Inspection and revenue counts by contact roles

Schedulers and growth need to see who their top agents are by revenue and by inspection count—for VIP handling, follow-ups, and reporting. They also rely on automatic tags based on rules (e.g. inspections in the last 365 days, top producer by money and count) for slot holds, new-agent and lost-agent outreach, and lists. Users are asking for both: visible agent stats (revenue and count) and tag automations that match the rules they use today so they don’t lose that workflow in Attik.

Why it matters: Drives how schedulers prioritize calls and how growth runs campaigns and thank-yous.

Can this be done through a HubSpot integration, where Hubspot does the calculating and adds a tag to the contact profile?