The Broker Launchpad allows Brokers and Admins insight into their team's pipeline and activity. Here Brokers can also easily see lead source information, lead trends and an overview of your teams task and reminders.
Watch our quick video below on the Broker Launchpad to learn more.
If you're the type that LOVES more detail, read our breakdown of the Broker Launchpad as well!
The Lead Trend numbers show you the leads registered last month and month to date. As shown above, you can click within Lead Trends to see a graph of your registered leads over the past 30 days and year. This is also helpful to see how many leads you've received from different Lead Channels.
The channels we automatically track are Manual leads, Imported leads, and CINC leads. If you receive leads via CRM Connect or Zillow, you can calculate those by subtracting all channels from the Total Leads amount.
Lead Channel definitions are broken down below:
Manual Leads = Leads manually created by a user on your site.
Imported Leads = Leads imported through our Import tool via csv file.
CINC Leads = Leads generated by CINC (Facebook, Google, Bing).
Top 10 Lead Cities
This area of the launchpad will show you the Top 10 Cities/Areas that your prospects are looking in.
We calculate these totals/percentages by first gathering all of the leads that registered in the current month. We look at which of those leads have a Favorite City indicated in their profile and then we create the totals/percentages based on that set of leads. These numbers do include trashed leads from all different lead channels/sources.
On the main screen you will see your Top 10 Lead Sources for the current month. From here you can click the arrow in the upper right side to view a graph of your Top Sources.
The image below shows your Top Lead Sources Graph and further organizes your sources by Pipeline Stage. This allows you to understand which ones are converting better and identify those that aren't. From this page, you can utilize the Source Grouping feature to get a better overview of multiple sources. You can also adjust the time frame that you're viewing the data.
Under the graph, the Total Leads Number is the total number of leads in the specific source for the time frame you're viewing. The breakdown of the pipelines is in the columns to the right of the Total Leads.
As mentioned briefly earlier, you do also have the option to "group" your sources. The Source Grouping feature is useful if you have sources spelled differently, but they are meant to be the same source.
For example, if you have zillow, Zillow, and ZILLOW, you may want to group your sources. This would allow you to put all of your different Zillow sources under one main name (ie Zillow). So, when it shows on this chart, you'd only see one Zillow instead of 3 different ones.
This section gives you an understanding of your Pipeline and its activity overall. We also break this information down by each agent if you're on a team platform as well as time frame as shown above.
Within this section aim to keep your number of New Leads low and the number of leads near the end of your pipeline higher.
- Total Leads = Total leads that have had a pipeline stage changed in the selected time frame. This number is calculated from ALL leads that have moved pipelines in the set time frame. We only pull the most recent pipeline update which means the lead could have moved between Attempted Contact and Appt Set in the time frame, but we only use the most recent of the two changes.This number DOES include custom pipelines and Attempted Contact/Contacted.
- New leads = Number of leads who moved into the New Lead stage and are still in the New Lead stage for your set time frame.
Viewing Specific Agents Pipeline Numbers
This section if the Pipeline Tab is meant to show you (the team leader or broker) how agents are performing individually when it comes to pipelines.
- Total Leads = The Total Leads calculation in this section is based on the leads assigned to that agent that are in the respective pipelines. If the agent is assigned as both the buyer agent and listing agent, that will count as 2. The Total Leads number does include Attempted and Contacted even though you do not see those pipelines on this view. This does include potentially trashed leads. It does include custom pipelines if you have them on your site.
Q: What about the individual agent. How does he have 2 leads in New Lead when I go to the dashboard, filter and find 30?
A: These are the leads that moved into this pipeline stage during this time and are still in New leads stage. He could have had 30 leads register in the last 30 days, which would put them in new lead stage, but they have since moved to attempted contact, showing, etc.
The Activity section gives you insight into your overall team activity as well as individual agents. Overall you can see the teams number of calls, notes, and emails. If you wish to see further info about a specific agent, you can click on their name to gain further insight into their activity as also demonstrated above.
What do the numbers in this section mean? See below on the breakdown for both your platform's overall Activity as well as Activity per individual agent:
- Total Leads = This Total Leads number is calculated from a daily snapshot that we take. The snapshot looks at the leads currently assigned to each agent. We then add up those daily snapshots to match with the set time frame. For example, if Agent A got 3 leads every day for the last 30 days, you would see that Agent A has 90 leads in Total Leads. The Total Leads for each agent will add up to the Total Leads number for the Overview.
- Calls = This is calculated by the total number of call notes left in the designated time frame.
- Notes =This is calculated by the total number of notes left in the designated time frame. This does include call notes.
- Emails =This is calculated by all of the emails sent within a specific time frame. It does NOT include drip campaign or Autotrack emails.
- Texts = This is calculated by all of the texts sent within a specific time frame. It does NOT include drip campaign or AutoTrack texts.
- Average Response Time = We calculate this by taking the response time of each agent for the specific time frame and find the average of those numbers. Response time is the time it takes for the agent to respond (leave a call note or move to Attempted Contact+) from when the lead first hits the database within the designated Response Time settings. We only calculate Response Time for leads that enter the platform in the Response Time time frame. You can edit and even reset your response time by clicking the "Edit Response Time Settings" button.
- Default Response Time is M-F, 9 am - 6 pm. This can be edited to the your liking.
If you are on the activity section above and select an agent you will see the following info:
Here we give you a little more information about the agent such as when they joined your CINC System, when they were last online and Switchboard Sarah stats if you utilize that feature.
- Pipeline Agent Overview: At the end of each day, our system takes a daily snapshot of the pipeline changes that this agent has made. This is not specific to leads they are assigned to. If Agent A moves the pipeline on a lead assigned to Agent B, Agent A gets the credit for that pipeline change in this view. We take that daily snapshot and add it up to come up with these numbers.
- Activity Overview: This data is also captured from the daily snapshot we take. Calls are from call notes left. Notes are call notes combined with general notes. Emails are all emails excluding drip emails. Texts are all texts excluding drip texts. Response time is the time it takes for the agent to respond (leave a call note or move to Attempted+) from when the lead first hits the database within the designated Response Time settings. Whether calling through the app, Switchboard Sarah, or the CINC Dialer, the call note is left when the call is complete.
- Switchboard: This section is calculated based on the amount of calls the agent has accepted or rejected in the set time frame while using Switchboard Sarah for lead routing. Rejected does include when they were “unavailable” (unavailable is when they missed the call - intentionally or unintentionally).