BI Dashboard At‑Risk Section

Quick Navigation & Action Guide

• From BI tool dashboard, go to Buyer / Seller pipeline
• Click set thresholds or go to settings at the top to enter the number of days for your thresholds.

• Control the minimum and maximum days a deal can sit before it’s flagged
  

Note: Max threshold is optional

Once the list exceeds the maximum threshold, older deals are automatically removed to maintain a clean interface

• Click on the At-Risk number to view which deals are currently flagged.

For Appointment Set and Met, you’ll see the following details:

• • Days Overdue
  • Appointment Type
  • Deal Name
  • Outcome
  • Lead Source
  • Date the Lead was created
  • Lead Name (clickable) opens the deal in FollowUpBoss
  • Agent / Owner

For Signed Agreements and Pending (Buyer and Seller side), and Active Listings(Seller side), you’ll see the following details:

• • Days Overdue
  • Pipeline & Stage
  • Deal Name
  • Sales Price
  • GCI
  • Date the Lead was created
  • Lead Name (clickable) opens the deal in FollowUpBoss
  • Agent / Owner

Note: Days overdue are calculated as the number of days past the defined threshold (e.g., if the threshold is 14 days, a deal flagged at-risk has been sitting for 14 days plus the additional overdue days).

• From there, click on the Lead Name and it will take you to the Lead’s profile on your Follow Up Boss for more details

• Click Filter to check Unknown Lead or Unknown Team Member from deals

• Click export button to download current page or all pages of your report in CSV format