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Recruiting Activity Report

Jim Turner
  • Updated

Brokerkit has a Recruiting Activity Dashboard enabling you to look up activity numbers for you and your team.

 

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Activity = Results!

With the Recruiting Activity Report in Brokerkit, you can set activity goals for yourself or your team and then track progress against them in the Activity Report. Driving that activity will drive results for your team, and help to verify results and activity for individuals you are hiring.

 

Activity Metrics

This report will show you the following details of the admin and staff users in your team:

Last Sign In At
  • The date when the admin or staff user last logged in using the Google / Microsoft authorization system (not that last time they accessed Brokerkit)

Number of Agents Joined
  • The number of leads for a particular admin/staff user where the user is set as Owner that were shifted from Recruiting to Retention by setting the lead status as 'Signed' and were onboarded in Retention by setting the team member status to 'Active'
  • Leads moved to Signed and then Active will show under the No Owner row if they don't have an Owner assigned

Number of Appointments set
  • The number of appointments set by an admin/staff user

Number of Appointments logged
  • The number of appointments logged by admin/staff user

Number of Follow-ups
  • The number of current follow-ups set by an admin/staff user with leads assigned to them
  • Note this metric will only count current Follow-Ups, so if you reset the follow up for the same person to a different date, it will only show one follow up although you followed up with the same person twice
  • If you log a follow up to a lead or team member with no owner, it will show under the No Owner row

Number of Emails sent
  • The number of emails sent by an admin/staff user
  • This includes direct emails, bulk emails, and blast team emails

Number of Text sent
  • The number of messages (not segments like the Billing report) sent by admin/staff
  • This includes bulk messages and blast team messages

 Number of Calls logged
  • The number of calls logged by an admin/staff user

 

Timeframe Filters

One can filter these details by the following time-based filters:

  1. This Week
  2. Last Week
  3. This Month (default)
  4. Last Month

Note:

  • The 'No Owner'  row will only show the details for 'Number of Agents Joined' and 'Number of Follow-ups' for leads/agents who are not assigned to any admin/staff user.

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