Sample account. No real customer data.
See Pulse in action
This is Cedar & Vine Realty Group, a fictional team we made up so you can walk the product without connecting anything. Every number below is invented. Nothing here is a customer result.
- Agents
- 17
- Contacts
- 29,399
- Lead sources
- 55
- Window
- Last 30 days, ending Friday
Sample Pulse findings
This is the top of the report for this sample account on a Monday. Illustrative only, not a performance guarantee.
3
replies awaiting follow up
12
contacts newly going cold
7
appointments missing an outcome
2
agents below the response target
A five step walkthrough
Each step shows what happened, why it matters, the records behind it, the recommended action, and what Pulse measures afterwards.
What needs attention today
What happened
Three contacts replied and no agent has responded yet. The oldest reply landed 4 days ago. Seven appointments from last week still have no outcome recorded.
Why it matters
A reply is the highest intent signal in the account. Once it sits past 24 hours the conversation usually has to be restarted from scratch, and appointments without an outcome cannot be counted in any conversion number.
The records behind it
29,399 contacts scanned. 3 matched the unanswered reply rule (inbound message newer than the last outbound message, older than 24 hours, contact not archived). 7 appointments matched the missing outcome rule.
Recommended next action
Send the 3 unanswered replies to the assigned agents this morning, and ask the 4 agents holding last week's appointments to record the outcome before Friday.
What Pulse measures afterwards
Pulse tracks how many of these 3 replies get a response inside 24 hours, and how many of the 7 appointments have an outcome by the end of the week.
Today's queue
Three unanswered replies, listed oldest first, with the agent who owns each one.
See the 3 unanswered replies
| Contact | Agent | Waiting | Channel | Source |
|---|---|---|---|---|
| M. Halvorsen | Jordan Ellis | 4 days | Text | Zillow Flex |
| R. Okafor | Jordan Ellis | 2 days | Website form | |
| L. Bergstrom | Aaron Vega | 1 day | Text | Open house sign in |
Appointment outcomes
Of 314 appointments in the window, 121 met and are moving forward, 96 met but are not ready, 51 were no shows, 39 were cancelled and 7 have no outcome recorded at all.
- Met, moving forward121 · 38.5%
- Met, not ready96 · 30.6%
- No show51 · 16.2%
- Cancelled39 · 12.4%
- No outcome recorded7 · 2.2%
Appointments with no outcome cannot be counted in any conversion number.
Step 1 of 5
The evidence behind the report
The scheduled Pulse report is the simple daily surface. The dashboard is where the trends, definitions and drill downs live. Every table below sits underneath the chart it explains.
Conversion funnel
2,540 new contacts moved down to 41 closings. The largest drop off is into Appointment set, where 1,430 contacts are lost.
- New contacts2,540 · start
- Contacted1,842 · 72.5% of previous stage
- Appointment set412 · 22.4% of previous stage
Largest drop off
- Appointment met268 · 65.0% of previous stage
- Under contract74 · 27.6% of previous stage
- Closed41 · 55.4% of previous stage
Sample account. Conversion is measured on contacts, not conversations.
See the stage by stage table
| Stage | Contacts | Rate from previous |
|---|---|---|
| New contacts | 2,540 | start |
| Contacted | 1,842 | 72.5% |
| Appointment set | 412 | 22.4% |
| Appointment met | 268 | 65.0% |
| Under contract | 74 | 27.6% |
| Closed | 41 | 55.4% |
First response time
Median first response fell from 74 minutes in week 1 to 27 minutes in week 6, moving under the 30 minute target. The previous period held between 77 and 88 minutes.
Lower is better. Target line is the threshold set during setup.
See the weekly numbers
| Week | This period | Previous period | Target |
|---|---|---|---|
| Wk 1 | 74 min | 88 min | 30 min |
| Wk 2 | 61 min | 84 min | 30 min |
| Wk 3 | 52 min | 79 min | 30 min |
| Wk 4 | 38 min | 81 min | 30 min |
| Wk 5 | 34 min | 77 min | 30 min |
| Wk 6 | 27 min | 80 min | 30 min |
Follow up compliance
Across 17 agents, 61 percent of assigned contacts are on compliant follow up, 22 percent are at risk, 11 percent are neglected and 6 percent are not measurable because the contact has no valid phone or email.
- Compliant61%
- At risk22%
- Neglected11%
- Not measurable6%
Not measurable is shown honestly rather than counted as a pass.
Appointment outcomes
Of 314 appointments in the window, 121 met and are moving forward, 96 met but are not ready, 51 were no shows, 39 were cancelled and 7 have no outcome recorded at all.
- Met, moving forward121 · 38.5%
- Met, not ready96 · 30.6%
- No show51 · 16.2%
- Cancelled39 · 12.4%
- No outcome recorded7 · 2.2%
Appointments with no outcome cannot be counted in any conversion number.
Lead sources: volume against conversion
Zillow Flex sends the most contacts at 612 and converts at 2.1 percent. Past client sends 121 and converts at 14.1 percent. High volume with low conversion is where follow up is being spent without return.
- Zillow Flex612 contacts · 2.1% converted
- Realtor.com402 contacts · 1.6% converted
- Open house sign in388 contacts · 6.4% converted
- Website form297 contacts · 4.8% converted
- Referral214 contacts · 11.2% converted
- Past client121 contacts · 14.1% converted
- Unknown118 contacts · 0.8% converted
Sample account. Spend is not held in Follow Up Boss, so cost per appointment is only available for sources you enter spend for.
Agent coaching matrix
Each agent is plotted by median first response (left is faster) and follow up compliance (higher is better). Jordan Ellis at 58 minutes and 62 percent, and Marcus Boone at 44 minutes and 71 percent, sit in the coaching corner. Theo Marsh has 7 assigned leads and is marked not measurable.
See the agent table behind this chart
| Agent | Median first response | Compliance | Assigned leads | Scored |
|---|---|---|---|---|
| Jordan Ellis | 58 min | 62% | 74 | Yes |
| Priya Raman | 12 min | 91% | 66 | Yes |
| Marcus Boone | 44 min | 71% | 58 | Yes |
| Dana Whitfield | 19 min | 84% | 61 | Yes |
| Kelsey Nolan | 26 min | 78% | 49 | Yes |
| Aaron Vega | 34 min | 66% | 52 | Yes |
| Simone Clark | 16 min | 88% | 44 | Yes |
| Theo Marsh | 22 min | 80% | 7 | Not measurable |
Agents with fewer than 10 assigned leads are shown hollow and are not scored.
Baseline against current
Every measure Pulse recorded at the audit is compared with where the account sits now. Unanswered replies fell from 14 to 3 and configuration problems from 9 to 3.
- Replies unanswered over 24h14 at baseline → 3 now
- Contacts going cold weekly31 at baseline → 12 now
- Appointments missing outcome26 at baseline → 7 now
- Agents over response target6 at baseline → 2 now
- Configuration problems open9 at baseline → 3 now
This is the shape of the trial impact report you receive before conversion.
How your data moves
Follow Up Boss is copied securely, the copy is analysed against the thresholds you approved, and the result reaches you and your agents as a scheduled report. Analysis never runs against your live CRM.
- Step 1
Follow Up Boss
Your account, the system of record.
- Step 2
Synchronisation
A secure copy, refreshed through the day.
- Step 3
Analysis
Rules you approved run against the copy.
- Step 4
Owner and agent notice
Your scheduled Pulse report and any agent nudges.
Want this reading your own account?
Your version starts with a business audit of your real Follow Up Boss, reviewed before your 30 minute setup call. Your 14 day trial begins once your configuration is approved.
Sample account. No real customer data.