Housing Market CRM Dashboard Overview — A Quick Tour
Tutorial 1 of 181 · 47 s
The Housing Market CRM dashboard is the first page you see after signing in: your whole account at a glance, compared with the previous period of the same length. This tour covers the period switch (7, 30 or 90 days), the key figures — new leads and enquiries, contacts, open leads, viewings, live listings, messages and response time — and the charts for leads over time, lead sources and your pipeline by stage. We finish with your top listings, the next seven days of viewings and follow-ups, and recent activity, then walk through the left-hand menu.
In this tutorial you will learn
- How to change the reporting period
- What each key figure tells you
- How to read the leads, sources and pipeline charts
- Where upcoming viewings and follow-ups appear
- How the left menu is organised
Follow along: the steps
- This is your Housing Market CRM dashboard.
- Switch the period — 7, 30 or 90 days.
- New leads and enquiries, compared with the previous period.
- Open leads and overdue follow-ups need your attention.
- Median first response shows how fast you answer.
- Leads over time and Leads by source.
- Pipeline by stage shows where your leads are.
- Next 7 days lists viewings and follow-ups.
- The left menu groups leads, schedule, properties, marketing and team.
- Use Add Property at the top to list a new home.