Sightline

Victor Doyle

Drifting

Sales Associate · Broken Arrow · CB Select · 1.2 yrs

Email
victor.doyle@demo-cbselect.example
Phone
(918) 555-0143
License
#194225
Expires
May 22, 2029Verified · OREC
Birthday
Jun 20
Anniversary
Aug 23 · since 2025
Connected systems
2026
7
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
45
of 100
Drifting
vs. 90 days ago
±0 pts
Office percentile
48th
Tech stackLow
0355575100
+4 pts vs. 90 days ago
3/100
Culture & in-personDrifting
0355575100
−5 pts vs. 90 days ago
46/100
ProductionStrong
0355575100
+1 pts vs. 90 days ago
94/100
12-month trend45 → 45
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
  • No BackAtYou login in 429 days
    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
$1.69M vs. $6.08M
Sides
8 vs. 29
Avg. price
$211K vs. $208K
Pace to $1.60M goal106%
Pipeline: 0 pending · 0 active

Engagement activities

4 of 13 key activities

View all activities
Needs attention
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 239 days ago
  • Client survey sent on last closingBusiness activities
    Last closing 68 days ago · last survey Never
  • BackAtYou login in last 7 daysTechnology adoption
    Last login 429 days ago

Recent activity

Timeline
  • Oct 27Missed Broken Arrow Sales MeetingSightline check-in
  • Oct 24License verified via ORECOREC / KREC
  • Oct 20Missed Broken Arrow Sales MeetingSightline check-in
  • Oct 13Attended Broken Arrow Sales MeetingSightline check-in
  • Oct 12Emailed Marisol Pruitt: Need help with a listing presentationManager email
  • Oct 6Missed Broken Arrow Sales MeetingSightline check-in
  • Sep 24Attended Fall Agent Appreciation CookoutSightline check-in

Milestones & dates

  • BirthdayJun 20
  • Work anniversaryAug 23