Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
The Agent Activity report ranks your team by a single activity metric so you can see who's putting in the work. It's a leaderboard view — useful for friendly competition and for spotting agents who've gone quiet.
Opening Agent Activity
- In the left menu, go to Reporting → Agent Activity.
The report opens on the Activity Leaderboard view, with My Activity and Activity Goal views listed on the left.
Choosing What to Rank
Use the toolbar to shape the leaderboard:
- Pick a time range: This week, This month, This quarter, This year, Last year, or Custom.
- Set the scope with the Office selector.
- Choose the metric to rank by — for example, Calls Made.
Reading the Leaderboard
- The top of the report highlights the top 3 agents, each with their Rank, Count, and % of Total.
- Below, a full table lists every agent by Agent, Count, and % of Total, with a pager at the bottom.
Tip: Switch the metric selector to compare rankings by calls, texts, emails, or appointments — the leaderboard re-ranks instantly.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
Comments
0 comments
Please sign in to leave a comment.