Proficiency Metrics/Office Search

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Proficiency Metrics/Office Search

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Office Search

 

Best for:  Finding the agents who are currently associated with a specific office; analyzing the agents in your own office; finding the agents who have joined or left an office.

 

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The default search criteria (see above) will return all agents who are currently associated with the selected office(s) whether or not they have any production in the last twelve full calendar months.

If you want only agents who have production, enter 1 in the minimum # Units field or 1 in the minumum $ Volume field (or whatever number is appropriate for your purposes).

Office lists created and saved on the Office Search and the Agent Movement Search tabs will be available for both types of searches.