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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.