The agency dashboard
The dashboard is the main page of the agency workspace, with combined figures on the team's work. It gives the owner and the manager a quick overview of how the agency is doing.
The dashboard is in the Dashboard section of the agency menu, while more detailed statistics are in the Reports section.
What figures are shown
On the dashboard and in the reports you see the key figures of the agency's work:
| Figure | What it means |
|---|---|
| Leads | The number of leads in the agency |
| Deals | The number of deals |
| Revenue | The total revenue of the agency |
| Broker payouts | How much has been paid out to agents and brokers |
| Member performance | The performance figures for each team member |
The per-member figures let you see each agent's contribution: how many leads they handle and which deals they close.
How to use it
- The Owner sees the overall picture: how much the agency earns and how much goes to team payouts.
- The Manager tracks the agents' work and sees who needs help or more leads.
- The combined figures help plan the team's work and assess performance.
Review the per-member figures regularly so you can spot in time who has built up many untouched leads and rebalance the workload.