The My Dashboard page is a fully customizable space that displays the information most important to you and serves as the first page you see after logging in. You can rearrange and resize each widget on this page to suit your preferences. Any adjustments you make are automatically saved, ensuring everything stays just the way you left it for your next visit.
Widget Defaults
By default, each user will see a unique set of widgets based on the profile associated with their account. The default widgets for each profile are listed below:
Principal & Office Management
- Office Whiteboard
- Office Sale Appraisal Statistics
- Office Sale Listing Statistics
- Office Under Contract Statistics
- Office Sold Statistics
- Inspection Visitor Statistics
- Contact Statistics
- Sale Agent Rankings (last 30 days)
- Website Property Views
Administration & Marketing
- Office Whiteboard
- Inspection Visitor Statistics
- VPA Outstanding
- Upcoming Tasks
- Upcoming Open Homes
- Recent Listings
Sales
- Office Whiteboard
- Agent Sale Appraisal Statistics
- Agent Sale Listing Statistics
- Upcoming Tasks
- My Listings
- My Vendors
Property Management
- Office Whiteboard
- My Landlords
- Upcoming Tasks
- Upcoming Open Homes
- My Landlords
Available Widgets
The below widgets are available for the My Dashboard screen.
Office
- Agent Rankings
- Auto Stats This Month
- Auto Stats Last Month
- Property Views Chart
- Whiteboard
- Contacts Count Widget
- Inspection Visitors Widget
- Unsubscribed Contacts
Office Sales
- Sales Funnel Chart
- Appraisals Widget
- Listings Widget
- Contracts Widget
- Sold Widget
- VPA Outstanding Widget
- Days on Market Widget
- Recent Appraisals
- Recent Listings
- Recent Under Contracts
- Recent Solds
- Upcoming Settlements
- Upcoming Open Home Times
Me
- My Appraisal Properties
- My Listing Properties
- My Under Contract Properties
- My Vendors
- My Landlords
- My Contacts
- My Expiring Contacts
- My Upcoming Tasks
New widgets are being added regularly.
Have a great idea for a widget? You can let us know by clicking the Edit button on the My Dashboard page and clicking Suggest A New Widget.
How to Add/Remove a Widget
- Click Edit
- Switch on the widget you would like added to your dashboard, or switch off the widget you would like to remove.
- Click Save
New widgets will automatically appear at the bottom of the page and can be repositioned and resized after saving the page.
If you're not happy with your changes and want to revert to the original widget settings, simply click Edit and then select Reset My Dashboard Back to Default.
How to Reposition/Resize a Widget
To reposition a widget, just click and drag it to the desired location.
To resize a widget, hover over it, then click and drag the double-arrow icon that appears in the bottom right corner.
Any changes you make to the position or size of widgets are automatically saved.
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