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How to Use Agent Leaderboard to Drive More Conversions

Quickly spot top performers, coach your team, and create a culture of consistent outreach that closes more deals.

Quick Summary

The Agent Leaderboard in Sierra’s Reporting helps you track calls, texts, emails, and new leads by agent, giving you real data to recognize high performers and support those who need help. Use this dashboard to run motivating team meetings, set weekly challenges, and tie activity directly to more closings.

Why This Matters

Without visibility, it is hard to know which agents are consistently working their pipeline. The Agent Leaderboard solves this by showing you exactly who is making the calls, sending the texts, and following up with new leads.

For example, a busy team leader can pull up this dashboard before a weekly huddle to highlight top callers. A broker owner might review monthly trends to see who is driving the most appointments.

This tool makes it easier to:

  • Build a culture of accountability

  • Coach with facts instead of feelings

  • Keep outreach steady so deals keep closing

Step-by-Step Instructions (How-To)

1. Access the Agent Leaderboard

  • Go to Sierra Reporting in your admin dashboard.

  • Click on Agent Leaderboard.
    You will see two main reports, Agent Leaderboard and Lead Insights.

2. Use Filters to Focus Your View

Quick Filters

  • At the top, filter by Agent (left) or Lead Source (right).
    Example: See how agents are performing on paid leads compared to website leads.

Detailed Filters (Page Filters)

  • Click the controls icon in the top right corner to adjust your date range or add more filters like lead status or tags.

  • Example: Filter to show only new leads assigned this month.

3. Review Key Metrics

Metric Cards at the Top

  • New Leads: Newly assigned leads in the selected time range.

  • Calls: Manual calls made.

  • Texts: Manual text messages sent.

  • Emails: Manual emails sent.

Only manual activity is counted. Automated follow-ups, such as those from action plans or drip emails, are excluded.

Charts

  • Top Callers and Top Texters: Bar charts that show the five agents with the most calls or texts.

Activity by Agent Table

This table displays each agent’s total activity during the filtered time period, including:

  • All leads assigned

  • Emails sent

  • Inbound and outbound calls

  • Inbound and outbound texts

  • Average call duration

  • Buyer, listing, and other appointments

Best Practices

Make It Part of Your Rhythm

Timeframe

How to Use

Weekly

Use in team meetings to spotlight the top three callers and texters and set outreach challenges for the next week.

Monthly

Review trends. See who is improving or slowing down. Use this for targeted one-on-one coaching.

Quarterly

Connect activity levels to closings. Show your team that steady outreach leads to more deals and income.

Recognition Ideas That Work

  • Public Praise: Celebrate leaderboard wins in meetings or your team chat.

  • Spot Bonuses: Offer small rewards like gift cards to weekly leaders.

  • Agent of the Week Perks: Consider reserved parking, preferred lead routing, or lunch with leadership.

  • Milestone Badges: Recognize streaks, such as setting five or more appointments each week for a month.

A leaderboard that is visible and discussed regularly is the one that drives results.

How This Helps Your Business

The Agent Leaderboard is not just a reporting tool. It is a way to shape your team's culture and directly influence your bottom line. By keeping a close eye on manual outreach, you can:

  • Ensure agents are consistently following up with leads

  • Encourage healthy competition and celebrate small wins

  • Build a system that connects daily activity to signed contracts

  • Reduce wasted opportunities and help your team close more deals faster

This means your Sierra CRM becomes more than a database. It becomes the hub where accountability, recognition, and growth all come together.

Next Steps

Run your first Agent Leaderboard report this week. Use it to start a discussion with your team about how steady outreach today leads to closed deals tomorrow.

Troubleshooting Common Issues

Issue

What to Check

“Some calls or texts are missing.”

The leaderboard only tracks manual activity. Automated outreach like drips and action plans does not show up here.

“I only want new leads.”

Use the filters to narrow by time period and lead assignment date.

“Data seems out of date.”

Check your filters and “Data last updated” at the top of the report.. If needed, ask your Sierra Success Manager about your site’s data refresh schedule.

FAQs

Q: Why aren’t all calls or texts showing?
A: The leaderboard is designed to track manual outreach only. Automated activities are not included.

Q: Who can access this dashboard?
A: Typically, it is available to Primary Managers, Managers, and site admins. Check your settings or ask your admin to confirm.

Q: Can I export this data?
A: In many Sierra setups, yes. Look for the export option on the page or contact Sierra Support for help.