Sightline

Tom Hargrove

Drifting

Sales Associate · Claremore · CB Select · 9.3 yrs

Email
tom.hargrove@demo-cbselect.example
Phone
(913) 555-0103
License
#170922
Expires
Mar 4, 2028Verified · OREC
Birthday
Nov 17
Anniversary
Jul 10 · since 2017
Connected systems
▼ 44%
2026
5
2025
9
2024
17
Recommended actions1 openTop: Tom Hargrove: production down 37% · Schedule a 1:1View all actions

Engagement

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

0355575100
50
of 100
Drifting
vs. 90 days ago
−14 pts
Office percentile
82th
Tech stackDrifting
0355575100
−10 pts vs. 90 days ago
50/100
Culture & in-personStrong
0355575100
−22 pts vs. 90 days ago
78/100
ProductionLow
0355575100
−11 pts vs. 90 days ago
16/100
12-month trend73 → 50
Strongest areas
  • ≥250 CRM contacts
  • Used Ask CB this month
  • ≥1 training in last 30 days
Needs attention
  • BackAtYou login in last 7 days
  • Follow-ups not overdue
  • Attended this month's sales meeting

Risk

Likelihood to move
Elevated
Drifting
1 system signal
Low
Moderate
Elevated
High
System-derived
  • Production -37% YoY
    LTM volume $2.1M vs $3.4M the year before.
Manager context

  • “Tom had a family issue this summer. Be gentle, ask how he is first.”

    Walt Tillman · Sep 22, 2026 · context

Production vs. office

Last 12 months · tick = office average

Production
Volume
$2.15M vs. $1.06M
Sides
7 vs. 4.7
Avg. price
$307K vs. $200K
Pace to $3.80M goal56%
Pipeline: 1 pending · 0 active

Engagement activities

6 of 13 key activities

View all activities
Needs attention
  • Follow-ups not overdueBusiness activities
    6 overdue · 4 completed in 30 days
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 61 days ago
  • Attended this month's sales meetingParticipation & relationships
    1 of 13 attended in 90 days

Recent activity

Timeline
  • Oct 27Attended training: BackAtYou Power HourZoom
  • Oct 27Missed Claremore Sales MeetingSightline check-in
  • Oct 24License verified via ORECOREC / KREC
  • Oct 22Walt Tillman emailed: Can we grab 15 minutes this week?Manager email
  • Oct 20Missed Claremore Sales MeetingSightline check-in
  • Oct 17Closed buyer side in CatoosaBrokerage Engine
  • Oct 14After-hours office entryKey fob

Milestones & dates

  • $1M in production this yearSep 30, 2026 · recognition pending
  • BirthdayNov 17
  • Work anniversaryJul 10