The Category Audit report provides Broker/Admins with a summary of Buyer and Buyer/Seller leads broken down by category, along with best practices for working leads in each one. The report updates every 24 hours — the date of the last update displays at the bottom of the page.

To access the Category Audit report, expand the Reporting section in your left-hand navigation menu and select Category Audit.

Note: Because the report updates every 24 hours, actions taken on a lead — such as changing their category or sending a text — will not reflect immediately. If you notice a discrepancy between the Category Audit and Lead Central, it's likely due to a recent action that hasn't been captured in the next update yet.

At the top of the page, Broker/Admin users can select a specific Buyer Agent to view their individual data. If no agent is selected, the report defaults to showing data for the entire team.

To exclude a specific agent from the team totals, click the filter icon above the dropdown and select their name. Excluded agents display with a strikethrough and their data is removed from the report while all other team members remain included.

Within each category, click any data point to open a filtered list of the corresponding leads in Lead Central.

Note: All data points in the Category Audit reflect all communication and actions taken on a lead — not just those by the assigned Buyer Agent.

Important: Lead Central opens in a new tab each time you select a data point. Make sure pop-ups are enabled for leads.boomtownroi.com in your browser. If your first attempt is blocked, look for the pop-up notification in your browser's URL bar and enable it from there.

Each category section displays the number of leads currently in that category, along with relevant data points and best practices for working those leads. Click any data point to view the corresponding leads in Lead Central.

New Leads Displays leads in the New category. Hover over the description area to see the average number of days leads have been in the New category. All four data points are clickable.

Qualify Leads Displays leads in the Qualify category. The six left and center data points are clickable. For the Call Attempts area, click the description section of the Qualify Leads section and then filter the Calls column in Lead Central to view and sort by number of attempts.

Hot Leads Displays leads in the Hot category. All three data points are clickable.

Nurture Leads Displays leads in the Nurture category. All four data points are clickable.

Watch Leads Displays leads in the Watch category. All three data points are clickable.

All Active Leads Displays leads across all active categories (New, Qualify, Hot, Nurture, Watch) who have visited the site in the last 30 days.

The two left-hand data points are clickable. For the Call Attempts area, click the description section and filter the Calls column in Lead Central to view and sort by number of attempts.

Archive Leads Displays leads in the Archive category. The data point is clickable.

Trash Leads Displays leads in the Trash category. The data point is clickable.