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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.
  • Action counts refresh when you come back to the tab, and about every two minutes while the page is open.
  • If action counts, goals, or analytics cannot be loaded safely, the Dashboard marks them unavailable instead of showing a misleading zero. It retries action counts automatically.
  • Analytics load when you scroll to that section. Use the Pricing, Templates, and Activity tabs to switch views.
  • On a phone, weekly goals stack as full-width rows, Pricing Analytics charts sit one above the other, and Template Performance keeps percentages beside taller bars so the graphs stay readable.

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Quick action cards

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Weekly goals

The This week section tracks organization-wide progress for the current week (Monday to 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

Use the Pricing, Templates, and Activity tabs to switch views. Pricing is the default.

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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

It should. The card counts exactly what Deal Hub’s New deals · Last 1d pill counts, and clicking it opens that view. Both exclude listings already saved to your pipeline. If the numbers differ, it’s because another Deal Hub filter (price, beds, property type, hidden listings) is narrowing the list further - clear those filters and the two will line up.
Listing dates have no time of day attached, so a listing published late on the edge day would otherwise drop out of the window part-way through the day. The window includes that boundary day so those listings stay visible for a full day after they appear.
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 action counts refresh when you return to the tab (and about every two minutes while it stays open). 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 action counts refresh when you return to the tab, and about every two minutes while the page is open. 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.