At iDashboard, we’re always looking for ways to improve your experience and help you work smarter. That’s why we’re excited to introduce the new Customisable My Dashboard view, featuring an array of widgets that put you in control of your workspace. This new feature allows you to personalise your dashboard, ensuring that the tools and information you need are always within reach.
Why Customisation Matters
In the fast-paced world of real estate, efficiency is key. Agents and office managers need to have instant access to critical data without wading through unnecessary information. With the new My Dashboard view, you can customise your dashboard to reflect your priorities and workflow. By choosing which widgets to display and where to position them, you can create a workspace that’s perfectly tailored to your needs.
The Power of Widgets
Widgets are the building blocks of your customisable dashboard. Each widget is designed to provide you with real-time data, insights, and tools that enhance your daily operations. Here’s a breakdown of the widgets available:
Office Widgets
- Agent Rankings: Keep track of agent performance with a quick view of rankings based on key metrics.
- Auto Stats This Month & Last Month: Instantly see auto stats for the current and previous months, helping you monitor trends and performance.
- Property Views Chart: Visualise how your listings are performing online with this easy-to-read chart.
- Whiteboard: A digital space for notes, reminders, or team messages.
- Contacts Count Widget: Track the number of contacts in your CRM.
- Inspection Visitors Widget: Monitor visitor numbers for your inspections.
- Unsubscribed Contacts: Stay aware of any contacts who have opted out of communications.
Office Sales Widgets
- Sales Funnel Chart: A visual representation of your sales pipeline.
- Appraisals Widget: Keep track of recent and upcoming appraisals.
- Listings Widget: Monitor your active listings.
- Contracts Widget: Stay on top of under-contract properties.
- Solds Widget: Track properties that have recently sold.
- VPA Outstanding Widget: Monitor Vendor Paid Advertising (VPA) status.
- Days On Market Widget: See how long properties have been on the market.
- Recent Appraisals, Listings, Under Contracts, and Solds: Get a quick view of recent activity.
- Upcoming Settlements & Open Home Times: Stay prepared with upcoming important dates.
Personalised Widgets for Agents
- My Appraisal Properties: Keep track of your appraisal listings.
- My Listing Properties: Monitor your active listings.
- My Under Contract Properties: Stay on top of your properties that are under contract.
- My Vendors & My Landlords: Easily access your list of vendors and landlords.
- My Contacts: Keep your contacts at your fingertips.
- My Expiring Contacts: Stay on top of expiring contracts or listings.
- My Upcoming Tasks: Ensure you never miss an important task or deadline.
Customisation Made Easy
The best part of the new My Dashboard screen is how easy it is to customise. Users can select what widgets they want to see, resize them, and reposition them to fit their workflow. This means your dashboard can be as simple or as detailed as you like.
Widget Drawer: The widget drawer is your go-to place for all available widgets. It allows you to easily add or remove widgets, ensuring that your dashboard is always up to date with the information you need.
Suggest a Widget: Have an idea for a widget that could make your life easier? The widget drawer also allows you to suggest new widgets. We’re always listening to our users and eager to improve iDashboard to meet your needs.
Reset to Default: If you ever want to start fresh, you can easily reset your dashboard back to its default settings. This feature ensures you can experiment with different layouts and always return to a tried-and-true setup.
Enhancing Productivity and Focus
By allowing you to customise your My Dashboard view, iDashboard helps you stay focused on what matters most. Whether you’re an agent managing multiple listings or an office manager overseeing operations, this new feature ensures that your dashboard works for you, not the other way around.
The ability to select, resize, and reposition widgets means that you can declutter your workspace, eliminating distractions and honing in on the most critical tasks. This level of personalisation not only enhances productivity but also makes the daily use of iDashboard a more enjoyable experience.
What’s Next?
The introduction of the Customisable My Dashboard view with Widgets is just the beginning. At iDashboard, we’re committed to continuous improvement and innovation. We’re already working on new widgets and features that will make your real estate CRM experience even better. Stay tuned for updates, and don’t hesitate to share your feedback with us. We’re here to help you succeed.
The new Customisable My Dashboard view is a game-changer for real estate professionals using iDashboard. By giving you the power to personalise your workspace with a variety of widgets, we’re making it easier for you to stay organised, focused, and productive. Explore this new feature today and see how it can transform the way you work.
