Sightline

Elizabeth Griffin

Steady

Sales Associate · Plaza East · CB Plaza · 1.6 yrs

Email
elizabeth.griffin@demo-cbselect.example
Phone
(620) 555-0125
License
#SP00237224
Expires
Nov 13, 2026Expiring · KREC
Birthday
Apr 8
Anniversary
Mar 22 · since 2025
Connected systems
▼ 25%
2026
3
2025
4
2024
0

Breakdown by category

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

Tech stack
49 +11
Training
22 +15
Office & manager interaction
47 +9
Marketing participation
15 −22
Client experience
30 +10

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

5 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login 16 days ago
    BackAtYou
  • ≥250 CRM contacts
    0 contacts
    BackAtYou
  • Active in From Your Friends
    5 of 9 months · 75 mailed
    From Your Friends
  • Posted on social in last 14 days
    Last post Never
    BackAtYou
  • Used Ask CB this month
    Last used 17 days ago
    Ask CB
  • ≥1 training in last 30 days
    0 in 30 days · last 61 days ago
    Zoom / check-in
  • 1:1 with manager this quarter
    Last 1:1 265 days ago
    Manager email
  • Attended this month's sales meeting
    4 of 12 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit 6 days ago
    Key fob
  • Marketing order in last 90 days
    Last order 218 days ago
    Marketing Store
  • Follow-ups not overdue
    0 overdue · 0 completed in 30 days
    BackAtYou
  • Client survey sent on last closing
    Last closing 49 days ago · last survey 43 days ago
    Testimonial Tree
  • License current / CE on track
    3 of 12 CE hours · expires Nov 13, 2026
    KREC

BackAtYou

Last login 16 days ago

Logins · 7 / 30 / 90 days0 / 7 / 44
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

Surveys sent1
Completion rate0%
NPS—
Avg. rating—
Latest testimonialNever
Last request43 days ago

Marketing Store

1 orders in 12 months · $83 lifetime

  • Custom Print Order · other7 months ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last used17 days ago
Ask CB · conversations 30d8
Level Up · last login5 months ago
From Your Friends5 of 9 months · 75 sphere
Zoom trainings · 30d / 12mo0 / 2
Sales meetings · 90d4 of 12
After-hours office entries · 30d9