🆕 Your Dashboard just received an update! You can now view your lead pipeline, task and appointment stats, offer count, property lists breakdown, and more!
Stay tuned because we have more awesome features planned for Dashboards including:
Offers by User
Deals Breakdown
Total Profits
New Lead Source
Records with Offers
Phone Status By Source
Filtering your Dashboard by Timeframe
Towards the top of your Dashboard you will see your record stats. Dashboard information can be filtered by date. By default it is set to filter by the current month. To change the timeframe, click Current month and select a timeframe or date from the Calendar.
Viewing your Stats
Below the date filter, you'll see the following based on the time frame selected:
Total Records
New Records
Total Owners
Owners with Multiple Properties
Newly Vacant
Offers Made
Lists
The lists section will show a breakdown of records added per list during the time frame selected. When lists are organized based on the distressor or qualifying data. Use this information to determine the main data types or distressors associated with your records.
Lead to Deal Funnel
The Lead to Deal Funnel shows a breakdown of records that are moving through your lead pipeline. Global statuses are used to determine these stats. Our default statuses will automatically be flagged with the correct global status. To flag custom statuses, go the the Settings page and select the Global Status tab.
See this article for more information on Global Status Flagging
The Lead to Deal funnel shows how leads progress from first contact to closed deals. You'll also be able to see any dropoffs at each stage to help identify bottlenecks in the sales process.
Skip Tracing Status
This section shows how many records were successfully skip traced, versus the records with no numbers.
Skipped - total number of records and percentage of records that were skip traced and had phone number results.
Skipped Without Numbers - the amount of records that were skip traced but have no phone numbers.
Not Skipped - the amount of records that have never been skiptraced.
Clean / Incomplete
The Clean / Incomplete section shows the total and percentage of records that are clean versus incomplete. See more on Clean vs. Incomplete Records here.
Tasks and Appointments
The tasks and appointments section shows stats for:
Task Status - breakdown of task by status (To do, Completed, Overdue).
Tasks by user - allows you to view team performance
Appointment outcome - the result of booked appointments (attended, no-show, canceled, rescheduled).
Appointments by user - see team performance based on appointments here.
Call Duration
The Call Duration section will show the total number of dials per user, and the call duration. This feature works with our smrtPhone and Kixie integrations.
Related Trainings