Measure Agent & Office Performance With ‘Insights’ - The New Broker Dashboard Section

Managing a brokerage means knowing, at any given moment, who's delivering a great client experience and who may be falling behind or need some additional training.

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The new Insights section of the RealSatisfied Broker Dashboard does that job for you. It pulls every measure of agent performance (reviews, testimonials, ratings, social activity) into one view, so you can see who's excelling, who's falling behind, and where fifteen minutes of your attention will actually move the needle.

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Testimonial Cloud and Rating Trends: A Quick Check Before You Dig In

When viewing the new Insights section, the Testimonial Cloud and Rating Trends sit front and center, so you can immediately see a summary of what clients are saying about your agents and who's trending up or down.

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The Testimonial Cloud automatically pulls the most common keywords from your testimonials and will update as you switch offices or filters. You can set a default color for the Testimonial Cloud under the Settings section so it matches your brand. You can also view the Testimonial Cloud for particular agents, categories, and date ranges; limit the view by word count; or download as a PDF, image, or CSV in a couple of clicks.

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The Rating Trends charts show which agents are climbing and which are sliding over time. That's the real value — catching a slow month before it turns into a slow quarter. Agent performance dips are a lot easier to coach through when you catch them early instead of after the fact.

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The Agents Tab: Know Where to Spend Your Attention

Nobody wants to scroll a full roster looking for problems, agent by agent. On the Agents tab, two groups do that work for you. The Trending area surfaces who's setting the pace, with a link straight into the Leaderboard for a detailed view. The Needs Attention area flags who might be slipping and tells you why.

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Agents can land in the Needs Attention area for four reasons: few reviews, low completion rate, low rating, or no recent activity — so a coaching conversation starts with an actual problem, not a hunch. With on click, you can send all agents who are falling behind a coaching email with tips to improve their numbers. No need to draft the email - we’ve done it for you.

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The Social Tab: See Your Brokerage's Online Reach

The Social tab shows how many of your agents have connected their social media accounts to their RealSatisfied dashboard and who's actually using it. Easily view overall activity, your top posting agents and offices, and adoption by platform. No need to guess how many of your agents have connected their social media accounts - you’ll see real-time stats and can act on anything that needs attention.

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The Leaderboard: Where Agent Performance Gets Ranked

This is the part of the Insights section built to answer one question: who's performing best, and by what measure?

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The Leaderboard ranks your entire agent roster side by side using any of these eight categories: number of reviews, review completion rate, number of testimonials, testimonial return rate, overall rating, satisfaction rating, performance rating, and recommendation rating. Pick one, and the board instantly re-sorts, top to bottom, so you can see at a glance who's leading and who's trailing on that specific measure — whether that's your five-star closers or the agents whose ratings are below your expectations.

Let’s take a look at each of the eight categories so you know what they measure and how your agents are ranked.

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Reviews and testimonials are volume counts: how many completed reviews and how many included a written testimonial. Review completion rate and testimonial return rate measure follow-through — the first is how many review requests actually got completed, and the second is how often a finished review results in a testimonial an agent can actually use for marketing. Overall, satisfaction, performance, and recommendation ratings show how clients rate each agent on how the transaction felt, how they performed technically, or how likely they are to send a referral.

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You can also further narrow the Leaderboard rankings by date range (last month, last quarter, or a custom window) to see a recent trend instead of a career-long average, or search for a specific agent instead of scrolling the full list. Once you've got the view you need, export it as a PDF or CSV for a leadership meeting or your own reporting.

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Everything here carries over to the Offices tab. If you oversee multiple office locations, you get the same rankings, filters, and exports at the office level — a fast way to see which offices are setting the pace and which need more support.

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The Upgraded Testimonials Section

In addition to the new Insights section, we also added a new Social Activity tab in the Testimonials section. This is where you go to see all the testimonials your agents and offices are publishing to social media. If you click on a particular post, you can see the agent name, client name, category, property address, and date it was published. Click the social icon on any of them, and it takes you straight to the live post, so you can comment and publicly congratulate your agents.

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Walkthrough Video

Prefer to see it in action rather than read about it? This walkthrough covers the Testimonial Cloud, Rating Trends, the Agents and Social tabs, and the Leaderboard from start to finish.

For the full picture of everything that's changed across the redesigned Broker Dashboard — Reviews, Publishing, Testimonials, and now Insights — check out Introducing the New RealSatisfied Broker Dashboard.

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Get Started

If you're already using RealSatisfied, log in to your Broker Dashboard and open Insights to see where your roster stands today. If you're not yet using RealSatisfied, now you see what top performing brokerages are doing to manage agent performance and amplify their online reputation. Contact our sales team to get started today.