you how long they have been at the brokerage right next to it. Read them together, or the ranking becomes an injustice in table form.

And remember what "Δ agency" compares against: your own house, not the market. If your whole brokerage sits below where it should be, every delta can look healthy. That is what the reports in the next lesson are for.