The dashboard: your homepage, exactly as you want it
Every real estate agent starts the day differently. One lives by the schedule, another by new leads, a third by deals that threaten to stall. That’s why from this version, the dashboard is no longer a fixed page: you decide which information you see and where it is. When you log in, you immediately see what matters to you.
When do you use this?
Section titled “When do you use this?”- Every morning when starting up, to see at a glance what the day is about
- When the default dashboard doesn’t match the way you work
- When you want to compare multiple periods side by side, for example this week alongside this quarter
What can you do with it?
Section titled “What can you do with it?”- Drag, hide, or add new widgets
- Place up to three widgets side by side in a group, with a custom name and color
- Set a custom period per widget, instead of one filter for everything
- For appointments and activities, choose whether you see yourself, a colleague, or the whole team
- Add the same widget multiple times, each with its own settings
- Display ready-made tables based on a saved view
Setting up your dashboard
Section titled “Setting up your dashboard”At the bottom right of the dashboard, there is a purple round button. It opens the Customize dashboard panel, where you manage everything.
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Open Customize dashboard
Click the purple button at the bottom right. A panel slides open with your current layout, divided into groups.
Each widget has a toggle to show or hide, and a handle to drag. -
Set the order as you prefer
Drag a widget by the handle on the left to move it. On a phone, use the Move up and Move down buttons.
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Hide what you don’t use
Turn off the switch of a widget. Hidden widgets collect at the bottom under Hidden blocks, so you can put them back later.
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Add a widget
Click Add widget. You get a catalog with all available widgets and a search field. Click Add on the widget you want.
Sixteen widgets to choose from. Already added widgets appear gray with 'Added'. -
Save
Your changes only take effect when you click Save. Cancel closes without saving, and Reset returns you to the default layout.
Grouping widgets
Section titled “Grouping widgets”You can place up to three widgets side by side in one row. This keeps related information together, for example the three statistics cards in one bar at the top.
A group gets its own name (Group name) and a Row color to color the row. If a group is full, the panel reports Group is full: a group takes a maximum of three widgets.
A custom period per widget
Section titled “A custom period per widget”This is the biggest difference from before. Where previously one period choice at the top applied to the entire dashboard, each widget now has its own filter.
For the statistics cards, you choose a period per card, default is the last 14 days. Options include today, the last 7, 14, 30 or 90 days, and the last 12 months.
For Meetings this week, Activities, and the Deals widget, you can also choose who you see data from:
- Me: only yourself
- A specific colleague
- All: the whole team
The widgets
Section titled “The widgets”The catalog contains sixteen widgets. The familiar blocks from the old dashboard are now also widgets, so you can move or hide them.
| Widget | What it shows |
|---|---|
| Deals | Number of new deals in the chosen period |
| New leads | Number of new leads in the chosen period |
| Average deal value | Average value of your won deals |
| Time on market | Properties that have been on the market too long (see note below) |
| Top performers | Ranking of colleagues, with a switch between Deals closed and Deal value |
| Widget | What it shows |
|---|---|
| Meetings this week | Your appointments this week as a chart; your own appointments in a solid color, colleagues’ in a lighter shade |
| Activities | Your most recent activities from all sections |
| Notifications | Your latest notifications at a glance |
| Widget | What it shows |
|---|---|
| Deals with preselect properties | Deals for which properties have been preselected |
| Properties | Your newest properties |
| Deals overview, Leads overview, Contacts overview, Relations overview, Properties overview, Projects overview | A table based on a saved view of your choice |
Some widgets can be added multiple times
Section titled “Some widgets can be added multiple times”Widgets with their own filter, such as the statistics cards, Activities, Deals, Properties, Meetings, and the overview tables, can be added more than once to the dashboard. For example, you can place two Deals cards side by side: one with the last 7 days and one with the last 90 days.
Only Notifications, Top performers, and Time on market can appear only once on the dashboard. In the catalog they appear gray with the message Added.
Three practical examples
Section titled “Three practical examples”Scenario: James starts every day with his appointments and tasks. He doesn’t care about the colleague ranking.
He opens Customize dashboard, drags Meetings this week and Activities to the top, and turns off Top performers. After Save, his schedule is at the top.
Scenario: The office manager wants to see deals over multiple periods.
She uses Add widget to add the Deals widget twice: the first on Last 7 days, the second on Last 90 days. She places both in one group side by side and clicks Save. Now she sees short peaks and long trends at a glance.
Scenario: A real estate agent has a saved view “Luxury buyers Costa Blanca”.
She adds the Leads overview widget and links it to that view. The list now appears directly on the dashboard, without having to go to the lead overview.
Common mistakes
Section titled “Common mistakes”My changes are gone after refreshing
Section titled “My changes are gone after refreshing”You probably forgot to click Save. As long as you don’t save, the previous layout remains.
I can’t add a widget again
Section titled “I can’t add a widget again”Notifications, Top performers, and Time on market can only appear once on the dashboard. In the catalog they appear gray with Added.
The Time on market widget is missing
Section titled “The Time on market widget is missing”This widget only works if an admin has first set thresholds in the company settings.
Frequently asked questions
Section titled “Frequently asked questions”Do my colleagues see my layout too?
Section titled “Do my colleagues see my layout too?”No. The layout is saved per user. Everyone sets up their own dashboard.
How do I get the old dashboard back?
Section titled “How do I get the old dashboard back?”Open Customize dashboard and click Reset. That restores the default layout.
Summary
Section titled “Summary”- You fully customize the dashboard via the Customize dashboard button
- Sixteen widgets: drag, hide, group, and where possible add multiple times
- Each widget has its own period; for appointments and activities you also choose the person
- The layout is saved per user and only takes effect after Save