Sightline

Dana Kessler

Forever at risk

Associate Broker · South Tulsa · CB Select · 11.4 yrs

Email
dana.kessler@demo-cbselect.example
Phone
(913) 555-0190
License
#116859
Expires
Jan 11, 2029Verified · OREC
Birthday
May 5
Anniversary
Jun 4 · since 2015
Connected systems
▲ 11%
2026
21
2025
19
2024
13
Recommended actions1 openTop: Dana Kessler: personal call overdue · Managing broker calls DanaView all actions

Engagement

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

0355575100
40
of 100
Forever at risk
vs. 90 days ago
−1 pts
Office percentile
35th
Tech stackLow
0355575100
±0 pts vs. 90 days ago
26/100
Culture & in-personLow
0355575100
−2 pts vs. 90 days ago
18/100
ProductionStrong
0355575100
±0 pts vs. 90 days ago
82/100
12-month trend36 → 40
Strongest areas
  • ≥250 CRM contacts
Needs attention
  • BackAtYou login in last 7 days
  • Follow-ups not overdue
  • Used Ask CB this month

Risk

Likelihood to move
High
Forever at risk
6 system signals
Low
Moderate
Elevated
High

Top-20% producer ($10.6M in 12 months, 91th percentile) whose tech + culture average is 22. High production with low engagement is never safe — this agent needs a personal touch, not an automated nudge.

System-derived
  • No BackAtYou login in 612 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.
  • No manager contact in 64 days
    Neither an email nor a call is on record.
  • 9 overdue follow-ups
    186 leads sit unworked in the CRM.
  • Registered but skipped 6 trainings
    Interest without follow-through.
  • Forever at risk: personal touch needed
    Top producer with low tool and culture engagement. A relationship call outweighs any automation.
Manager context

  • “Dana loves the brokerage and is very loyal. She does not use any tools. Call her personally. Do not email or text.”

    Dwight Sandoval · Sep 17, 2026 · context

  • “Mentioned a recruiter reached out last spring. She said no, but check in at least quarterly.”

    Dwight Sandoval · Jul 24, 2026 · concern

Production vs. office

Last 12 months · tick = office average

Production
Volume
$10.6M vs. $4.65M
Sides
23 vs. 15.6
Avg. price
$463K vs. $282K
Pace to $11.0M goal97%
Pipeline: 1 pending · 6 active

Engagement activities

1 of 13 key activities

View all activities
Needs attention
  • License current / CE on trackCompliance
    9 of 21 CE hours · expires Jan 11, 2029
  • Follow-ups not overdueBusiness activities
    9 overdue · 0 completed in 30 days
  • 1:1 with manager this quarterParticipation & relationships
    Last 1:1 92 days ago

Recent activity

Timeline
  • Oct 27Missed South Tulsa Sales MeetingSightline check-in
  • Oct 25Under contract in TulsaBrokerage Engine
  • Oct 24License verified via ORECOREC / KREC
  • Oct 22New listing in TulsaBrokerage Engine
  • Oct 20Missed South Tulsa Sales MeetingSightline check-in
  • Oct 18New listing in TulsaBrokerage Engine
  • Oct 13Registered but did not attend: BackAtYou Power HourZoom

Milestones & dates

  • Closed a $1.38M listing, 2.5x the office averageSep 14, 2026 · recognition sent
  • BirthdayMay 5
  • Work anniversaryJun 4