Sightline

Robin Pace

At risk

Associate Broker · South Tulsa · CB Select · 0.7 yrs

Email
robin.pace@demo-cbselect.example
Phone
(918) 555-0174
License
#134672
Expires
Feb 3, 2027Verified · OREC
Birthday
Dec 14
Anniversary
Feb 10 · since 2026
Connected systems
2026
1
2025
0
2024
0
Recommended actions1 openTop: Check in · Book a 1:1View all actions

Engagement

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

0355575100
20
of 100
At risk
vs. 90 days ago
−1 pts
Office percentile
11th
Tech stackLow
0355575100
±0 pts vs. 90 days ago
15/100
Culture & in-personDrifting
0355575100
−3 pts vs. 90 days ago
42/100
ProductionLow
0355575100
+1 pts vs. 90 days ago
0/100
12-month trend26 → 20
Strongest areas
  • Attended this month's sales meeting
  • Came into the office this month
  • License current / CE on track
Needs attention
  • BackAtYou login in last 7 days
  • Follow-ups not overdue
  • ≥250 CRM contacts

Risk

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

No manager notes yet. Add context from the header.

Production vs. office

Last 12 months · tick = office average

Production
Volume
$107K vs. $4.65M
Sides
1 vs. 15.6
Avg. price
$107K vs. $282K
Pace to $450K goal24%
Pipeline: 0 pending · 0 active

Engagement activities

3 of 13 key activities

View all activities
Needs attention
  • Follow-ups not overdueBusiness activities
    5 overdue · 0 completed in 30 days
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 150 days ago
  • Client survey sent on last closingBusiness activities
    Last closing 18 days ago · last survey Never

Recent activity

Timeline
  • Oct 27Missed South Tulsa Sales MeetingSightline check-in
  • Oct 24License verified via ORECOREC / KREC
  • Oct 20Attended South Tulsa Sales MeetingSightline check-in
  • Oct 13Missed South Tulsa Sales MeetingSightline check-in
  • Oct 11Dwight Sandoval emailed: Quick check-inManager email
  • Oct 10Closed listing side in SapulpaBrokerage Engine
  • Oct 6Dwight Sandoval emailed: Reminder: license renewalManager email

Milestones & dates

  • BirthdayDec 14
  • Work anniversaryFeb 10