Feature tour
Agent performance as an operating signal, not a vanity leaderboard.
MeetIndi Agent performance starts with response time and follow-through because those are the parts tied to actual lead recovery. Coaching and broader scorecards build on that evidence as Real Estate OS matures.
01 · Agent performance
The first useful view is whether the lead moved.
Available now centers on speed-to-lead, assigned ownership, task state, and follow-through. Coming next adds coaching notes, scorecards, and manager review loops without implying that every long-term owner dashboard is live.
response time
How quickly the assigned person acted
follow-through
Task completion and callback state
coaching
Manager notes and QA-driven improvement loops
Operating signals
- Speed-to-leadFirst action and callback timing
- Task follow-throughCompleted, overdue, snoozed
- Call QA signalsNeeds review and coaching context
- source qualityWhich sources create actionable leads
02 · Manager-ready
Coaching is only useful when it is attached to the lead and call record.
This page keeps the visual model practical: response time, follow-through, coaching, and source quality are connected to the CRM Kernel instead of floating as generic team metrics.
truthful product visual
Available nowResponse time
Follow-throughTask state
Coming nextCoaching note
Source qualityAttribution context
Long-termOwner rollup
Illustrative product model, not customer data. No fake customers, no fake logos, and no unsupported production screenshots.
Illustrative product model, not customer data
- Available nowResponse time and task accountability
- Coming nextCoaching notes and team scorecards
- Long-termOwner-grade performance intelligence
Available now: owner, assignment, response time, task state, and follow-through signals.
Coming next: scorecards, coaching note workflow, and manager feedback loops.
Long-term: source-aware performance trends and owner-grade accountability snapshots.