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

Breakdown by category

Agent score vs. office average (tick) · 0–100

Tech stack
2 −36
Training
0 −7
Office & manager interaction
10 −28
Marketing participation
0 −37
Client experience
0 −20

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

2 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login 2170 days ago
    BackAtYou
  • Used Ask CB this month
    Last used Never
    Ask CB
  • ≥250 CRM contacts
    0 contacts
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post Never
    BackAtYou
  • ≥1 training in last 30 days
    0 in 30 days · last Never
    Zoom / check-in
  • Attended this month's sales meeting
    0 of 12 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit Never
    Key fob
  • 1:1 with manager this quarter
    Last 1:1 193 days ago
    Manager email
  • Marketing order in last 90 days
    Last order Never
    Marketing Store
  • Client survey sent on last closing
    No data from Testimonial Tree
    Testimonial Tree
  • Follow-ups not overdue
    0 overdue · 0 completed in 30 days
    BackAtYou
  • License current / CE on track
    12 of 12 CE hours · expires Feb 23, 2029
    KREC

BackAtYou

Last login 6 years ago

Logins · 7 / 30 / 90 days0 / 0 / 0
Contacts in database0
New contacts · 30 days0
Follow-ups done vs overdue0 / 0
Active drip campaigns0
Lead response (median)—
Social posts · 30 days0

Testimonial Tree

Client surveys

No survey account linked.

Marketing Store

No orders

    Neighborhood Farming Programmailing 0 of 6

    Other tools

    Ask CB · last usedNever
    Ask CB · conversations 30d0
    Level Up · last login12 months ago
    From Your FriendsNot enrolled
    Zoom trainings · 30d / 12mo0 / 0
    Sales meetings · 90d0 of 12
    After-hours office entries · 30d0