The Reporting feature gives you the performance and usage intel you need to make sure everyone’s accountable and you’re always in the know. Get the big picture on program usage and lead follow-up with the Summary report, compare Usage and Follow-up performance amongst your agents, and drill down to the individual agent level with our Agent report.

Summary report

Want the big picture on how your agents are doing at lead follow-up and how often they’re using Top Producer CRM? Just click Summary under Report to view.

report summary

Usage report

If you want to compare agent usage, click Usage under Report. You’ll see the last time they logged in to Top Producer CRM, how many contacts they have, how many activities they’ve created/completed and more.

usage report

Agent report

If you want the inside scoop on individual agents, click the agent’s name from either the Usage report above or the Follow-up report shown below. You’ll see their marketing activities, how many contacts they have in the system, how healthy their pipeline is, and more.

 agent report

Follow-up report

And last but certainly not least, if you want to compare how your agents are doing at lead follow-up, click Follow up under Report. You’ll see how many they have (or haven’t) followed up with and how long it typically takes them.

follow up report