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The Dashboard is the home screen for finding and working deals. Find it by clicking Dashboard in the sidebar. Every number on it is clickable or filterable, so it doubles as a daily to-do list: what’s new, who’s waiting on you, and what needs a follow-up.
Key things to know
  • The three quick action cards deep-link into Deal Hub, Messages, and Deal Pipeline already filtered to the matching deals.
  • Goals track your whole organization’s week (Monday-Sunday, org timezone) and reset every Monday.
  • Only admins and owners can edit the weekly goal targets.
  • Stats refresh automatically about every 30 seconds.

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Hero buttons

  • My Meetings opens your meetings calendar; a badge shows how many calls or walkthroughs you have scheduled this week.
  • Find New Deals jumps straight to Deal Hub.

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Quick action cards

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Weekly goals

The Goals section tracks organization-wide progress for the current week (Monday-Sunday, in your organization’s timezone):
  • New Conversations
  • Qualified Offers
  • Under Contract
Each goal shows current progress against the target (for example “7 / 10”) plus a comparison to the same point last week (“up 3 vs last week”). Organization admins and owners can click the gear button to open Weekly Goal Targets and adjust the numbers; everyone else sees the goals read-only.

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Analytics

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Pricing Analytics

Compares response rates and offer distribution for SMS or email offers, so you can see which discount levels actually get agents talking.
  • Toggle SMS / Email and pick a time range: Today, This week, This month, or Lifetime.
  • Two charts: Response Rate by Discount (how often agents respond at each discount level) and Offer Distribution (how many offers you sent at each discount level).
  • The summary row shows your average discount, total offers, responses, and overall response rate. Offers above list price are excluded from the analysis.
If response rate falls off a cliff beyond a certain discount, that’s your market’s tolerance line - useful when setting target prices in the Deal Calculator.

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Template Performance

Shows which message templates drive the best results, over your account lifetime:
  • Filter tabs All, SMS, and Email (with counts), plus a search box.
  • Templates rank by how many times they were sent, with two bars each: Response Rate (teal) and Under Contract Rate (amber).
  • Show unused reveals templates that haven’t been sent yet.
  • Click a template’s name to preview its content. Manage templates themselves in Message templates.

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Activity

Totals for a selected range (Today, This week, This month, Lifetime): Messages Sent, New Conversations, Qualified Offers, and Under Contract.

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Common questions

The dashboard card always uses a fixed 7-day window and excludes listings already saved to your pipeline. Deal Hub’s own “new” threshold is an organization setting that may differ from 7 days.
The agent’s most recent message in that deal’s conversation is newer than your most recent outgoing message - in other words, the ball is in your court. Internal notes don’t affect it.
A deal only counts once it’s past its follow-up due time, and only if follow-ups are enabled for it. Deals with follow-up disabled, deals already waiting on your reply, and deals with no conversation yet (outside the contacted stages) aren’t counted.
Only organization admins and owners, via the gear button on the Goals section.
Goals track the whole organization’s combined progress for the week, not individual members.
Dashboard stats refresh about every 30 seconds and time ranges use your organization’s timezone, so numbers move during the day. Pricing Analytics also excludes offers above list price.

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Limitations

  • Dashboard stats refresh about every 30 seconds; they are not instant.
  • Goals reset each Monday and use your organization’s timezone.
  • Template Performance is lifetime only; it has no custom date range.
  • Pricing Analytics excludes offers above list price.