Sightline

Bobby Gordon

Drifting

Sales Associate · Claremore · Bluebird Realty Group · CB Select · 4.2 yrs

Email
bobby.gordon@demo-cbselect.example
Phone
(539) 555-0126
License
#138844
Expires
Jun 2, 2027Verified · OREC
Birthday
Feb 4
Anniversary
Aug 15 · since 2022
Connected systems
▲ 200%
2026
3
2025
1
2024
6
Recommended actions1 openTop: Check in · Book a 1:1View all actions

Engagement

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

0355575100
48
of 100
Drifting
vs. 90 days ago
−3 pts
Office percentile
76th
Tech stackLow
0355575100
−8 pts vs. 90 days ago
19/100
Culture & in-personDrifting
0355575100
−4 pts vs. 90 days ago
46/100
ProductionStrong
0355575100
+4 pts vs. 90 days ago
83/100
12-month trend51 → 48
Strongest areas
  • Attended this month's sales meeting
  • Came into the office this month
  • Client survey sent on last closing
Needs attention
  • BackAtYou login in last 7 days
  • Follow-ups not overdue
  • ≥250 CRM contacts

Risk

Likelihood to move
Elevated
Drifting
1 system signal
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in 196 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
$589K vs. $1.06M
Sides
4 vs. 4.7
Avg. price
$147K vs. $200K
Pace to $600K goal98%
Pipeline: 0 pending · 0 active

Engagement activities

4 of 13 key activities

View all activities
Needs attention
  • Follow-ups not overdueBusiness activities
    1 overdue · 0 completed in 30 days
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 297 days ago
  • BackAtYou login in last 7 daysTechnology adoption
    Last login 196 days ago

Recent activity

Timeline
  • Oct 27Emailed Walt Tillman: Photographer schedulingManager email
  • Oct 27Attended Claremore Sales MeetingSightline check-in
  • Oct 24License verified via ORECOREC / KREC
  • Oct 20Missed Claremore Sales MeetingSightline check-in
  • Oct 18Call with Walt TillmanZoom Phone
  • Oct 13Attended Claremore Sales MeetingSightline check-in
  • Oct 6Missed Claremore Sales MeetingSightline check-in

Milestones & dates

  • BirthdayFeb 4
  • Work anniversaryAug 15