Sightline

Samuel Clarke

Steady

Associate Broker · Broken Arrow · Oakmont Group (lead) · CB Select · 3.2 yrs

Email
samuel.clarke@demo-cbselect.example
Phone
(405) 555-0181
License
#122287
Expires
Jan 1, 2028Verified · OREC
Birthday
Apr 4
Anniversary
Aug 19 · since 2023
Connected systems
▲ 15%
2026
62
2025
54
2024
123
Recommended actions0 openView all actions

Engagement

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

0355575100
64
of 100
Steady
vs. 90 days ago
+4 pts
Office percentile
82th
Tech stackDrifting
0355575100
+4 pts vs. 90 days ago
35/100
Culture & in-personStrong
0355575100
+9 pts vs. 90 days ago
80/100
ProductionStrong
0355575100
−2 pts vs. 90 days ago
80/100
12-month trend52 → 64
Strongest areas
  • Follow-ups not overdue
  • ≥1 training in last 30 days
  • Attended this month's sales meeting
Needs attention
  • BackAtYou login in last 7 days
  • ≥250 CRM contacts
  • Used Ask CB this month

Risk

Likelihood to move
Moderate
Steady
1 system signal
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in 45 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
$14.3M vs. $6.08M
Sides
68 vs. 29
Avg. price
$210K vs. $208K
Pace to $15.1M goal95%
Pipeline: 7 pending · 22 active

Engagement activities

6 of 13 key activities

View all activities
Needs attention
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 311 days ago
  • Client survey sent on last closingBusiness activities
    Last closing 2 days ago · last survey 26 days ago
  • BackAtYou login in last 7 daysTechnology adoption
    Last login 45 days ago

Recent activity

Timeline
  • Oct 27Missed Broken Arrow Sales MeetingSightline check-in
  • Oct 26Closed listing side in Broken ArrowBrokerage Engine
  • Oct 26Closed buyer side in Broken ArrowBrokerage Engine
  • Oct 26Closed buyer side in Broken ArrowBrokerage Engine
  • Oct 26New listing in Broken ArrowBrokerage Engine
  • Oct 26New listing in Broken ArrowBrokerage Engine
  • Oct 26New listing in TulsaBrokerage Engine

Milestones & dates

  • 50th closing of the yearSep 23, 2026 · recognition sent
  • $10M in production this yearAug 31, 2026 · recognition sent
  • BirthdayApr 4
  • Work anniversaryAug 19