The Vitals tab provides intuitive insights into your business performance as an Agent. With Vitals, you have the ability to quickly gauge key metrics, track progress on your goals, and make informed decisions.

To access Vitals, simply click on the Vitals tab, found on your left-hand menu.

Scoring and Snapshots

Data Breakdown

Scope & Trends

Response Rate & Performance Metrics

Leaderboard

Engagement

Pipeline

Source Performance

Exporting Data

System Activity

Consumer Interest

Agent Performance

Agent Success

Communications

Your main Vitals scoreboard allows you to view your top metrics at a glance. Using the data points provided, you can improve your client engagement and interactions by identifying data points that are applicable to specific contacts.

Your Total Vital Score is determined by the following factors:

The Total Score will show a 30 day snapshot by default; however, you can change this timeframe at any time by clicking on one of the dropdown options on the far right of the Vitals scoreboard.

Within Vitals, the data points from each unique data set are averaged to display your total score.

There are six unique data sets that appear on the main Vitals page. Each one contains data specific to a particular group of contacts, and can be used to identify areas of improvement with client engagement.

Clicking into any of these datasets will automatically redirect you to the Smart CRM, where a filter will be applied for all contacts related to the dataset you clicked on. For example, clicking on the Awaiting Response tile will direct you to the CRM with a filter applied for all active contacts who are awaiting a response within the selected timeframe.

Leads included in this report are based on whether or not they submitted one of the following forms or reached out via email or text in the given time period:

Leads must also have a valid phone number or email address to be included.

All leads will be included in this report, except for bulk imported leads. Auto-imported leads, as well as manually created leads, will also be counted. Additional factors include:

This report will include all Tasks assigned to an Agent within the past 30 days, along with the following factors:

This section includes the total number of leads that are not on an active Smart Campaign.

If a lead already completed a campaign and is now no longer on one, they will not appear in this report, as they have already completed a campaign.

This report includes all leads who completed one of the following actions:

Note: Behavioral Responses will count as contacted leads.

This report includes leads that are not on any automated Smart Campaigns. This will include the total contacts in your database in the active status (Active, New, Sphere, Client, Prospect) minus those with invalid email addresses.

Admins can adjust the Scope of the main Vitals scoreboard by selecting from the dropdown at the top right. This provides a way to drill down into individual metrics for specific Offices, the overall Company, or specific Agents.

Depending on which Scope is selected, the chart will also display a comparison trend.

Company Scope: Does not display a trend, but provides overall company data.

Team & Office Scope: Compared with Company scope.

Agent Scope: Compared with the Team or Office scope.

Hovering over any of the data points on the main Vitals chart will display a month-by-month breakdown of your Response Rate and Response Time.

Admins can view the Top Performer and Worst Performer for these metrics when either the Company or Office scope is selected.

​

The Vitals Leaderboard is available for both Admin and Agent users. It provides key metrics for each Agent, and shows how individual Agents may compare to the team average.

The Agent Performance breakdown allows you to view exact details of your score. Admins will be able to see how individual Agent scores compare to the overall Office score for the selected time period.

Using the scope dropdown at the top right of the screen, Admin users can view metrics for each scope, similar to the way it functions on the main Vitals page.

To search for individual Agents as an admin user, simply enter the Agent's name into the search field to the right of the Agent Performance Breakdown. You may also filter the results using the timeframe dropdown, and download a copy of the report using the Download Report button.

Downloaded reports will appear in .csv format.

There are 8 KPIs (Key Performance Indicators) that influence the overall Vitals score, all equally weighted. The average sum of the percentage below makes up the score. The score is calculated based on data for the last 30 days.

The Engagement dashboard provides statistics for Admins and Agents surrounding Calls, Texts, and Emails.

There are two main types of data presented within the Engagement dashboard:

The Contact Engagement section displays the number of eligible contacts out of your total database contacts. Eligible contacts are those who meet the following criteria:

The call success rate is determined by the total number of calls (inbound or outbound) with an outcome of “talked to contact” compared to any other logged outcome.

The success rate of Texting Engagement is determined by the total number of successful outbound text messages sent within 24 hours of receiving an inbound text.

Email Engagement success rate is determined by the total number of outbound emails that receive a reply from the contact. Clicking on the All Types dropdown will let you drill further into this report by filtering Smart Campaigns, Search Alerts, Market Reports, or manually sent emails.

The Vitals Pipeline is a visual representation of the progression of your database from the outer reaches of your sphere to completed deals and transactions. The balance of the numbers of contacts within each status will vary widely depending on many factors. However, with each method of business management applied, you would expect to see a certain balance of numbers that will offer you the greatest amount of success. Taking that information and applying it to your coaching and training practices will help you see your business processes in entirely new ways.

The pipeline has two primary views, which will be selected depending on if you select an entity from the drop-down menu on the upper right.

First, if you select the Company or individual Agent you will see a primary top-down view of the numbers of contacts housed within each status.

If you select an Office or a Team you will also see an interface that breaks the numbers down by agent.
​

The statuses and their total number of contacts in each run along the top. The agents and their individual numbers are then shown in the chart below.

The statuses leveraged by the pipeline are hard-coded into the BoldTrail system. You have many organizational rules that you can use to sort and filter out your contacts/leads, but the statuses are permanent. This global organizational method is the pulse for the health of your business.

To learn more about statuses in BoldTrail click here.

How you want to manage statuses or require how statuses are utilized is up to the policymakers of a Brokerage. It can be very useful to monitor the status numbers to compare them to those agents who have a high closing rate.
​
As an Admin it could be equally useful to monitor everyone and compare it to a specific standard so that a coach or manager can step in and try to help those who need a little extra hands-on help utilize the system to its fullest potential! The effort put into such a method is a great approach to training on BoldTrail.

Source Performance is one of the most critical components of a successful business that must be maintained with regular usage. Everyone using BoldTrail should have a definition for which leads belong where using different combinations of hashtags and statuses.
​
Thinking about the face value of these tasks may seem overwhelming. However, consider that most of your tasks, emails, and texts can be automated with the proper implementation of these hashtags and statuses. The possibilities are endless when it comes to automation and BoldTrail.

These three components come together in the Lead Source Performance Interface

Use these controls and filters to create your report.

The main purpose of the Source Performance report is to compare different contact sources in BoldTrail to each other in order to monitor their performance.
​
Using Source Performance you can determine how many leads are being generated, and of those leads generated where they stack up in your pipeline, defined by lead statuses.

The Source Report report itself will clearly display each source, the totals for each source, and each total broken down by lead status.

A report of the data included in the source breakdown can be downloaded as a CSV file by clicking the blue "Download Report" button on the right side.

The System Activity section of Vitals provides a valuable breakdown of automated lead nurture, lead engagement (both system and agent generated), and the opportunity to evaluate unengaged leads.

Depending on your BoldTrail access you'll be able to view different statistics. At the agent level, only the individual agent level stats will be visible. Admins will have access to the agents in their team, office, or company depending on their individual access.

Admins can choose the statistics they'd like to view using the dropdown menu at the top right of the Vitals dashboard.

Click on System Activity to view the following sections:

Lead Nurture Automation will include search alerts, behavioral alerts, and smart campaigns sent for the last 90 days to your contacts. The chart will include arrows indicating whether more or less have been sent since the previous 90 days.

System Activity also includes a Lead Nurture Automation graph that will show the daily amount of automated messages sent to contacts.

Lead Engagement will show how many phone calls, emails, and text messages were sent and received, as well as how many properties were viewed by contacts. This section shows how many points of engagement with leads have taken place over the last 90 days.

Please note: Lead Engagement shows both inbound and outbound activity

The Lead Engagement section also contains a graph with a daily breakdown of the calls, emails, and texts sent and received, as well as property views.

Coming Soon!

The Unengaged Leads section will show how many contacts in your Smart CRM do NOT have search alerts, market reports, smart campaigns, or are unsubscribed to communications.

You can click the little blue arrow to the right side of each section which will filter your Smart CRM and show you the exact contacts that fall into that specific category (no search alerts, etc).

The Consumer Interest page reveals where website visitors are coming from, as well as what they're doing on your BoldTrail website. As you run advertising campaigns and use the various Lead Engine and Marketing tools at your disposal, you will generate website visitors and they will participate in all kinds of activity.
​
One of the most critical things to remember is that you yourself are the main driver of what happens on your BoldTrail website. If you are purchasing or are running your own ads, you are dictating what kind of traffic your website may get. Do you want to get leads signing up that are interested in a particular area? If so, then you want to drive those particular leads to your website.
​
How this page plays into that strategy is simple. If you find that the majority of website visitors are not looking in the areas you want to work in, then perhaps there is something in your ads or strategies that are targeting the wrong statistics or providing the wrong information, thereby missing your target audience. This is where you can easily see the effects/results of your source performance.

First, click on Vitals from the main navigation on the left side.
​

Then, click on the 'Consumer Interest' tab from the top.

Admins Please Note: On the upper right-hand side of this page, like most, be sure to select the specific scope you'd like to view. The selection will show you the stats for the entity you choose (Team, Office, or Company depending on your access).

This is the first section on the Consumer Interest page. It contains the information that tells you specifically where visitors are coming from, as opposed to the source performance tab in business analytics which tells you how well (or not) your ads/lead sources are doing.

A referrer is a URL that someone was last on before they registered. When someone hits your website in some way, BoldTrail can usually see where they were right before they signed up as a lead.
​
You will see two main kinds of referrers:

Here is a screenshot from a demo account that's used to test things out in BoldTrail.
​
​As you can see although Inside Real Estate is not specifically tracking where the test leads are coming from, BoldTrail is keeping a finger on the pulse anyway. As the teams click on links from within the test dashboard, the system is tracking it as a 'referrer' because that's the page being used right before opening the test site to sign up as a new lead. In this list, you'll see Facebook URLs, Google, Craigslist, etc. And, to the right, you will see how many times those referrers generated website visits.
​
In some cases you may not see a URL:
​

These types of referrers have specific names. Most professional advertising setups will explicitly name a "referrer" so that you can tie a particular advertisement to traffic that you're monitoring, such as in this case of the Consumer Interest tab. In the above screenshot from a live account, Facebook Advertising uses a specifically named referrer so that you can see the traffic coming in from the ads that you purchased.
​
This could be powerful information for you because it can indicate how many other sources you could potentially deploy to get more leads pushed to your BoldTrail website from other places! If your referrers list is minimal, this can give you the ability to see visually how many more audiences you could be reaching. You want lots of referrers sending traffic to your BoldTrail website!

The adjacent list to referrers shows capture pages. These are the specific pages that signups happened on, as indicated by the number under "registrations" to the right.
​

This is where you can start to connect the dots, from your 'Source Performance' to 'Referrers' to the specific capture pages, you can trace the line from the ads and capture tools you are running down to the specific properties that are getting leads to register.
​
There are several different items in the capture pages list that are not specifically URLs.

The Top Ten Viewed and Top Ten Saved lists in this section are pulled from the activity of your contacts in BoldTrail.

The stats in this section are all pulled from your contacts histories in BoldTrail. That means the numbers are only coming from the activity that your contacts generate on your BoldTrail website.

As such, if you were to run an advertising campaign for a particular area, you may see that area suddenly shoots up in the popular ranking, as more leads sign up that are viewing properties in that area.

These are ranked according to how many properties have been viewed in those areas within your contact database.

These price groupings are ranked by the number of contacts you have looking at properties within those price points.
​
Using the information in this section, you can adjust your marketing strategies and observe how this information changes as a result. This page will show you what your current audience is, and gives you the information you need to change it!

The Agent Performance section under the Vitals tab shows individual Agents and Admins how often and in what ways they are leveraging BoldTrail. Certain actions in BoldTrail can have a measurable impact on your bottom line and these stats help Agents stay on track and help Admins monitor their Agents.

In order to view the metrics BoldTrail tracks, you will first need to log into BoldTrail.

The seven columns that appear all play a part of the Office's Agent Accountability settings and can be a key indicator of whether an Agent is doing what they need to in order to stay eligible to receive new Company-owned leads.

To learn more about Agent Accountability, click here.

TIP: If Agent Accountability is not enabled for your Office these metrics will still be tracked by BoldTrail and remain a good example of how well Agents are using BoldTrail.

The first two columns show you whether or not that Agent is currently in rotation for Company-owned leads and the last time they logged into BoldTrail which can directly affect the Agent's rotation status.

As an Agent, you can quickly refer to the Rotation Status column to confirm whether or not you should expect new leads from your Office or Company.

Please Note: Out of Rotation Agents will still receive Agent-owned leads (e.g. those from Agent-produced Squeeze & Landing pages, etc).

If you are an Admin for your Office you can easily add an Agent into rotation or remove them from rotation manually from this area by clicking into the rotation status.

The third column tracks how many calls that particular Agent has completed for any new leads they receive, regardless of source.

This directly relates to the Agent Accountability metric for making new lead calls.

This setting and tracked metric does not affect rotation status for Company-owned leads. Rather, it allows BoldTrail to help the Agent work their leads by calling the Agent to prompt them to connect with their new lead a number of times over the first three days a lead has been assigned to them.

The next three columns all display the number of items assigned to a particular Agent and the completion percentage of those to-do items, regardless of source.

Calls and tasks tallied in these three columns can come from Smart Campaign actions, manually-assigned items from either the Agent or their Admin, Behavioral Automation, and more.

These three columns do not affect an Agent's rotation status, but are a good way to see the overall workload and how well the Agent is keeping up with their book of business.

As an Agent, you can also use this area as a great way to keep yourself accountable and do a regular check-in with the health of your business.

The last column in this area whittles the assigned calls and tasks list down to just those that have been assigned to the Agent from three specific sources:

This column relates to the Office's Agent Accountability settings, particularly the Lead Rotation Accountability option requiring a certain percentage of calls and tasks to be completed.

If an Admin or Agent wishes to know why they were removed from lead rotation, this column is the best place to look first.

Like the other sections within the Vitals tab, Agent Performance will show the statistics for all the users in your BoldTrail account.

You can easily change the scope of the statistics that you are looking at by using the Company drop-down on the top right.

This is an easy way to check on the progress and success of Agents within a particular Office or for an individual Agent.

Similar to the Smart CRM columns, you have the option of trimming down the columns to only show you the data you need to see at that given moment by using the Columns drop-down to the right.

All columns will display by default, but you can click on the name of a column from the Columns drop-down to hide it.

A report of the data included in the Agent Success section can be downloaded as a CSV file by clicking the blue "Download Report" button on the right side.

The Agent Success section under the Vitals tab shows individual Agents and Admins how well they are leveraging BoldTrail. Certain actions in BoldTrail can have a measurable impact on your bottom line and these stats will help you achieve success.

In order to view the metrics BoldTrail tracks, you will first need to log into BoldTrail.

The fifteen columns that appear in the Agent Success can be loosely grouped into three main types:

When viewing these metrics, combining the Usage and Learning statistics is a good way to see how successfully a user is utilizing BoldTrail.

Last Login Column

A green checkmark will appear in this column for any users who have logged into BoldTrail within the last 30 days.

A red 'X' will appear in the column for any users who have not logged in within that time frame.

This is an important metric to track, especially as an Admin, because agents who are not logging into BoldTrail regularly or at all cannot prospect and generate business, both for their individual businesses and for the brokerage at large.

TIP: Any agents who do not log in at least once within the last 30 days should be removed from any Lead Routing Rules they may be a part of because they cannot nurture the leads assigned to them in BoldTrail.

Import Contacts Column

A green checkmark will appear in this column for any users who have ever imported contacts into their BoldTrail account.

A red 'X' will appear in the column for any users who have not imported any contacts at least once.

As an Agent, this is an important metric to consider when determining how well you are utilizing the platform's tools because BoldTrail has so many great options for both automatic and manual communication with your database.

TIP: Importing your sphere of influence and any leads generated by an outside source is vital to staying relevant to all of the people you know. Keeping in touch with them via BoldTrail, even if they never engage, is keeping the door open to future opportunities with them. If they are subscribed to at least one touchpoint, like a Smart Campaign or Search Alerts, you have the best chance of staying top of mind for that contact.

For more information on importing contacts, click here.

Engaged Column

A green checkmark will appear in this column for any users who have engaged 30 or more times in the last 30 days.

A red 'X' will appear in the column for any users who have not engaged 30 or more times in the last 30 days.

As an Agent, this is an important metric for you to track because proactively engaging with contacts who are browsing through properties on your BoldTrail website creates a higher chance of converting them from a lead to a client.

As an Admin, this is an important metric to track, especially if the agent is receiving leads from the Company, Office, or Team Lead Routing Rule(s), because it indicates whether or not they are using their Activity Stream to engage with their leads in a timely and ideal manner.

The automated communication BoldTrail offers will help fill any gaps when engaging with your prospects and active leads, but as an agent, you should be using some of the strategies and scripts laid out here to further nurture the relationship.

Contacts Created Column

A green checkmark will appear in this column for any users who have added 10 or more contacts in the last 30 days.

A red 'X' will appear in the column for any users who have not added 10 or more contacts in the last 30 days.

TIP: Both manually adding contacts and importing contacts also count towards this amount.

This is an important metric to track, especially as an Agent, because one of your goals for successfully using BoldTrail is to make the platform an essential part of your daily routine. BoldTrail is more powerful and effective when you add new contacts you meet and organize them in your Smart CRM.

Agent Quick Start

The Agent Quick Start is a specific course within the Learning Portal. The column will display 'Not Started', 'Started', or 'Completed' based on each users' progress within the course.

This course is designed to empower agents to set goals, build a foundation with successful behaviors, and grow their individual businesses. It is extremely important for agents, especially new users, to complete this course as it provides the best foundation for working on the platform every day and is the fastest way to get comfortable working BoldTrail into their business.

This is an important metric to track, especially as an Admin, because it is the best indicator of how familiar your agents are with BoldTrail. Any agents who have not started or fully completed the Agent Quick Start are more at risk for not fully adopting BoldTrail and/or not properly using it. As an Admin it will be important to strongly encourage agents to complete it.

Other Courses

This column will display the number of Learning Portal courses a user is enrolled in or has completed other than the Agent Quick Start

Admins can use this column to determine who is well-versed in BoldTrail and who may need a bit more assistance learning different strategies to use BoldTrail. It can also be a great way to identify Office champions who may be willing to be an internal resource for any other agents within the Office who are struggling to use the platform successfully.

These Lead Status columns show the number of contacts per BoldTrail status for each user.

This is an important metric to track, especially as an Admin, because it visually shows how deals are moving through BoldTrail to a closing for each agent compared to the brokerage's ideal timeline.

It can also be an excellent way for Admins to identify which agents may need assistance with nurturing a specific type or status of contact or show which agents are fully using BoldTrail to its' potential.

As an Agent, this is a quick way to check in on your pipeline and identify stages that may need some extra attention in order to evolve the relationship with those contacts to the next level.

Like the other sections within the Vitals tab, Agent Success will show the statistics for all the users in your BoldTrail account.

You can easily change the scope of the statistics that you are looking at by using the Company drop-down on the top right. This is an easy way to check on the progress and success of agents within a particular Office or Team if there are multiple or for the overall success of all your users.

If you are confirming the number/percentage of users for a specific statistic, you can click on any of the Agent Success Summary tiles to sort your user list by that particular metric.

Clicking on the header titles of each column within the Agent Success Details table will also sort the user list by that metric.

You can easily verify an individual user's progress by using the Filter box to search a specific user name.

If you have more than 10 users, you are able to expand the table rows to display up to 100 users at once on the top right.

A report of the data included in the Agent Success section can be downloaded as a CSV file by clicking the blue "Download Report" button on the right side.

The Communications tab information offers a holistic view for Admins to understand total client touch points by Agents - a great coaching opportunity, and helpful addition to the Vitals suite of tools!

This shows a combination of both.

Not at this time. However, Source Performance is accessible to all which indicates activity by source.

To learn more about Source Performance, click here.

Yes, it is filterable by Company, Office, Team, and individual Agent.

The date range filters are the same as within Source Performance section: 7 days, 14 days, month, 3 months, 6, 12, and custom.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!

​

​

​