Overview
ClarityNOW comes with a standard set of daily tracking metrics (dials, contacts, appointments, etc.), but every team operates differently. Custom tracking categories let you measure activities that are unique to your business.
Who Can Create Categories
Only Rainmakers (team owners) and users with the Editor role can create custom tracking categories. Agents and Viewers cannot add categories.
How to Add a Custom Category
- Log in to your ClarityNOW portal
- Click Portal Dashboard
- Select Daily Tracking from the left sidebar
- Click New Category
- Enter the category name in the provided field
- Click Submit
Your team can now use this custom category when logging daily activities. Custom categories appear alongside the standard tracking metrics.
Example Categories
Here are common custom categories teams add:
| Category | Use Case |
|---|---|
| Open Houses | Track the number of open houses held |
| Door Knocks | Track door-to-door prospecting efforts |
| Video Messages | Track personalized video outreach |
| Social Media Posts | Track content creation activity |
| Handwritten Notes | Track personal touch follow-ups |
| Pop-Bys | Track in-person drop-offs to past clients |
| CMA Reports | Track comparative market analyses created |
| Referral Asks | Track how often you ask for referrals |
Naming Conventions
- Keep names short — They need to fit in table columns (e.g., "Open Houses" not "Number of Open Houses Held This Week")
- Be specific — "Video" is ambiguous; "Video Messages" is clear
- Use consistent formatting — Capitalize the same way across all custom categories
- Avoid duplicates — Check existing categories before creating a new one
Using Custom Categories in Reports
Custom categories appear in:
- Daily Tracking table — As additional columns alongside standard metrics
- Leaderboards — Can be used in competition leaderboards
- Reports — Included in activity summaries
Related Articles
- How to Use Daily Tracking — Overview of the tracking system
- How to Add Activity — Log entries including custom categories
- Leaderboards — Use tracking data for team competitions