📚 Training & FAQ

Go to Settings → Integrations. In Follow Up Boss, navigate to Admin → API → Create API Key. Name it "Prducer", copy the key, and paste it into your Prducer settings. Your data will begin syncing within a few minutes.

The initial sync typically takes 5–15 minutes depending on how much data is in your FUB account. You'll see a syncing banner on your dashboard. Once agents appear in your scoreboard, you're ready to go.

Prducer pulls deals (pipeline, stage, close date, GCI), activities (calls, appointments, conversations), agents, and leads. It does NOT write any data back to FUB — it's read-only.

No. Your agents' data syncs automatically from FUB. Agents can optionally log in to see their own personal dashboard and scoreboard. You control what each role can see.

Admins see everything: team financials, net-to-team, all agents. Agents see only their own data. You can invite agents via Settings → Team Members.

Every Monday morning, Prducer analyzes your team's data and generates a prioritized list of actions: which agents to coach, which deals to push, and whether you're on pace for the month. It's not a report — it's a to-do list.

The plan is generated based on: (1) agents with zero activity in the last 7 days, (2) deals closing this week that need paperwork attention, (3) your team's gap vs monthly goal, (4) pipeline health and at-risk deals.

The action plan email is sent every Monday at 8am ET. You can also view the live action plan at any time from the dashboard or the Action Plan page.

Go to Goals → Set your annual closing target. Prducer will calculate your required monthly pace, project whether you're on track, and surface the gap in your action plan.

Score = (Convs × 1) + (Appts × 5) + (Listings × 8) + (Contracts × 15) + (Closings × 40). The raw score is then normalized: the top agent on the team gets 100, everyone else is ranked relative to them. A score of 70 this week ≠ 70 last week — it's always relative.

A conversation is a call of 60+ seconds or a booked appointment in Follow Up Boss. Prducer uses FUB's is_conversation flag to count these accurately.

This means zero conversations, appointments, contracts, and closings were recorded for that agent in the current week (Mon–today). Check that their FUB activities are being logged correctly.

A yellow CHECK DATA badge appears when an agent has zero activity across all categories. This typically means their FUB data isn't syncing — verify their name matches exactly in FUB, or contact support.

The scoreboard shows the current week (Monday through today). On Sundays, it shows the just-completed week (last Mon–Sat). For historical data, visit the Team page and filter by date range.

Prducer tracks each agent's YTD eXp cap payments based on their closed deals. Once an agent crosses their cap threshold ($16K standard or custom amount), their future deals are marked as post-cap. You can see cap progress on the scoreboard and financial dashboard.

Net to team = Gross GCI − agent split − referral fees. Prducer applies each agent's team split percentage and any referral source fees configured in Settings. Cap-aware: post-cap deals use the correct post-cap split.

Yes. Go to Settings → Agents and set each agent's team split %. These are used in all commission calculations across the dashboard, pipeline, and financial pages.

Go to Settings → Referral Fees. You can configure a fee percentage for any lead source (e.g., Zillow = 35%). Prducer applies this automatically when calculating net-to-team for deals from those sources.

Meeting Mode is a distraction-free view designed to run your weekly team meeting. It shows the scoreboard, pipeline snapshot, and action items in a clean, presentation-friendly layout. Access it from the dashboard via the "Team Meeting" button.

1) Open Meeting Mode. 2) Review the scoreboard (2 min) — celebrate top performers, flag coaching needs. 3) Pipeline snapshot (3 min) — deals closing this week, at-risk deals. 4) Action plan (5 min) — walk through priority actions. 5) Close with team target. Total: 12 min.

Yes. Go to Settings → Agents → click on an agent → toggle "Hide from Dashboard". Hidden agents won't appear in the scoreboard or meeting view.

Check: (1) Is your FUB API key still valid? (Settings → Integrations). (2) Are activities being logged in FUB? Open FUB and verify calls/appointments are being tracked. (3) Are agent names matching exactly? FUB name changes can break the link.

Prducer reflects what's in FUB. If a deal shows wrong GCI or close date, update it in FUB — the next sync (every 5 minutes) will pull the correction. If a deal is missing entirely, check its stage in FUB (only active/closed stages sync).

Go to Settings and click "Force Sync Now". If the issue persists, check that your FUB API key is still active (FUB → Admin → API). Keys can expire or be rotated.

Check: (1) Is your notification email set in Settings → Profile? (2) Check your spam folder. (3) Make sure your subscription is active. If still missing, contact support.

Book a live walkthrough or support call via Calendly — link below. You can also email hello@prducer.com.