Leaderboard & Reports

Overview

The Leaderboard and Reports modules provide visibility into agent activity, client engagement, and SOI (Sphere of Influence) performance. These tools are used by agents to track their own activity and by admins to monitor brokerage-wide engagement.

Leaderboard

The Leaderboard ranks agents based on activity metrics within the Super Portal. It tracks:

  • SOI activity: Sphere of Influence engagement (market updates sent, "MUs" label included alongside SOI metrics).
  • Email alerts: Included as a leaderboard metric.
  • Client interactions: Property views, searches, CMA views, tour views.

The leaderboard logic was updated to align with the Sphere Nurture (SN) system, ensuring consistent activity counting across platforms.

Event Reports

Event reports provide detailed views of agent-client interactions. Reports support:

Search & Filtering:

  • Agent name
  • Event type
  • Age range ("from/to" with "unknown" checkbox for contacts without a known age)
  • Date range
  • Mass action capabilities for bulk operations

Report fields include:

  • Event type
  • Contact age
  • Date/time of interaction

The SN (Sphere Nurture) Events Reports UI has been improved for high-impact readability, including type and age columns.

Agent Production Report

The Agent Production Report provides transaction and volume data for individual agents and the brokerage overall. Features include:

  • Individual agent production summaries
  • Enhancements for data accuracy and completeness
  • The legacy Agent Production Tool has been sunset and replaced with the improved version

Leads Accountability

The Leads Accountability system automatically monitors lead handling and tags leads that need attention. Key behaviors:

  • The system evaluates leads against defined criteria (response time, follow-up frequency, engagement).
  • Leads that meet "ASM Attention" criteria are automatically tagged.
  • Tags are created and updated via scheduled background jobs.
  • At launch, 56 historical "ASM Attention" tags existed from before the assignment-to-pond logic was implemented. New tags generate as criteria are met for incoming leads.

Reporting Data

Reports pull data from the SP's tracking system (cp_views table), which records:

  • Page views (CMA, tour, search, property detail)
  • Property-level views with relation_id for accurate client attribution
  • View timestamps and viewer identification
  • Client vs. agent view differentiation -e
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