Skip to main contentSkip to navigation

Performance

April 26, 2026 4:21 AM·2 min read
JE

The Performance page is your KPI dashboard — at-a-glance health of the brokerage roster across conversion, velocity, productivity, and consistency.

Date filter

A date-range picker next to the page title scopes everything to the selected window — 30 days, 90 days, 1 year, a specific year, or All time (default).

Four KPI tiles

  • Active Sellers — the percentage of active agents who have at least one transaction. Coloured teal at ≥50%, yellow below.
  • Velocity — average transactions per month across the roster.
  • Avg Per Agent — average transactions per productive agent (those with at least one sale).
  • Consistency — the percentage of months that had at least one transaction. Teal at ≥80%, yellow at 50–79%, red below.

Performance Trend & companion cards

The middle row splits 8/4:

  • Performance Trend (left, larger) — a multi-color gradient area chart of monthly volume. A small badge in the top-right shows the month-over-month percentage change with an up/down arrow.
  • Best Month (right, top) — the highest-volume month, with the dollar amount and transaction count.
  • Top Performer (right, bottom) — the agent with the highest volume; click to open their profile.

Productivity Distribution

A "Member Productivity" card breaks the roster into tiers based on transaction count and shows each as a coloured horizontal bar:

  • Power Sellers — 20+ transactions (green).
  • Active — 10–19 (blue).
  • Growing — 5–9 (orange).
  • Starting — 1–4 (pink).
  • No Sales — 0 (grey).

Tiers with zero members are hidden.

Quarterly Performance

Alongside the productivity card, a "Quarterly Performance" card breaks the period into Q1–Q4 bars (rolling three-month chunks). The most recent quarter gets a "Current" badge and a teal bar; the rest are violet.

Achievements row

At the bottom, four achievement tiles:

  • Total Transactions
  • Total Volume
  • Most Active — the agent with the most transactions (units and txn count). Clickable.
  • Productive Agents — how many agents have at least one sale.

Ask me something.

Summarize this page