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

Breakdown by category

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

Tech stack
21 +1
Training
0 −12
Office & manager interaction
30 −8
Marketing participation
15 −16
Client experience
40 +17

12-month engagement trend

Monthly score, Nov 2025 – Oct 2026

OverallTechCultureProduction

Engagement activities

1 of 13 key activities

Not met No data from source Met
  • BackAtYou login in last 7 days
    Last login 38 days ago
    BackAtYou
  • Used Ask CB this month
    Last used Never
    Ask CB
  • ≥250 CRM contacts
    190 contacts
    BackAtYou
  • Active in From Your Friends
    No account
    From Your Friends
  • Posted on social in last 14 days
    Last post Never
    BackAtYou
  • ≥1 training in last 30 days
    0 in 30 days · last 160 days ago
    Zoom / check-in
  • Attended this month's sales meeting
    0 of 13 attended in 90 days
    Sightline check-in
  • Came into the office this month
    Last visit 189 days ago
    Key fob
  • 1:1 with manager this quarter
    Last 1:1 74 days ago
    Manager email
  • Follow-ups not overdue
    14 overdue · 0 completed in 30 days
    BackAtYou
  • Marketing order in last 90 days
    Last order 205 days ago
    Marketing Store
  • Client survey sent on last closing
    Last closing 5 days ago · last survey 140 days ago
    Testimonial Tree
  • License current / CE on track
    21 of 21 CE hours · expires Jun 30, 2028
    OREC

BackAtYou

Last login 38 days ago

Logins · 7 / 30 / 90 days0 / 0 / 3
Contacts in database190
New contacts · 30 days0
Follow-ups done vs overdue0 / 14
Active drip campaigns0
Lead response (median)151 min
Social posts · 30 days0

Testimonial Tree

Client surveys

Surveys sent4
Completion rate25%
NPS100
Avg. rating5
Latest testimonialNever
Last request5 months ago

Marketing Store

1 orders in 12 months · $190 lifetime

  • Business Cards · business cards7 months ago
Neighborhood Farming Programmailing 0 of 6

Other tools

Ask CB · last usedNever
Ask CB · conversations 30d0
Level Up · last login14 months ago
From Your FriendsNot enrolled
Zoom trainings · 30d / 12mo0 / 1
Sales meetings · 90d0 of 13
After-hours office entries · 30d0