Overview
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.
Accessing Agent Success Metrics
In order to view the metrics BoldTrail tracks, you will first need to log into BoldTrail.
Click on the Vitals tab to the left.
Click on the Agent Success tab at the top.
Understanding the Tracked Metrics
The fifteen columns that appear in the Agent Success can be loosely grouped into three main types:
Usage Statistics
Learning Statistics
Pipeline Overview
When viewing these metrics, combining the Usage and Learning statistics is a good way to see how successfully a user is utilizing BoldTrail.
Usage Statistics
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.
Learning Statistics
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.
Pipeline Overview
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.
Viewing Agent Success as an Admin
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.
Exporting Data
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.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!