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Activity Report

Your scorecard of activity and results

Brokerkit has a user Activity Dashboard that lets you look up activity numbers and the associated results for yourself and your team.

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Activity = Results!

With the Activity Report in Brokerkit, you can set activity goals for yourself or your team around crucial recruiting metrics and then track progress against them in the Activity Report. Driving that activity will drive results for your team and help 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:

Name
  • The name of the user in the system
Account Name
  • This will only show when Filter by level = Organization vs. Account
  • The name of the account if it is linked in an organization.
  • The accounts can be named by team, office, or region to segment the data accordingly.
Logins
  • The number of times the user logged into the system during the filtered timeframe.
Last Login
  • The date on which the user last logged into the system.
Recruiting Leads Assigned
  • The number of leads assigned to the user in Recruiting.
Completed Tasks
  • The number of tasks completed by the user during the filtered timeframe.
Emails Sent
  • The number of emails sent by the user during the filtered timeframe.
Calls Logged
  • The number of calls logged made through the system OR a call note (note with phone icon) is logged in the contact profile.
Text Messages Sent
  • The number of text messages sent in the system by the user during the filtered timeframe.
Contact Made
  • The number of leads in recruiting assigned to the user whose status is Contact Made or beyond.
Appointments Set
  • The number of appointments the user sets for recruiting leads assigned during the filtered timeframe.
Appointments Logged
  • The number of appointments the user logs for recruiting leads assigned during the filtered timeframe.
New Hires
  • The number of recruiting leads assigned to the user during the timeframe where the status was changed to Signed to move them to Retention and then set to Active after onboarding.

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
  5. This Year
  6. Prior Year

📝 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.

Activity Report - Frequently Asked Questions

How are logins counted in the Activity Report?

The Activity Report counts distinct login events where you enter your credentials and authenticate. It does not count every page visit or session continuation.

What counts as a login:
✅ Entering username and password on the login screen
✅ Authenticating through Single Sign-On (SSO)
✅ Logging in after your session has expired

What does NOT count as a login:
❌ Visiting bookmarked pages while already logged in
❌ Navigating between pages during an active session
❌ Returning to BrokerKit while your session is still active
❌ Browser auto-refresh or cached page loads

 

How to Make Someone Show as a New Hire in the Report

For a recruiting candidate to appear as a "new hire" in the Activity Report, you need to complete this two-step process:

Step 1: Move from Recruiting to Retention (Set Status to "Signed")

1. Go to the Recruiting section
2. Open the candidate's profile
3. Select "Signed"  from the Status dropdown (top right corner)

The candidate now moves to the Retention tab with an "Onboarding" status.

Step 2: Set Status to "Active" in Retention

1. Go to the Retention side
2. Find and open the candidate's profile
3. Click "Active" in the upper right-hand corner

Result: The candidate now appears as a "new hire" in the Activity Report for the timeframe when these status changes occurred.

Important: Only candidates assigned to you during the selected reporting timeframe (weekly, monthly, or yearly) will show in your "New Hires" count.

See also: [Uploading and Adding Agents to Your Retention Roster] for more details on the Recruiting → Retention workflow.