Dashboard, Today, tasks and reports
See the whole team at a glance, work today's list and export reports.
Dashboard
Dashboard shows the whole team at a glance:
- Four KPI tiles at the top: New leads this week (with the change against last week), Active deals (with their volume and the deadlines this week), Pending GCI (closings this month and what is already closed) and Overdue tasks (with the number of contacts untouched for 30 days). Click a tile to open the matching list.
- Deals pipeline: open deals by stage, from Offer made to Clear to close, each with its price, GCI, agent and next deadline.
- Three charts: Leads by source (last 90 days), GCI by month and Deals by stage.
- Today: follow-ups due and deal deadlines this week, across agents.
Today
Today is your start page. It lists tasks due today, next actions due, contacts with no touch in 30 days, overdue tasks, showings today and deal deadlines in the next 7 days.
Open Today from the sidebar.
Click Show the whole team to see every agent's list instead of your own (Broker and Assistant). Agents always see their own list.
Log a touch on a flagged contact (see Log a call). The contact leaves the No touch in 30 days list.
On a phone, Today has its own layout with a tab bar at the bottom, so agents can work their list between showings.
Tasks and calendar
- Due today, Overdue, Upcoming and Done tabs list the whole team's tasks. Tick a task to complete it; it moves to Done.
- Calendar shows showings, open houses, deal deadlines and tasks by month, colour-coded with a legend.
- Click Add task to create a task by hand.
Every day the app keeps birthday and home anniversary tasks for past clients, and agents get a daily digest email of their day when Daily digest email to agents is On in Settings > General.
Reports
Reports has six reports, each with Export CSV: lead source conversion, GCI by month, agent leaderboard, deals by stage, closed deals and expiring listings. Set the From and to months at the top.
- Lead source conversion: leads and closed deals per source, with the conversion rate.
- GCI by month: closed deals, volume, GCI and brokerage share per month.
- Expiring listings: listing agreements that expire in the next 30 days.