SourcedCRM — KPI Dashboard

All Accounts — Rollup

Combined conversion rates

Per-account breakdown

Korbin SMS 1

Location mpR53GgWcNTxTNcBEQdZ · Primary pipeline: Main Pipeline

VA performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only (workflow-automated SMS aren't attributed to a person, so not counted here).

Acquisitions Rep performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only.

Leadership · Managers & Owners

Oversight roles — these users may also own some opportunities (passthroughs / unassigned reassignments).

Spencer Sms 1

Location lwEBUEs2en6qqMHR74st · Primary pipeline: Main Pipeline

VA performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only (workflow-automated SMS aren't attributed to a person, so not counted here).

Acquisitions Rep performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only.

Leadership · Managers & Owners

Oversight roles — these users may also own some opportunities (passthroughs / unassigned reassignments).

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Janier SMS 1

Location bn07uSntnLc3UzeoUv00 · Primary pipeline: Main Pipeline

VA performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only (workflow-automated SMS aren't attributed to a person, so not counted here).

Acquisitions Rep performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only.

Leadership · Managers & Owners

Oversight roles — these users may also own some opportunities (passthroughs / unassigned reassignments).

Kyle SMS 1

Location kikM8NT1rKNj4sBUclw6 · Primary pipeline: Main Pipeline

VA performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only (workflow-automated SMS aren't attributed to a person, so not counted here).

Acquisitions Rep performance

Calls = outbound calls placed by this user in the last 30 days. Texts = manual outbound SMS only.

Leadership · Managers & Owners

Oversight roles — these users may also own some opportunities (passthroughs / unassigned reassignments).

Dispo Acc

Location wY9auPTuls5S0GxVL77R · Primary pipeline: Buyer Database

Dispo Rep performance

Hours (7d) + Activity % come from Hubstaff. "Lost" sums: Buyer Backed Out, Seller Cancelled, Contract Terminated, No Buyer Found, Title Issues.

This Week — opps moved into each stage

Counts opps whose last stage change was within the last 7 days. Re-runs of python3 kpi.py keep this rolling.

Leadership · Managers & Owners

Oversight roles — these users may also own some opportunities (passthroughs / unassigned reassignments).

Chaz SMS 1

Location qtLaSkrc5fjOy2MBeByG · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Joey SMS 1

Location KPQgCoJglXhdWs2chqyv · Primary pipeline: Pre Foreclosure

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Kendall SMS 1

Location TkN3WNvugwxvgHc3vnI7 · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Chaz SMS 2

Location nlBvt6umjY3fZjReHNKK · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Chris SMS 1

Location UdpG0r3AeIe1u6b4PqfZ · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Connor SMS 1

Location iK5qfsfICBSHUT2fAuhI · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Daniel SMS 1

Location W0HcLn0rkAn0Q6AhoSLj · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Daniel T SMS 1

Location pJcFJcwbnZ1Rd25aHBMu · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

JOJO SMS 1

Location WwdWESb5MhGuyc7kYhKb · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Ked Aaron SMS 1

Location aEHfTwJONxmGbr2N3DHX · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Pranav SMS1

Location N1seGR02PX1z3tXYxG1d · Primary pipeline: 1. Main - Acquisitions

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Rasec Alexis SMS 1

Location svCiYhG8ihOnO8qcCNLd · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Rasec Alexis SMS 2

Location aXkvCWaPt4T105rLjh1B · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Strud SMS 1

Location cpJZUXFC7GW8gKeUq0uT · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Tommie SMS 1

Location URsfG1ZfhVPU8VI1U6AH · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Tommy SMS 1

Location tfTUw9lDVDobYXsxwoym · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).

Jordan SMS 1

Location rRIw8Nx761hXxFT3HHXw · Primary pipeline: Main Pipeline

Users without a role

Edit users in locations.json (role: va, acq_rep, both, manager, owner).