The Agent Accountability Report provides a comprehensive view of each agent’s performance, goal pacing, and transaction activity within a selected date range. Use the available filters and features at the top of the report to customize your view and focus on the data that matters most.
The report is divided into two main sections:
Actuals vs. Goals: Displays how each agent is performing against their personal production goals and pacing benchmarks.
Transaction Tracking: Breaks down the agent’s business activity into key categories, from new pipeline additions to closed transactions.
Together, these insights help teams monitor progress and drive accountability across all stages of production.
Topics in this article:
Video Overview
Filters & Features
There are several filtering options available at the top of the report allowing you to view the exact data you're looking for.
Filters available:
Scope: Choose to view a specific agent or ISA.
Predefined Date Ranges: Quickly view date ranges such as Last Month, This Year, Q4, etc. with just one click.
Custom Date Range: Select any custom date range from the calendar picker.
Include Lost Transactions: Check the box here to include Lost transactions in the report data.
Click this icon 
to download the report.
You'll see this icon 
in the header of each column in the report. This indicates the column is sortable by clicking the column header.
Actuals vs. Goals
The top section of the report provides a snapshot of each agent’s progress toward their individual production goals. It compares their Actual To Date results against both their Personal Pacer (the pace needed to stay on track) and their Personal Goal.
Actual To Date: The total number or amount the agent has achieved so far within the selected date range.
Personal Pacer: The amount the agent should have achieved, based on the selected date range, to remain on track to hit their goal.
Personal Goal: The agent’s target for each metric based on the selected date range.
Each metric displays how the agent is performing and whether they are On Pace, Not On Pace, or have Achieved their goal.
Not On Pace: The agent is behind the pace needed to meet their goal.
On Pace: The agent is currently on track to meet their goal.
Goal Achieved: The agent has already met or surpassed their goal.
This section helps team leaders and agents quickly identify performance gaps and recognize areas of strength.
For more information on setting Goals in Sisu, check out this KB article. 📙
Transaction Tracking
In the remaining sections of the report, transactions are broken down into categories to allow a quick view into the agent's business.
The categories are as follows:
Current Pipeline: This section includes transactions that are in the Pipeline, Appt Set and Appt Met statuses.
Pipeline Added: This section includes all transactions created in Sisu within the selected date range.
Buyer And Listing Agreements Signed: This section includes transactions where a buyer or seller has signed an agreement with the agent during the selected date range. Transactions are included when the date entered in the "Signed Date" field is within the selected date range on the report.
Under Contract: This section includes transactions where a buyer or seller has gone under contract with the agent during the selected date range. Transactions are included when the date entered in the "Under Contract Date" field is within the selected date range on the report.
Closed: This section includes transactions where a buyer or seller has closed with the agent during the selected date range. Transactions are included when the date entered in the "Closed (Settlement) Date" field is within the selected date range on the report.
Pending: This section includes transactions that are currently in the Pending status. Transactions are included when the date entered in the "Under Contract Date" field has passed, but the transaction has not yet closed.
Columns within each category are as follows:
ID: The transaction ID.
Client: Pulled from the "First Name" and "Last Name" transaction fields.
Address: Pulled from the "Address Line 1", "Address Line 2", "City", "State", and "Postal Code" transaction fields.
Buyer/Seller: Pulled from the "Transaction Type" transaction field.
Date Added: This is the date the transaction was created in Sisu.
Lead Source: Pulled from the "Lead Source" transaction field.
Commissions: This amount is calculated by subtracting/adding any and all agent adjustments (within the Commission Form) from the amount entered in the "Gross Agent(s) Paid Income" field.
Status: The status the transaction is currently in.
Estimated Purchase Date: Pulled from the "Estimated Purchase Date" transaction field.