What the personal dashboard shows #
The personal dashboard pulls data from your transactions and recorded activities. It shows everything you’ve accomplished with your personal business and lets you monitor past production, current results and forecast your production for upcoming monthshttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=The%20Personal%20Dashboard%20is%20a,production%20for%20the%20coming%20months.
Filtering the dashboard #
You can filter the personal dashboard using predefined date ranges or a custom date range. Additional filters for lead source, vendors and tags allow you to create custom reports. If you regularly use the same filters, click Save as New to store them for future usehttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=Select%20from%20predefined%20date%20ranges,to%20filter%20the%20page%20data.
Circles dashboard #
The Circles dashboard includes YTD tiles that display key metrics: YTD Closed Volume and Units, YTD Closed & Forecasted Volume and Units, and tiles for Under Contract (U/C) Volume and Closed Volume. Each tile shows your total and a bar indicating how you’re pacing towards your goal. Clicking a tile shows the underlying transactions. Below the tiles, circular gauges display metrics such as Conversations and Appointments; totals are broken down by buyer and seller and include conversion percentageshttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=The%20tiles%20at%20the%20top,selected%20in%20the%20page%20scope.
YTD dashboard #
The YTD dashboard provides totals from January 1 through today and doesn’t allow a custom date range. You can filter by team, group or agent and by lead sourcehttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=YTD%20Dashboard. Top tiles show metrics like Live Listings, Units Pending, Volume Pending, Average GCI percentage, Net Agent Paid Income Pending, Net Agent Paid Income and Average Net Agent Paid Incomehttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=Live%20Listings%3A%20Total%20number%20of,in%20the%20Live%20Listing%20status. Additional metrics include Avg Price, Avg Listing Price, Avg Buyer Price, Buyer AVG DOM, Listing AVG DOM, Listings Sold, Listings Closed Volume, Buyers Sold and Buyer Closed Volumehttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=.
Activities dashboard #
The activities dashboard summarises totals for each activity you’ve completed in the selected date range. A line under each metric shows how you’re pacing towards your goalhttps://kb-app.sisu.co/en/articles/9472782-personal-dashboard-overview#:~:text=Activities%20Dashboard.
