Help Guide · Team-Lead Analytics

Revenue Guard & You vs Market, Explained

How Ace sizes the commission you're about to lose — in your team's own dollars, not an industry average — and how it shows where you actually rank against anonymized peer teams without ever exposing anyone's data.

Part of Ace Trove. Every mechanism described here is verified against production code.

Revenue Guard: GCI at risk, in your own dollars

Every CRM can show you a pipeline. Revenue Guard answers the harder question: how much commission is currently slipping away, and through which crack?

The dollar figures are what make it different. Most tools size "revenue at risk" with a flat industry constant. Revenue Guard reads your account's own closed-deal history from the Follow Up Ace data warehouse and uses your team's real median commission per closed deal as the basis. A team closing $4,000 median commissions and a team closing $18,000 medians see honestly different risk numbers. (Accounts without enough closed-deal history yet fall back to an industry-standard constant until their own economics accumulate — and every figure is labeled as an estimate either way.)

Alongside the at-risk view, Revenue Guard surfaces your realized deal mix (won / lost / open), the real lifetime commission lost to dead deals, and a 12-month won-GCI history.

The six pre-built guards

Guards are trigger rules that watch for the specific failure patterns that leak the most commission. Six ship pre-built:

GuardFires when
Speed-to-lead 5mA new lead hasn't been contacted inside the 5-minute window
No reply 24hAn inbound message has sat unanswered for a day
Stale high-valueA high-value lead has gone quiet with no follow-up
Ghost seatA paid seat shows no CRM activity — you're paying for an empty chair
Agent slip criticalAn agent's responsiveness pattern degrades sharply
Agent dormant 3dAn agent has gone three days without meaningful CRM activity

Each guard can fire an admin-configured action. Any automated outbound message passes a code-level Fair Housing compliance scan before delivery — blocked messages become an admin alert, never a sent message.


You vs Market: your rank, without anyone's data

Follow Up Boss shows you your own account. Because Follow Up Ace sits across many connected teams, it can show you where you actually rank — close rate, speed to lead, days to close, GCI per agent — against anonymized peers.

How the cohorts work

  • Cohorted fairly: you're compared to teams of similar team size, region, and deal volume — a 3-agent Ohio team is never graded against a 60-agent coastal brokerage.
  • The 10-team floor: a cohort statistic is only published when 10 or more teams back it. This k-anonymity floor is enforced in code at the point the aggregates are produced and re-checked where they're read.
  • Graceful widening: if your narrow cohort is too small, the comparison falls back to a broader cohort instead of exposing a thin one.
  • No identifiers: only bucketed percentiles leave the aggregation — never account names, contact data, or anything traceable.

The top-decile playbook

Beyond the percentiles, You vs Market surfaces what the top-decile teams in your cohort do differently — down to the lead-source mix they lean on — so the benchmark ends in an action, not just a grade.


The per-agent layer: Team Cockpit

Revenue Guard tells you what's slipping; the Team Cockpit tells you who. For each agent, computed from your own FUB data:

  • Production — won GCI, closed deals, and pipeline per agent (YTD / QTD / MTD).
  • The model's read on each agent's book — average Win Score, churn exposure (with a count of high-risk contacts), and modeled GCI (est.) per agent, so "whose pipeline is actually strongest?" has a data answer.
  • Coverage gaps — each agent's high-win contacts going untouched and engaged contacts going cold, sized in estimated GCI. The quietest way to lose a quarter, made visible.
  • First-response time — the median and 90th-percentile response-time distribution per agent, plus the share of new leads answered under 5 minutes compared against your own team's baseline (see Speed-to-Lead Intelligence).
  • At-risk deals — which agent's deals are past their expected close.
  • Slip and dormancy alerts — the agent-level guards above, so degradation surfaces before the quarter's numbers do.

Two adjacent views round out the picture: Pipeline Analytics adds a week-over-week activity trend per agent, and Usage & Adoption shows per-member usage with a Last Active column — so you know who's getting value from their seat, not just who has one.

The same data is available conversationally: team leads on the MCP connector can ask Claude or ChatGPT for the team cockpit, production by agent, or response time per agent and get the identical numbers the dashboard shows.


What we don't show (on purpose)

No thin cohorts. If fewer than 10 teams back a statistic, you see a broader cohort or nothing — never a number that could triangulate a specific team.

No cross-tenant funnel conversion benchmarks yet. Per-stage funnel benchmarks shown in the product are static industry reference ranges; a live cross-tenant cohort funnel is built but deliberately dark until its data quality clears our bar.

Estimates stay labeled. GCI-at-risk and Expected GCI figures carry "(est.)" — they're sized on your real economics but they are models of risk, not bookings.


Frequently asked questions

  • Where do the dollar figures come from?

    Your own closed-deal history: the median commission per won deal in your account's warehouse data. Accounts without enough closed deals use an industry-standard fallback until their own economics accumulate. All figures are labeled (est.).

  • Can other teams see my numbers in You vs Market?

    No. Only anonymized cohort percentiles are published, only when 10+ teams back the cohort, and no account identifiers ever leave your account.

  • Do the guards message my leads automatically?

    Only if an admin configures an action, and every automated send passes a code-level Fair Housing scan first. Blocked messages become admin alerts. By default, guards alert — humans act.

  • What plan do I need?

    Revenue Guard, You vs Market, and the Team Cockpit are part of Ace Trove, the account-wide add-on — one flat monthly rate auto-quoted from your FUB database size, from $49/mo.

See what's slipping — in your own dollars

Connect Follow Up Boss, activate Ace Trove, and Revenue Guard sizes your at-risk commission from your team's real economics. Self-serve, no sales call.

See Ace Trove →