Skip to main content

Dashboard

  • The Dashboard provides a high-level overview of your deal’s performance, with a wide array of reports available at the top of the screen
  • The Marketing Report is the most commonly used report and can be customized at the team level. Please use the chat bubble in the bottom-right corner if you’d like to learn more about customizing the Marketing Report.
  • To move a deal to under contract or closed use the links text in the middle of the screen
  • Click the corresponding No. Tours & No. Offers tiles to track Tours & Offers in the platform