Dashboard overview
The sales dashboard provides a unified view of your office and team performance using real-time data synced from your connected integrations. It is designed to help users monitor progress, identify trends, and make informed decisions based on key metrics.
Performance indicators
Dashboard uses visual indicators to help you quickly identify how your team or office is performing. These indicators are shown alongside key metrics to highlight progress and areas that require attention.
🟢↑ Green: Performance has a significant improvement and is currently on track.
🟡↓ Yellow: Performance has declined slightly and may require attention.
🔴↓ Red: Performance has dropped significantly and likely needs reassessing.
💡Tip: The arrows indicate the direction (up or down), while the colour reflects performance health; green indicates good performance, yellow signals caution, and red highlights a concern.
Sales overview tab
This tab provides an overview of your office’s overall performance, including:
Total gross commission: Display the office’s total GCI for the specified date range. Click the tile to view a detailed breakdown.
Office targets: Highlights the office performance against targets within the selected date range. Click any tiles to view more details.
GCI against targets: Shows the total GCI earned by each agent compared to their current target within the selected date range. Click an agent’s tile to view individual performance metrics.
Current pipeline: Displays real-time sales pipeline data pulled from connected integrations. Select a tile to explore the full live data set.
Conversion Rates: Provides a snapshot of the office’s performance across key conversion points, such as appraisals to listings and listings to sales during the selected date range. Click each tile to view detailed information.
Core Metrics: Presents a real-time overview of your office’s activity within the selected date range, including appraisals, auctions, listings, and buyer activity. Select a metric for more details.
Maps: Displays a live map of the office’s listings. Each pin represents both active and sold listings.
Agents record tab
This tab highlights the agent’s performance. Click on any tiles to view detailed performance metrics, including:
Commissions: Shows the total GCI earned by the agent within the selected date range. Clicking a tile will take you to a more detailed breakdown.
Pipelines and targets: Displays the agent’s live sales pipeline data. This section also allows you to track the agent’s progress against targets. Click any metric tile to explore detailed insights.
Conversions: Provides a snapshot of agents’ performance across key conversion points, from appraisals to listings and listings to sales during the selected date range. Click each tile to view detailed information.
Core Metrics: Offers an overview of the agent’s performance in core metrics: appraisals done, auctions held, and listing activity within the selected date range. Select a metric for more details.
Buyer: Displays the agent’s buyer engagements: buyer enquiries, open homes, and inspections within the selected date range. Click the tile to view a detailed breakdown.
Maps: Present live maps of the agent’s active and sold listings.
Team performance tab
Use this tab to view the leaderboard, targets and conversion rates by agents, along with the summary of the office’s overall performance:
Leaderboard: Displays agent rankings based on performance. This allows you to assess your team’s activity and productivity at a glance.
Targets by agent: Shows each agent’s targets and current progress within the selected date range.
Conversions: Presents conversion rates from appraisal to listing, listing to sale, and conversion efficiency broken down by agents.
Office: Displays the graph of GCI contribution by each agent, along with the office’s overall performance against its target.
Listings tab
This tab provides a real-time view of your active properties, along with key insights into buyer and online engagement:
Live listings: Displays all live listings split by days published on REA and Domain. Click on each property to view full details of a listing.
Buyer engagement: Shows buyer activity, including enquiries, open homes, and private inspections within the selected date range. Click to expand each metric to view full details.
Online engagement: Provides insights into online portal engagement metrics, including page views and shares within the selected date range. Click to open detailed information.