Sightline

Thomas Patel

Engaged

Sales Associate · South Tulsa · CB Select · 6.5 yrs

Email
thomas.patel@demo-cbselect.example
Phone
(918) 555-0138
License
#198065
Expires
Aug 20, 2029Verified · OREC
Birthday
Jun 28
Anniversary
Apr 24 · since 2020
Connected systems
▼ 13%
2026
14
2025
16
2024
12
Recommended actions1 openTop: Identity match · backatyou · Review matchView all actions

Engagement

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

0355575100
86
of 100
Engaged
vs. 90 days ago
+6 pts
Office percentile
98th
Tech stackSteady
0355575100
−4 pts vs. 90 days ago
70/100
Culture & in-personStrong
0355575100
+2 pts vs. 90 days ago
90/100
ProductionStrong
0355575100
+24 pts vs. 90 days ago
100/100
12-month trend70 → 86
Strongest areas
  • Used Ask CB this month
  • Attended this month's sales meeting
  • Came into the office this month
Needs attention
  • BackAtYou login in last 7 days
  • Follow-ups not overdue
  • ≥250 CRM contacts

Risk

Likelihood to move
Low
Engaged
1 system signal
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in 38 days
    CRM activity is the leading indicator of an agent still working their business.
  • Culture leader
Manager context

No manager notes yet. Add context from the header.

Production vs. office

Last 12 months · tick = office average

Production
Volume
$6.91M vs. $4.65M
Sides
21 vs. 15.6
Avg. price
$329K vs. $282K
Pace to $6.50M goal106%
Pipeline: 0 pending · 0 active

Engagement activities

7 of 13 key activities

View all activities
Needs attention
  • Follow-ups not overdueBusiness activities
    1 overdue · 0 completed in 30 days
  • Client survey sent on last closingBusiness activities
    Last closing 18 days ago · last survey 48 days ago
  • BackAtYou login in last 7 daysTechnology adoption
    Last login 38 days ago

Recent activity

Timeline
  • Oct 27Attended South Tulsa Sales MeetingSightline check-in
  • Oct 25Call with Dwight SandovalZoom Phone
  • Oct 24After-hours office entryKey fob
  • Oct 24License verified via ORECOREC / KREC
  • Oct 21After-hours office entryKey fob
  • Oct 20Emailed Dwight Sandoval: Contract question: buyer addendumManager email
  • Oct 20Used Ask CBAsk CB

Milestones & dates

  • $3M in production this yearSep 3, 2026 · recognition sent
  • BirthdayJun 28
  • Work anniversaryApr 24