Quiet Deal Radar and Effort Split: Deal-Aware Activity Attribution

Ace attributes every Follow Up Boss activity — calls, texts, emails, notes, and appointments — to the deal it lands under. Activity inside an open deal's window counts as deal work pushing a closing; everything else counts as lead-gen work pushing toward the next deal or appointment. This guide covers the two dashboard views built on that attribution: the Quiet Deal Radar and the Effort Split.

How attribution works

A deal's window opens when the deal is created in Follow Up Boss and closes when it is won or lost. When an activity for a contact arrives, Ace checks whether that contact had a deal open at that moment:

• Inside an open deal's window → the activity is attributed to that deal (deal work).
• No open deal at that time → the activity counts as lead-gen work for the contact.
• Two overlapping open deals → Ace attributes to the most recently active deal and flags the ambiguity — it never silently guesses.

Quiet Deal Radar

Where: Pipeline → Deal Pipeline tab (Ace Trove required).

The radar lists open deals with no attributed activity in 7+ days — active transactions nobody is visibly working. A deal can be months from its projected close date and still be quietly dying; the radar catches it before the date slips. Each row shows:

• The deal, its stage, and estimated commission sitting untouched
• Days quiet and total attributed touches
• The last attributed activity (type and when)

Use the 7d / 14d / 30d selector to change how much silence counts as quiet.

Why does a row say “since stage entry”?

Per-deal activity tracking began in July 2026. A deal with no attributed activity recorded yet runs its quiet clock from when it entered its current stage, and the row says so — Ace labels the fallback honestly instead of pretending the silence was measured. As new activity arrives, the row switches to real attributed data automatically.

Effort Split

Where: Team Cockpit, below the per-agent table (Ace Trove required).

The Effort Split shows how much of each agent's activity is deal work (attributed to an open deal) vs lead-gen work, over the cockpit's 7 / 30 / 90-day window — a team bar plus a per-agent breakdown with each agent's deal-work share.

What counts as agent effort:

• Counted: outbound calls, texts and emails, notes, appointments, and completed tasks
• Not counted: inbound replies from the contact (that's their behavior, not agent effort) and anything Ace itself authored

How attribution changes alerts for active clients

Because Ace knows who is mid-transaction, alerting gets smarter in two ways:

• Tighter gone-quiet thresholds: a contact with a deal in flight is escalated sooner than an ordinary lead — a deal in progress can't afford to go quiet.
• No off-key nudges: “re-engage, you went quiet” suggestions are suppressed for under-contract contacts. They're a closing in progress, not a cold lead — inbound-response alerts still fire normally.

Frequently asked

Does old activity count? Analytics views can window historical activity into deal timelines, but the live per-deal counters (touches, last activity) accrue from July 2026 forward.

Does this change my funnel numbers? No. The lead funnel and deal pipeline read the same data they always did — attribution adds the deal dimension without changing any existing metric.

Which plan do I need? Quiet Deal Radar and Effort Split are part of the Ace Trove account add-on (the same add-on that powers Command Center, Team Cockpit, and Pipeline).

Related articles

• What Is Ace Trove? Overview and Pricing
• The Ace Custom Fields in Follow Up Boss: What Each One Means
• What Ace Reads, Writes, and Syncs in Follow Up Boss

Last updated: July 2026