The dashboard: your morning briefing in 30 seconds
In 30 seconds you know what it’s all about: how many leads came in, which properties need attention, what’s on the agenda, and which deals have been preselected. The dashboard is your landing page after logging in.
When is this relevant?
Section titled “When is this relevant?”- Every morning when starting work
- Between meetings, quickly see what happened
- Weekly team review, view KPIs over different periods
Five sections from top to bottom
Section titled “Five sections from top to bottom”| Section | What |
|---|---|
| Statistics cards | Deals, New Leads, Average Deal Value |
| Market Alert + Notifications | Properties on market too long + notification carousel |
| Activities | Today + Tomorrow, two columns |
| Deals with preselect properties | Table with deals that have preselected properties |
| Properties | Recently added properties as cards |
Top right: period filter for statistics cards. Some sections have their own filters.
Statistics cards
Section titled “Statistics cards”Three KPI cards at the top over the selected period.
Total number of new deals. Click = deal overview with the same period.
New Leads
Section titled “New Leads”Number of new leads. Click = lead overview.
Average Deal Value
Section titled “Average Deal Value”Average value of Won deals. Click = deal overview with Won filter.
Percentage difference: what it shows
Section titled “Percentage difference: what it shows”Each card shows current number and comparison with the previous equally long period (last 14 days vs 14 days before that).
| Indicator | What |
|---|---|
| ⬆ Green | Growth |
| ⬇ Red | Decline |
| , | No difference or both zero |
Date filters: two types
Section titled “Date filters: two types”Period for statistics cards (top right)
Section titled “Period for statistics cards (top right)”Default Last 14 days. Options:
| Option | What |
|---|---|
| Today | Today |
| Last 7 days | 7 days back |
| Last 14 days | Default |
| Last 30 days | 30 days back |
| Last 90 days | 90 days back |
| Last 12 months | 12 months back |
Changing → KPIs recalculated. Other widgets not affected.
Period for Properties section
Section titled “Period for Properties section”Own filter at the bottom. Default Last night.
| Option | What |
|---|---|
| Last night | Last night (default) |
| Last 7 days | Last 7 days |
| Last 14 days | Last 14 days |
Market Alert: properties on market too long
Section titled “Market Alert: properties on market too long”Only appears if admin has activated Time on Market thresholds via Settings → My Company → Threshold.
Two levels:
| Level | Color | What |
|---|---|---|
| Warning | Orange | Reached warning threshold, action needed (price, presentation) |
| Critical | Red | Exceeded, intervene immediately |
Each with count, if ≥100, ‘99+’ is shown.
Layout adapts:
- Both levels present → side by side
- One level → wider card next to notifications
- None → Market Alert hidden
Detail window
Section titled “Detail window”Click alert card → dialog window:
- Tabs at top: Warning / Critical
- Table with:
| Column | What |
|---|---|
| Property ID | Tesoro reference with # |
| Days on Market | Number of days |
| Location | City, province, country |
Click property → detail page. Gear icon top right → Settings → My Company → Threshold for thresholds.
Notifications: notification carousel
Section titled “Notifications: notification carousel”Auto-scrolls every 6 seconds to next notification. Per notification:
- Timestamp: “Today HH:MM”, “Yesterday” or date
- Content: short description
Navigation
Section titled “Navigation”- Arrow buttons on the right to browse manually
- Left arrow appears if you are not on the first notification
- Right arrow appears if you are not on the last notification
- At the last notification → auto-load more
Mark as read
Section titled “Mark as read”Blue dot = unread. Click → mark as read. Red badge in header = total unread (>99 = ‘99+’).
Activities: Today + Tomorrow
Section titled “Activities: Today + Tomorrow”Two columns.
| Column | What |
|---|---|
| Today | Activities scheduled today |
| Tomorrow | Activities scheduled tomorrow |
Types: Meetings (meetings + viewings), Calls, Tasks, own icon + style per type.
Other people’s activities
Section titled “Other people’s activities”Dropdown top right:
- My Activities: only you (default)
- Specific colleague: choose team member
- All Activities: entire team
Click activity → side panel. Change + View Details for full detail view in new tab. Editing refreshes both columns.
Deals with preselect properties
Section titled “Deals with preselect properties”Table with deals in stages Knowing Property, First Visit or Multiple Visits that actively propose properties.
Columns:
| Column | What |
|---|---|
| Name | Deal name |
| Preselected Properties | Number preselected |
| Closing Date | Or “No Date” |
| Main Contact | Avatar + name (link opens in new tab) |
| Status | Current pipeline stage |
Filter
Section titled “Filter”Dropdown right: My Deals (default) or All Deals.
Navigation
Section titled “Navigation”Click row → deal detail with Properties tab open. Immediately review preselections.
Recently added properties
Section titled “Recently added properties”At the bottom. Compact cards in grid (1, 2 or 4 columns depending on screen). Max 4 per page.
Per card: sample photo + basic info. Click → property detail page.
Load more
Section titled “Load more”Load More button at bottom = next 4. Added, not replaced.
Period filter
Section titled “Period filter”Dropdown right, Last night (default), Last 7 days, Last 14 days.
Four practical tips
Section titled “Four practical tips”- Start each workday with the dashboard: KPIs + Market Alerts + activities
- Switch periods strategically: compare 7 days with 30 days to separate short peaks from trends
- Keep an eye on Market Alert: regularly see Warning level? Reconsider pricing or presentation
- View team activities: All Activities filter gives team overview