The Email Accountability Dashboard allows Broker/Admins to view how many emails have been sent to active leads per agent for a selected date range, including attempt rates, response rates, and average reply times.
To access the Email Accountability Dashboard, expand the Reporting section in your left-hand navigation menu and select Email Accountability.
Note: Network Admin users can view Email Accountability data across all of their platforms. When first accessing the page, you'll see a combined overview for all websites — click the name of a specific platform to view its data individually.
Generating Your Report
Once you've selected your platform, configure the following criteria:
Setting | Description |
Date Range | Select a Quick Date Range or click Custom Date Range to enter a specific start and end date. |
Include Smart-Drip Emails | When selected, emails sent through Smart-Drip plans are included in the Leads Emailed count. This column will only reflect drip emails once the first Smart-Drip step has sent. |
Include Bulk Emails | When selected, bulk emails sent by the agent are included in the Leads Emailed count. |
Understanding Your Report
Each row in the report represents one agent. The columns are defined below.
Column | Description |
Agent | Agent's first and last name. |
Alerts | Number of open Messages the agent has not yet acted on or dismissed. Click the down arrow next to an agent to view their current messages. |
Active Leads | Number of registered leads with valid email addresses assigned to the agent in active categories (New, Watch, Qualify, Nurture, Hot). |
Leads Emailed | Number of active leads the agent has sent emails to during the selected date range. Includes Smart-Drip and bulk emails if those options are selected at the top of the report. |
Attempt Rate | Percentage calculated by comparing the number of active leads emailed to the total number of active leads assigned to the agent. |
Responses | Number of active leads who replied to an email from the agent during the selected date range. |
Response Rate | Percentage calculated by comparing the number of leads who replied to the number of leads emailed. |
Avg Time for Agent to Reply | For the selected date range, the average time between when the agent received a lead's email and when the agent replied. |