Four numbers in one row
Total Listing Value, Conversion Rate, Active Listings and Prospecting sit in one row of tiles below your diary, your tasks and your leads.
Dashboard & Reporting
Business Dashboard
Your agency's vital signs at a glance.
Today is the first item in the sidebar on a desktop screen, the first item on the phone bottom bar, and it loads on the root route. Past the greeting, your diary, your tasks and your newest leads come first, then Total Listing Value, Conversion Rate, Active Listings and this month's prospecting usage.
Four steps, not forty.
- 1
Open Today
Today is the first item in the sidebar on a desktop screen and the first item on the phone bottom bar. Either way it loads on the root route and renders the dashboard, starting with your greeting.
- 2
Read the stat tiles
Four tiles sit under the widgets: Total Listing Value, Conversion Rate, Active Listings and Prospecting. Total Listing Value sums listing price across your listings.
- 3
Check Prospecting Usage
The Prospecting Usage card counts the current calendar month: Deed Searches against your plan cap, plus Contact Lookups, Director Lookups, Valuations and Portal Leads.
- 4
Work the top row
Above the charts sit your calendar for the selected day, your tasks and your newest leads. Click a lead to open its drawer.
Built for the way South African agents actually work.
Prospecting usage with a cap
Deed Searches shows the current calendar month against your plan cap. The R299 individual plan carries 50 deed reports a month.
Diary, tasks and leads first
The top row is your calendar for the selected day, your task list and your newest leads, so the dashboard is also your work list.
About Business Dashboard.
Can I see per-agent performance?
Today carries a weekly Leaderboard card everyone can see, with boards for Deeds pulled, Calls made, Mandates taken on and Profile completion. It reads for the whole agency, and if you belong to an office there is a pill to narrow it to that office. Workspace admins also get a separate User Activity dashboard on the Users page, which ranks members by actions logged.
Do the numbers update in real time?
No. The dashboard reloads when you save from a drawer, and the server caches the payload for 45 seconds. Another agent's change appears the next time you reload, not the moment they make it.
Can I export a dashboard report?
Not as a PDF. Workspace admins get an Export Data tab in the workspace drawer that downloads CSVs of contacts, enquiries, properties, listings, appointments, tasks, notes, emails, documents, agents and image metadata, scoped to that workspace only.
Ready to try Business Dashboard?
Start with 30 days free and 5 property reports. No card required.