Understanding the Agent Accountability Report (Lofty AOS)

Introduction

The Agent Accountability report measures how consistently your team works its leads — how fast agents respond, how many contacts they make, and how those efforts convert. It's built for team leads and admins who need to see activity and follow-through side by side.

Opening Agent Accountability

1. In the left menu, go to Reporting → Agent Accountability.

The report opens with a list of saved views on the left — including Agent Activity Overview, Uncontacted Leads, Follow-up Speed & Effort, Lead Response Performance, and Team Guided Setup — plus any custom views your team has saved.

Setting the Time Range and Scope

Use the toolbar above the metrics:

• Pick a preset range — Today, Yesterday, 7D, 30D, 3M, 6M, 12M, or XTD — or Custom for your own dates.
• Switch the scope between your Office and other groupings, and choose what the report counts with the Leads selector.
• The filter icon opens more filters; Last Updated shows the data's freshness, and the refresh icon reloads it.

Reading the Summary Metrics

The metric cards summarize the selected range: Initially Leads Assigned, Total Leads Previously Worked, Current Leads Assigned, Contacts Made (Manual Only), Calls Made, Texts Sent (Manual Only), Emails Sent (Manual Only), Appts Set, Appts Completed, and Avg. Response Time.

Comparing Trends and Agents

• Business Growth Trend charts any metric over time. Use Break down … by to change the granularity and Compare … With to overlay a second date range; Reset clears the comparison.
• The Agent table / Office table toggle lists every agent (or office) across the full column set — from leads assigned and contacts made through call/text/email response rates, speed-to-first-touch, and no-show rate.

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.