• Changelog
    • Getting started
    • Account and access
    • Dashboard
    • Property list
    • Creating a property
    • Editing a property
    • Property documents
    • Property types
    • Custom fields
    • Lead list
    • Lead detail
    • Website pages
    • Page builder
    • Content blocks
    • SEO
    • Analytics
    • Users and roles
    • Agency settings
    • Custom domain
    • Website appearance
    • Website texts
    • Advanced settings
    • Cookie banner and consent
    • Subscription and billing
    • Connectors
    • Getting Started
      • Quickstart

    Dashboard

    The Dashboard is the page you land on after signing in. It answers three questions at a glance: how much is in the system, what was touched recently, and where to go next.
    It is read-only apart from the shortcut buttons.

    Header#

    A welcome line with your first name, and the sentence "Here's what's happening with your agency today."

    Counters#

    Four cards across the top. Each shows a main number and a smaller line underneath.
    CardMain numberSecond line
    Total PropertiesAll properties in your agencyHow many of them are active
    New LeadsLeads still in the New statusTotal number of leads
    Team MembersAll users in your agencyHow many of them are administrators
    RevenueNumber of properties soldThe label "Properties sold"
    Note
    The card labelled Revenue counts sold properties, not money. It does not show a monetary total.
    The percentage next to each second line is a fixed value, not a trend calculated from your data. Read the numbers, not the percentages.

    Recent Properties#

    The five most recently created properties. Each row shows the first letter of the title as an avatar, the title, the city and state, the price in your agency currency, and the status.
    Clicking a row opens that property's edit page. The View All button opens the full property list.
    If you have no properties yet, the panel shows "No properties yet" and a button to add your first one.

    Quick Actions#

    Four shortcut buttons:
    Add Property — opens the new property form
    View Leads — opens the lead list
    Team — opens the users page
    Analytics — opens the analytics page

    Recent Activity#

    A list of the latest changes, newest first. Each entry shows a description, the action performed, and the date and time. Entries are either property events or lead events, marked with different icons.
    When there is nothing to show, the panel reads "No recent activity".

    Currency#

    Prices on this page use the currency set for your agency. See Agency settings.
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