Sightline

Crystal Cross

At risk

Sales Associate · Plaza East · CB Plaza · 14.1 yrs

Email
crystal.cross@demo-cbselect.example
Phone
(620) 555-0186
License
#SP00210493
Expires
Feb 23, 2029Verified · KREC
Birthday
May 15
Anniversary
Sep 10 · since 2012
Connected systems
▼ 100%
2026
0
2025
1
2024
2
Recommended actions1 openTop: Check in · Book a 1:1View all actions

Engagement

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

0355575100
9
of 100
At risk
vs. 90 days ago
−24 pts
Office percentile
0th
Tech stackLow
0355575100
−30 pts vs. 90 days ago
2/100
Culture & in-personLow
0355575100
−14 pts vs. 90 days ago
25/100
ProductionLow
0355575100
−30 pts vs. 90 days ago
0/100
12-month trend62 → 9
Strongest areas
  • Follow-ups not overdue
  • License current / CE on track
Needs attention
  • BackAtYou login in last 7 days
  • ≥250 CRM contacts
  • Used Ask CB this month

Risk

Likelihood to move
High
At risk
3 system signals
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in 2170 days
    CRM activity is the leading indicator of an agent still working their business.
  • Production -100% YoY
    LTM volume $0.0M vs $0.4M the year before.
  • Missed 12 of 12 sales meetings
    No attendance recorded in the last 90 days.
Manager context

  • “Out on medical leave through mid-November.”

    Odessa Lindgren · Jul 26, 2026 · context

Production vs. office

Last 12 months · tick = office average

Production
Volume
$0 vs. $1.23M
Sides
0 vs. 5.3
Avg. price
$0 vs. $144K
Pace to $450K goal0%
Pipeline: 0 pending · 0 active

Engagement activities

2 of 13 key activities

View all activities
Needs attention
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 193 days ago
  • Attended this month's sales meetingParticipation & relationships
    0 of 12 attended in 90 days
  • BackAtYou login in last 7 daysTechnology adoption
    Last login 2170 days ago

Recent activity

Timeline
  • Oct 24License verified via KRECOREC / KREC
  • Oct 21Missed Plaza East Sales MeetingSightline check-in
  • Oct 14Missed Plaza East Sales MeetingSightline check-in
  • Oct 7Missed Plaza East Sales MeetingSightline check-in
  • Oct 4Odessa Lindgren emailed: Reminder: license renewalManager email
  • Sep 18Odessa Lindgren emailed: Can we grab 15 minutes this week?Manager email
  • Aug 22Odessa Lindgren emailed: Congrats on the closing!Manager email

Milestones & dates

  • BirthdayMay 15
  • Work anniversarySep 10