What Does Your SOLD.com Agent Dashboard Show You?

Your SOLD.com Agent Dashboard provides an overview of your performance and lead activity. This guide breaks down each section of the dashboard so you can understand what you’re seeing and use it to maximize your success.

Dashboard Breakdown

1. Leads and Referrals

• Leads: The total number of leads sent to you, including both appointment leads (set by the Concierge team) and active (raw) leads.
• Referred Customers: The percentage of leads actively referred to you for follow-up.
• Active Referrals: Leads that have been referred to you but are not yet converted into appointments or agreements.

2. Appointments

• Appointments: Total number of appointments set by the SOLD.com Concierge team.
• Appointments Claimed: The percentage of appointments you’ve successfully claimed, indicating your responsiveness.
• Active Appointment Referrals: Leads in the process of scheduling or awaiting final confirmation of an appointment.

3. Agreements

• Agreements: The number of agreements you’ve made with leads referred by SOLD.com.
• Agreements Won: Agreements successfully closed into transactions, reflecting your conversion rate.

4. Closing Summary

• Wins: Deals successfully closed, including:
  • Closed Volume: Total value of properties sold.
  • Closed Commission: Estimated earnings based on average industry commission rates.
• Losses: Missed opportunities, including:
  • Lost Volume: Total value of missed sales opportunities.
  • Lost Commission: Estimated potential earnings from missed deals.

5. Loss Metrics

• Lost Referrals: Referrals you were unable to convert into opportunities or appointments.
• Unclaimed Appointments: Appointments set by the Concierge that were not claimed within the response window.
• Lost Unclaimed Appointments: Missed opportunities resulting from unclaimed appointments.

Benefits of Your Dashboard

• Transparency: Get a clear picture of your overall performance, including success rates and areas to improve.
• Lead Management: Track active referrals, appointments, and agreements to prioritize follow-ups.
• Growth Potential: Metrics like "Lost Commission" and "Lost Volume" highlight the impact of missed opportunities, encouraging strategic adjustments.

Best Practices for Using Your Dashboard

• Respond Quickly: Appointments are distributed based on rank and response time. Be ready to claim leads promptly when notified.
• Monitor Your Progress: Regularly check your dashboard to track leads, agreements, and closing performance.
• Optimize Your Profile: Update your service areas and MLS ID to improve your ranking and lead eligibility.
• Use Additional Resources: Leverage the Agent Marketplace and Events Tab for tools, discounts, and educational opportunities to enhance your success.

Need Help?

If you have questions about your dashboard or need additional support:

• Email: [email protected]
• Speak with Support: Use the live chat feature in your Agent Portal.

By understanding and using your dashboard effectively, you can better manage your leads, improve performance, and grow your success with SOLD.com