Overview
The Observatory lets team leaders view any agent's portal in read-only mode. It's your window into individual agent performance without switching accounts.
Accessing the Observatory
Log in and click Observatory in the left sidebar. You'll see a list of all observable agents on your team.
Selecting an Agent
Click on any agent to open their portal in read-only mode. You'll see the same pages they see — Dashboard, Reports, Business Planning, Goal/Gap, Daily Tracking, Sales Pipeline, Listings, Transactions, and Financials — but with their data.
What You Can See
All portal pages are mirrored under /observatory/[user]/. You get the same views as the agent's portal but cannot make edits. The navigation is prefixed with the agent's name.
Groups
Navigate to /observatory/[user]/groups/[group] to view a group of agents together with an aggregated CEO report. Groups help you organize agents by team, office, or any custom grouping.
Using Observatory with 1:1s
The Observatory is ideal for coaching sessions and 1:1 meetings. Pull up an agent's portal during your meeting to review their pipeline, daily tracking consistency, and Goal/Gap status together.
For more on coaching meetings, see Running One-on-Ones.
Tips
- Review agent Observatories weekly to catch pipeline issues early.
- Use the Health Check widget on each agent's dashboard to see if they're consistently tracking activity.
- Compare agent performance side-by-side using Leaderboards.