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Pre-sales floor productivity relies on structured daily routines and clear activity targets. In BrokerOS, Pre-Sales Managers define daily targets for their team, while the system automatically tracks verified cold calls, completed follow-ups, and backlog rollovers without manual reporting.

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Manager Task Targets (ManagerTask)

Pre-Sales Managers create active tasks that set daily cold calling quotas for telecalling executives:
  • Target Quota: Sets the daily cold call goal per executive (system default is 100 calls).
  • Team Assignment: Managers can assign a task to individual agents or broadcast it across all active subordinates (assignToAll).
  • Single Active Task Rule: Each pre-sales executive can have only one active task assignment at a time.
  • Manager Overrides: Managers can customize a specific agent’s requirements for the day using targetOverride (custom call target) or backlogOverride (manually reducing an accumulated calling backlog).

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Daily Snapshot Workflow (SnapshotService)

Every night at midnight, the background SnapshotService compiles verified activity across telephony logs and follow-up records into a permanent daily snapshot:

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Daily Performance Snapshot (DailyPerformanceLog)

The midnight snapshot evaluates the day’s work using concrete business rules:
  1. Cold Calls Done: Counts verified outbound calls where the lead was in NEW or CONTACTED status and this was the agent’s first-ever call to that lead. Subsequent calls to the same lead count as follow-up activity.
  2. Follow-Ups Done: Counts all follow-ups completed during the day.
  3. Missed Follow-Ups: Any follow-up scheduled for the day that remains in SCHEDULED or RESCHEDULED status at midnight is automatically marked MISSED, and its ID is archived in missedFollowUpIds.
  4. Backlog Calculation: Unmet daily call targets rollover into coldCallBacklogIn. When an agent exceeds their daily target, surplus calls are credited toward clearing accumulated backlog (coldCallBacklogCleared).

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Monthly Pre-Sales Leaderboard

The Pre-Sales Leaderboard evaluates cumulative team performance across the calendar month. Rankings are calculated dynamically using a weighted scoring formula: