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Performance Metrics in Agent Portal

These metrics show how consistently you’re engaging with Clever referrals and moving them forward.

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 deals updated within the last 10 days. Weekly updates on all active deals are 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 deals 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.

N/A vs. 0%

  • N/A (Not Applicable): You did not receive any qualifying referrals during the measured time frame, so there’s nothing to calculate.

  • 0%: You did receive qualifying referrals, but none resulted in a scheduled appointment, meeting, or signed agreements during the time frame.