Sightline

Kristin Kent

At risk

Sales Associate · Claremore · Bluebird Realty Group · CB Select · 5.9 yrs

Email
kristin.kent@demo-cbselect.example
Phone
(405) 555-0197
License
#164412
Expires
Nov 13, 2026Expiring · OREC
Birthday
Jul 19
Anniversary
Dec 10 · since 2020
Connected systems
▼ 50%
2026
3
2025
6
2024
12
Recommended actions2 openTop: License expiring · Remind agent to renew licenseView all actions

Engagement

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

0355575100
8
of 100
At risk
vs. 90 days ago
−10 pts
Office percentile
0th
Tech stackLow
0355575100
+1 pts vs. 90 days ago
0/100
Culture & in-personLow
0355575100
−12 pts vs. 90 days ago
24/100
ProductionLow
0355575100
−22 pts vs. 90 days ago
0/100
12-month trend40 → 8
Strongest areas
  • Follow-ups not overdue
  • License current / CE on track
Needs attention
  • BackAtYou login in last 7 days
  • ≥250 CRM contacts
  • Used Ask CB this month

Risk

Likelihood to move
High
At risk
4 system signals
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in ever
    CRM activity is the leading indicator of an agent still working their business.
  • Production -68% YoY
    LTM volume $0.4M vs $1.4M the year before.
  • Missed 13 of 13 sales meetings
    No attendance recorded in the last 90 days.
  • License expires in 17 days
    CE on track.
Manager context

No manager notes yet. Add context from the header.

Production vs. office

Last 12 months · tick = office average

Production
Volume
$440K vs. $1.06M
Sides
3 vs. 4.7
Avg. price
$147K vs. $200K
Pace to $1.55M goal28%
Pipeline: 1 pending · 0 active

Engagement activities

2 of 13 key activities

View all activities
Needs attention
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 230 days ago
  • Attended this month's sales meetingParticipation & relationships
    0 of 13 attended in 90 days
  • Client survey sent on last closingBusiness activities
    Last closing 52 days ago · last survey Never

Recent activity

Timeline
  • Oct 27Missed Claremore Sales MeetingSightline check-in
  • Oct 24License verified via ORECOREC / KREC
  • Oct 20Call with Walt TillmanZoom Phone
  • Oct 20Missed Claremore Sales MeetingSightline check-in
  • Oct 13Missed Claremore Sales MeetingSightline check-in
  • Sep 26Walt Tillman emailed: Quick check-inManager email
  • Sep 23Under contract in TulsaBrokerage Engine

Milestones & dates

  • BirthdayJul 19
  • Work anniversaryDec 10