The Dashboard View provides the user a simple and effective way to view all the relevant information at a glance.


Dashboard – Introduction


On the Dashboard page, you are presented an overview of your Opportunities, Transaction Pipeline, Relationship Status, Key Upcoming Tasks, and Recently Updated Contacts.

  1. The Opportunity Status table provides an overview of your business, so you can see at what "stage of the game" your clients currently sit, the potential revenue, and the opportunity available to drill for more details so you can add additional conversion opportunities.
  2. Your Transaction Pipeline delivers all the valuable information needed for you to keep sales active and successfully moving. It summarizes the stage, contact count, and potential revenue from your list of potential buyers.
  3. Your Relationship Status keeps you updated and informed about which of your contacts are hot, warm, or cold.
  4. You will also be presented a list of your current and overdue TasksUpcoming Appointments as well as your Top Recently Added To-Dos.
  5. You can be more productive by adding and building from previous trends that are proven to be productive and successful. 
  6. Your Most Recently Updated Contacts, as well as links to edit or connect with a contact, are also available on your Dashboard page.
  7. Timeline provides a single place to see all your activities for your contacts including notes, SMS messages, emails and upcoming appointments.  


Use this view to manage your day at a glance.


If you are a Lead Gen/Lead Management user, you can switch your view to look at the lead opportunities.  This supports the views for the hand-offs that you have with your leads.



From there, you will see the lead status in terms of performance metrics:

  • Handed-off Value is calculated by the average market value in your area
  • Handed-off is the number of qualified opportunities that have been provided
  • Responded are the number of leads who have responded to the Ai
  • Leads Added are the number of leads that were added to the system
  • Website Activities are the number of leads who are active with your website.