Sightline

Logan Durham

Drifting

Sales Associate · South Tulsa · CB Select · 23.9 yrs

Email
logan.durham@demo-cbselect.example
Phone
(580) 555-0155
License
#155828
Expires
May 29, 2027Verified · OREC
Birthday
Apr 21
Anniversary
Dec 10 · since 2002
Connected systems
▼ 75%
2026
8
2025
32
2024
23
Recommended actions2 openTop: Check in · Book a 1:1View all actions

Engagement

Score 0–100 · 35% tech + 35% culture + 30% production

0355575100
36
of 100
Drifting
vs. 90 days ago
−13 pts
Office percentile
27th
Tech stackLow
0355575100
−13 pts vs. 90 days ago
28/100
Culture & in-personSteady
0355575100
−4 pts vs. 90 days ago
74/100
ProductionLow
0355575100
−25 pts vs. 90 days ago
0/100
12-month trend62 → 36
Strongest areas
  • Follow-ups not overdue
  • Attended this month's sales meeting
  • Came into the office this month
Needs attention
  • BackAtYou login in last 7 days
  • ≥250 CRM contacts
  • Used Ask CB this month

Risk

Likelihood to move
Elevated
Drifting
1 system signal
Low
Moderate
Elevated
High
System-derived
  • Production -80% YoY
    LTM volume $2.1M vs $10.5M the year before.
Manager context

No manager notes yet. Add context from the header.

Production vs. office

Last 12 months · tick = office average

Production
Volume
$2.10M vs. $4.65M
Sides
8 vs. 15.6
Avg. price
$263K vs. $282K
Pace to $11.6M goal18%
Pipeline: 0 pending · 0 active

Engagement activities

6 of 13 key activities

View all activities
Needs attention
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 49 days ago
  • BackAtYou login in last 7 daysTechnology adoption
    Last login 19 days ago
  • ≥1 training in last 30 daysParticipation & relationships
    0 in 30 days · last 96 days ago

Recent activity

Timeline
  • Oct 27Missed South Tulsa Sales MeetingSightline check-in
  • Oct 24After-hours office entryKey fob
  • Oct 24License verified via ORECOREC / KREC
  • Oct 22Emailed Dwight Sandoval: Referral fee paperworkManager email
  • Oct 22Call with Dwight SandovalZoom Phone
  • Oct 20Attended South Tulsa Sales MeetingSightline check-in
  • Oct 13Missed South Tulsa Sales MeetingSightline check-in

Milestones & dates

  • BirthdayApr 21
  • Work anniversaryDec 10