Performance Metrics in Agent Portal
These metrics show how consistently you’re engaging with Clever referrals and moving them forward. They’re designed to be transparent, fair, and actionable, so you always know where you stand and how to improve.
How Timing & Date Ranges Work
Metrics are updated once daily and calculated using a rolling 30-day window, once referrals have had time to play out.
For example:
• Your 14-Day Schedule Rate does not include referrals sent in the last 14 days
• Instead, it measures referrals sent 14–44 days ago
This “play-out” period ensures you’re evaluated only on referrals that have had enough time for meaningful progress.
Averages & Benchmarks
• Average = the average performance of all agents in the network
• Top 10% = the average performance of the top 10% of all agents
These benchmarks help you understand how your performance compares across the network.
Metric Calculations & Best Practices
Portal Updates
- % of active deal updated within the last 10 days. Weekly updates on all active deals is required to remain eligible for leads.
- Best practice: Update every active deal weekly, even if there’s no major change.
14-day schedule rate
- % of ALL leads you have scheduled a meeting with within 14 days of being matched.
- Best Practice: Connect with leads immediately and schedule an in-person meeting on that first call.
28-day buyer met rate
- % of buyers you met in-person within 28 days of being matched.
- Best Practice: Schedule your in-person meeting within a few days of speaking on the phone or securing an agency agreement.
28-day seller sign rate
- % of sellers that signed a listing agreement with you within 28 days of being matched.
- Best Practice: Come prepared to your in-person meeting and show your expertise in their local market. Try to get an agreement signed during that first meeting.
28-day offers sign rate
- % of offers customers that signed a listing agreement with you within 28 days of being matched.
- Best Practice: Come prepared to your in-person meeting and show your expertise by presenting all Clever Offers programs and which options are right for the customer. Try to get an agreement signed during that first meeting.