Dashboard & Reporting

Agent Performance

See who is actually working the system.

Workspace admins get a User Activity dashboard on the Users page. It ranks your busiest members by actions logged, counts the people who used the CRM today and this week, and breaks the work down by action, category and device.

UsersDashboardUser ActivityMost active usersAyesha Kaderlast active 2h agoWynand Loubserlast active 5h agoChantelle Prinsloolast active 1d agoAdmins onlyOnly workspace admins see this view
How it works

Four steps, not forty.

UsersDashboardOnly workspace admins see the extra dashboard and grid views.User ActivityPeople today · People this week · Total users · New signupsMost active usersAyesha Kaderlast active 2h agoWynand Loubserlast active 5h agoUsersGridAyesha Kader2h agoAyesha KaderOverview · Details · KYC · Settings · Documents · ActivityOverview
  1. 1

    Open Users

    Users sits in the lower sidebar group on a desktop screen, and under More on a phone. Either way it routes to /users. Only workspace admins see the extra dashboard and grid views.

  2. 2

    Switch to the dashboard

    User Activity loads with People today, People this week, Total users, New signups, Actions today and the action count for the range.

  3. 3

    Read the leaderboard

    Most active users ranks members by actions with their last active time. The Action log lists what was done, by whom and when, and one box filters it by user, action or data.

  4. 4

    Open an agent

    Switch to the Grid view and click a card. The user drawer opens on Overview, with Details, KYC, Settings, Documents and Activity beside it.

Why it matters

Built for the way South African agents actually work.

User ActivityMost active usersAyesha Kaderlast active 2h agoWynand Loubserlast active 5h agoChantelle Prinsloolast active 1d ago

Who is actually working

Most active users ranks the ten busiest members by actions logged over the range, with the time each one was last active and the device they were last on.

User Activity W Daily active usersActions per dayW · M · 6M · Y

Activity trends

Daily active users and Actions per day run side by side, each with W, M, 6M and Y range pills, and moving the range reloads the whole dashboard, not just the chart.

User ActivityPlatform splitWebiOSAndroidTop actions · Activity by category · Website hits

Where the work happens

Top actions, Activity by category, Platform split and Website hits show what people do, on which device, and which agency site is drawing traffic.

Questions

About Agent Performance.

Can agents see each other's numbers?

Only workspace admins. Both Users views read the same activity endpoint, and it denies anyone who is not an admin of that workspace. An admin sees their own workspace's members, never another agency's.

How current is the data?

The view shows how long ago it was last updated and carries a refresh button. It opens on the last 7 days, and the W, M, 6M and Y pills on either chart change that window.

Does it include external lead-source attribution?

Not as a report. A lead's source shows as a mark on the Leads list, Property24, Private Property and WhatsApp each with their own and a globe for a website lead, but nothing rolls that up into a source-to-deal breakdown per agent.

Ready to try Agent Performance?

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