Sightline

Sarah Whitfield

At risk

Sales Associate · Broken Arrow · CB Select · 3.1 yrs

Email
sarah.whitfield@demo-cbselect.example
Phone
(405) 555-0116
License
#166182
Expires
Jun 30, 2028Verified · OREC
Birthday
May 23
Anniversary
Sep 21 · since 2023
Connected systems
▲ 13%
2026
9
2025
8
2024
12
Recommended actions1 openTop: Sarah Whitfield texted this morning · Call Sarah todayView all actions

Engagement

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

0355575100
40
of 100
At risk
vs. 90 days ago
−8 pts
Office percentile
35th
Tech stackLow
0355575100
−8 pts vs. 90 days ago
21/100
Culture & in-personDrifting
0355575100
−12 pts vs. 90 days ago
49/100
ProductionDrifting
0355575100
−5 pts vs. 90 days ago
50/100
12-month trend63 → 40
Strongest areas
  • License current / CE on track
Needs attention
  • BackAtYou login in last 7 days
  • Follow-ups not overdue
  • ≥250 CRM contacts

Risk

Likelihood to move
High
At risk
3 system signals
Low
Moderate
Elevated
High
System-derived
  • No BackAtYou login in 38 days
    CRM activity is the leading indicator of an agent still working their business.
  • Missed 13 of 13 sales meetings
    No attendance recorded in the last 90 days.
  • 14 overdue follow-ups
    101 leads sit unworked in the CRM.
Manager context

  • “Sarah is eager but feels lost with the CRM. Offer a 30-minute walkthrough.”

    Marisol Pruitt · Aug 28, 2026 · concern

Production vs. office

Last 12 months · tick = office average

Production
Volume
$2.23M vs. $6.08M
Sides
11 vs. 29
Avg. price
$203K vs. $208K
Pace to $2.90M goal77%
Pipeline: 1 pending · 3 active

Engagement activities

1 of 13 key activities

View all activities
Needs attention
  • Follow-ups not overdueBusiness activities
    14 overdue · 0 completed in 30 days
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 74 days ago
  • Attended this month's sales meetingParticipation & relationships
    0 of 13 attended in 90 days

Recent activity

Timeline
  • Oct 27Missed Broken Arrow Sales MeetingSightline check-in
  • Oct 27Inbound call from Sarah to the Broken Arrow office lineZoom Phone
  • Oct 24Emailed Marisol Pruitt: Question about commission splitManager email
  • Oct 24License verified via ORECOREC / KREC
  • Oct 23Closed buyer side in Broken ArrowBrokerage Engine
  • Oct 22Flyers delivered to the Broken Arrow officeMarketing desk
  • Oct 20Sarah approved the proofMarketing desk

Milestones & dates

  • BirthdayMay 23
  • Work anniversarySep 21