The Vitals Dashboard gives Broker/Admins a comprehensive view of team performance, agent rankings, and training activity — all in one place. The dashboard updates every 24 hours and all reports are based on a four-week timeframe unless otherwise noted.
To access the Vitals Dashboard, expand the Reporting section in your left-hand navigation menu and select Vitals Dashboard.
The Vitals Dashboard contains five reports:
Company Vitals — Team-wide performance and percentile ranking
Agent Leaderboard — How agents rank against each other
Agent Vitals — Individual agent performance (also accessible by agents directly)
Detail View — All metrics in one exportable report
Training Attendance — Training completion status by agent
Company Vitals
Company Vitals shows how your platform performs relative to other BoomTown platforms of similar tenure, across 15 equally weighted metrics.
Percentile Ranking
Your platform's overall percentile ranking is based on your current tenure and platform type.
The 15 metrics that influence your ranking are:
New leads contacted
New leads contacted within the critical first hour
Leads still in New category
High activity leads contacted
Leads with contact forms contacted
Leads with contact forms responded to within 24 hours
Percent of transactions claimed
Current paid budget
Leads per agent weekly
Active leads on e-Alert
Active leads on Smart-Drip
User logins
User sessions
App adoption
Training attendance and certifications
Lead Generation
Metric | Description |
Current Paid Budget | Current paid buyer and seller advertising budget managed by BoomTown. |
Leads per Agent | Average number of active leads assigned to an agent. Includes only agents who received a lead during the timeframe. |
Usage
Metric | Description |
Daily Logins | Overall number and percentage of users who logged in. |
Desktop CRM | Average number of users who logged in and created new sessions (sessions occur after one hour of inactivity). |
NOW App | Average weekly users who accessed BoomTown NOW. |
Training Completed | Users who completed a virtual training series (Fundamentals, Advanced, or New Agent), an onsite training, or a Regional Training since January 1, 2019. Does not include Agent Profile-Only users or lenders. |
Lead Engagement
Your team's overall lead engagement through calls, texts, and emails over the four-week timeframe.
Metric | Description |
Call | Leads who had a "Talked to Prospect" result logged. |
Text | Leads who were texted or replied to a text, regardless of type. |
Emails | Leads who were emailed or replied to an agent. Includes bulk and Smart-Drip emails, but not system emails. |
Overall Leads Engaged | Number of unique leads who were called, texted, and/or emailed, or replied via any of those channels. |
Transactions
Metric | Description |
Active Opportunities | Buyer transactions with a pre-contract status and seller transactions with a pre-listing or active listing status. |
Under Contract | Buyer and seller transactions with an under contract status. |
Closed | Transactions in closed status with a close date within the report timeframe. |
Unclaimed | Transactions in My Deals based on agent MLS numbers that have not been claimed or dismissed. BoomTown requires 75% of unclaimed transactions to be claimed. If there are no transactions to claim, full credit is given for this vital. |
Overall Agent Responsiveness
Metric | Description |
Response Rate | Percentage of new leads, leads who submitted forms, and high activity leads who your team contacted. |
Response Time | Average time it took your team to contact new leads and leads who submitted forms. |
Note: Drip communication counts as a response, but e-Alert and system-generated emails do not.
Leads with Contact Forms
Tracks leads who submitted any of the following forms during the timeframe: Asked a Question, Buy Form, Contact Agent, Contact Office, Contact Us, Finance Form, Make an Offer, Sell Form, Home Valuation, and Showing Request.
Note: Leads must have a valid phone number or email to be contacted. Smart-Drip emails and e-Alert or system-generated emails do not count as contact attempts for leads with forms.
Metric | Description |
Contacted | Leads who filled out a form and were responded to via call, text, or email. |
Remaining | Leads who have not been contacted since their most recent form submission. |
Response Rate | Percentage of leads with forms who have been contacted. |
Response Time | Average time between the most recent form submission and first contact. |
Responded Within 24 Hours | Percentage of leads who filled out a form and were called, texted, or emailed within 24 hours. |
Called or Texted | Leads who filled out a form and were responded to specifically by call or text. |
High Activity Leads
High activity leads are unique leads who have viewed a listing multiple times, calculated a loan, or favorited, printed, or emailed a listing. Excludes seller-only leads, leads without a valid phone or email, and leads in Pending or Closed categories.
Metric | Description |
Contacted | Leads with a logged text, email, or call attempt. Smart-Drips are included; e-Alerts and system-generated emails are not. |
Remaining | High activity leads who were not contacted. |
Response Rate | Percentage of high activity leads who were contacted. |
Marketing Automation
Metric | Description |
Leads on a Smart-Drip plan | Leads in active categories set up on a Smart-Drip plan. If you have SAP leads managed by Concierge, this also includes active leads managed by Concierge. |
Smart-Drip emails sent | Total emails generated by Smart-Drip plans. |
Leads on a plan with Autotext | Percentage of leads on a Smart-Drip plan that includes at least one auto-text step. |
Leads on an e-Alert | Leads in active categories set up on an e-Alert. |
e-Alerts created | e-Alert searches created by users. |
e-Alerts sent | e-Alert emails sent out. |
Leads returning from e-Alerts | Leads who visited the site by clicking a link in an e-Alert email. |
Leads with To-Dos
Metric | Description |
Leads with To-Dos | Leads who had a To-Do due during the four-week timeframe. |
Remaining | Leads with at least one overdue To-Do during the timeframe. |
Completed | Leads with To-Dos due but no overdue To-Dos during the timeframe. |
Tasks | Leads with a past due To-Do for: Arrival Date, Call, Custom Task, Email, Fax, Follow Up, Mail, Text, or Thank You. |
Appointments | Leads with a past due To-Do for: Showing, Meeting, Closing, or Open House. |
Agent Leaderboard
The Agent Leaderboard gives Broker/Admins insight into how agents rank against each other. Reporting is based on the timeframe selected from the dropdown at the top of the page.
Agent rankings are determined by averaging each agent's rank across six equally weighted measures:
Metric | Description |
Average Response Rate | Percentage of assigned leads, leads who submitted forms, and high activity leads who were contacted. |
Leads on Smart-Drips | Percentage of leads in active categories (New, Qualify, Nurture, Watch) with valid email addresses set up on a Smart-Drip plan. |
Lead Engagement Rate | Number and percentage of unique leads who replied to a text, call, or email. |
Average Response Time | Average time it took to contact assigned leads and leads who submitted forms. |
Leads on e-Alerts | Percentage of leads in active categories (New, Qualify, Nurture, Watch) with valid email addresses set up on an e-Alert. |
Transactions Closed | Transactions in closed status with a close date within the report timeframe. |
Agent Vitals
The Agent Vitals report gives each agent a personal view of their own performance metrics and opportunities for improvement. Agents can access their own Vitals report directly. For full details, see the Agent Vitals Dashboard article.
Detail View
The Detail View consolidates all tracked metrics into a single report, broken down by agent. To export the data, click the Export button on the right side of the screen to download the report as an Excel or .csv file.
The Detail View covers the following metric categories:
Performance New Leads, Leads with Contact Forms, High Activity Leads, Marketing Automation, To-Dos, and Transactions.
Lead Engagement Overall Lead Engagement, Call Engagement, Text Engagement, and Email Engagement — each showing leads contacted, leads engaged, and rate.
Communication Calls (Talked to Prospect, Left Message, No Message, Opted Out, Wrong Number, Unknown), Texts (1-1 Texts, Bulk Texts, Got Reply), and Emails (1-1 Emails, Bulk Emails, Got Reply).
Response Rate & Time Response Time (Average Speed to Lead, Speed to New Leads, Speed to Leads with Contact Forms) and Response Rate (Average Response Rate, Response Rate to New Leads, Response Rate to Leads with Contact Forms).
New Leads Response, Lead Assignment, Leads Contacted (including % contacted within the first hour), Leads Assigned 8AM–8PM, and Still in New.
Leads with Contact Forms Response rate, Hand-Raisers, and Leads Contacted (Got Reply, Call or Text in Response, Not Contacted).
High Activity Leads High Activity Leads count, High Activity Actions (Emailed Listing, Favorited Listings, Calculated a Loan, Printed Listing, Viewed Listing Again), Contacted, No Contact, and Response Rate.
Marketing Automation Smart-Drips (Leads in Qualify, Nurture, or Watch — Leads with Valid Email, Leads on Smart-Drip, % on Smart-Drip, No Smart-Drips, Drip Emails Sent, Leads on Drip with Autotext) and e-Alerts (Leads in Qualify, Nurture, Watch, or Hot — Leads with Valid Email, Leads on e-Alert, % on e-Alert, No Active e-Alerts, e-Alerts Created, e-Alerts Sent, Leads Visiting from e-Alerts).
Leads with To-Dos All Leads with To-Dos (Tasks and Appointments — Due, Completed, %, Past Due, Bulk Completed), Leads with Tasks (Non-appointment types — Due, Completed, Past Due), and Leads with Appointments (Meetings, Showings, Open Houses, Closings — Due, Completed, %, Post Due, and each appointment type completed).
Transactions Active Listings (Active, Volume), Under Contract (Under Contract, Volume), and Closed (Closed, Volume).
Usage Training (Date Completed), Days Since Last Activity (CRM, NOW App), and Daily Logins (Days Logged In, Total Number of Days, % Days Logged In).
Training Attendance
The Training Attendance report makes it easy to see which agents have completed training.
To view training completions for a specific agent, click their name in the Active Users table — their completed training courses will appear in the Training Courses column on the right. To view training completions across your entire team, leave no agent selected and the column will show all courses completed by all users.