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Scorecards

Scorecards give team leaders a month-by-month view of every agent’s lead generation activity. It is one of the most powerful tools for weekly accountability conversations.

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What the Scorecard Shows

Each agent has a scorecard grid with months across the top and activity metrics down the left side. Every cell shows that agent’s actual number for that metric in that month.

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Metrics Tracked on Scorecards

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Goal/Mo Column

The Goal/Mo column shows each agent’s monthly target for that metric. This makes it easy to see at a glance whether an agent’s month was above or below expectation.

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Color Coding

  • Green — Met or exceeded the monthly goal
  • Yellow — Close to goal but slightly under
  • Red — Significantly below goal
  • Current month — Highlighted to make the live month easy to spot

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YTD Total Column

The rightmost column shows each metric’s year-to-date total.

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Using Scorecards for Coaching

Look for patterns, not just single months. If an agent has three red months in a row on Contacts, that is a prospecting habit conversation. If Listing Appts Held is red while Listing Appts Set is green, focus on the quality of appointments and pre-qualification.