Follow Up Boss agent accountability scoreboard for weekly huddles

I run a real estate team and I want an accountability scoreboard I can put on the screen before every Monday growth huddle. Follow Up Boss reporting will not show me per agent numbers side by side, so today I rebuild this by hand. Build me an app that puts the whole team on one board, lets me drill into any agent, and can kick off a coaching brief without me leaving the meeting.

The main screen is one row per agent, pulled from List Users in Follow Up Boss. At the top there is a date range toggle with three options: this week, last week, and month to date. Whatever I pick drives every column on the board, so switching the range recomputes the whole table.

Each row shows call attempts and conversations from List Calls, texts sent from List Text Messages, appointments set from List Appointments, and new leads assigned from List People. Conversations means the calls that actually connected rather than every dial, so show those as two separate columns. Texts sent should count outbound messages only.

Two computed columns matter most to me. Median speed to lead is the median time between one of that agent's leads being created and that agent's first logged call or text to that lead, measured across every lead they were assigned in the range. Neglected leads is a count of their currently assigned leads with no outbound call or text in the last 14 days. Make the 14 days a setting I can change.

Follow Up Boss rate limits at 250 requests per 10 seconds across the whole account, so do not fan out one request per lead. Cache the user roster, and for each date range pull the calls, texts, appointments and people collections once using the API's pagination, then group those records by agent and by lead inside the handler to compute every column. That keeps the board to a handful of requests no matter how big the team is, and grouping by lead is also what makes speed to lead and the neglected count computable without per lead lookups.

I want to sort by any column, ascending or descending. Let me set a threshold per column, for example fewer than 40 call attempts or a speed to lead over 30 minutes, and highlight any agent who falls below it so the weak spots are obvious at a glance. Save my thresholds so they are still set next Monday. Also give me an optional activity score column using the same weighting Follow Up Boss uses on its own leaderboard: 500 points per appointment, 100 per conversation, 10 per call attempt, and 2 per text. Leave email out of that score since the board does not count email.

Clicking an agent opens a detail pane listing their specific neglected leads, each with the lead name, stage, when it was assigned, and the last contact date. From that pane I want to create a follow up task on any lead using Create Task, or leave a coaching note on the lead using Create Note, both without leaving the huddle. After either action the row should update in place so I can see I already handled it.

Every agent row also has a Build coaching brief button that kicks off a background agent for that agent. It pulls their calls, texts, appointments and assigned people for the selected range, compares their numbers against the team medians the board already computed, and writes a short brief: where they are ahead, where they are behind, and the three specific leads they should work first with a concrete reason for each, drawn from how long the lead has been sitting untouched and what stage it is in.

The brief posts to our team Slack channel using Slack Bot Send a Message. It should also land in Follow Up Boss so the coaching history lives in the CRM. One important constraint: Follow Up Boss notes attach to a person record and there is no operation for attaching a note to an agent's user record, so save the brief as a note on each of the three leads it names, including the reason that lead was picked. That puts the coaching context directly on the record the agent opens when they go to work it. Write those notes one at a time rather than in parallel, because the notes endpoint allows only 10 requests per 10 seconds.

Show the brief in the app as well. While it runs the row should show a running state, and when it finishes I want to read the brief in that agent's detail pane along with when it was generated and a link to the Slack message, so the huddle can pull up last week's brief and check whether anything actually changed.

Team leads and ISAs are the users. Every agent should be able to open the board and see their own row, including their own neglected leads and their own briefs, but only the team lead sees the whole board and everyone else's numbers. Match the signed in person to their Follow Up Boss user record by email address, and when someone is not a team lead show them their single row rather than an empty page or an error.

One caveat to surface in the interface: Follow Up Boss only returns calls and texts that were logged through the CRM, and List Appointments returns appointments created in Follow Up Boss rather than ones imported from Google Calendar. Put a short footnote under the board saying so, so nobody in the huddle argues that the numbers are wrong when an agent has been dialing outside the system.