Inside Real Estate just rolled out Vitals, a new performance dashboard built into its BoldTrail platform. It’s designed to surface key metrics that agents, brokers, and teams can actually use to visualize activities that drive business success. The tool automatically tracks customer engagement, productivity, and trends.

We like to think about this as a coaching tool that keeps real estate sales efforts on track for success.

A clearer view of what matters

Vitals breaks performance tracking into three main areas:

Vitals provides a snapshot of an agent’s key stats, including daily performance, 30-day trends, and historical comparisons. What are you doing to engage consumers on a daily basis for repeat and referral business?

Engagement tracks how agents interact with leads, monitoring call, text, and email effectiveness.

Leaderboard ranks agents and teams, helping brokerages spot top performers and identify where coaching might be needed. This gamification creates healthy competition among agents who are often highly motivated by rankings.

Instead of sifting through spreadsheets or outdated reports, agents and admins get real-time insights to fine-tune their approach.

More than just data

It’s not just about seeing numbers – it’s about knowing what to do with them. Vitals automatically flags overdue responses, highlights high-priority leads, and shows agents where they can improve. It also benchmarks individual performance against office-wide trends, making it easier to see who’s excelling and who might need support.

For brokers and team leads, it’s a tool that fosters accountability. Admins can monitor engagement across calls, emails, and texts, set expectations, and pinpoint strategies that are working across their teams. Managers can use the dashboard to activate agents who are languishing in their sales efforts and celebrate the strides made by agents who are planning their work and working their plan.

Making data useful without the heavy lifting

Julia Laurin, Chief Product Officer at Inside Real Estate, says Vitals is built to give agents the insights they need without adding extra work. “Vitals eliminates the guesswork by surfacing the highest-priority leads and identifying gaps,” she explains.

It integrates directly with BoldTrail’s CRM and works behind the scenes to keep the data fresh. That means no manual reports, no wasted time pulling numbers, and no more flying blind.

Early results show a strong uptick in productivity among both beta testers and new users. It’s clear that agents are embracing the gamification aspect – driven to climb the leaderboard and stand out in their brokerage!

For agents looking to fine-tune their approach – or brokers who want a clearer view of their team’s performance – Vitals might be worth a look.

More details and a demo are available at BoldTrail.com.