New Feature Sticker for iDashboard Products

Introducing the Health Dashboard for Salespeople

New Feature Sticker for iDashboard ProductsLast month we introduced the Health Dashboard for Principals and Office Managers which was received with wide applause.

We have now extended this great feature of iDashboard through to Salespeople.

What if a system like iDashboard could tell you everything you need (or want) to know about your own business as a Salesperson in one neat and compact screen? That’s what we have done with Health.

The main purpose of iDashboard is to help you manage your prospects, listings and database in a way that helps your business succeed. That’s why we have developed a simple yet powerful way to measure your business at a glance.

The new Health screen is an information management tool that is used to track live KPIs, metrics, and other key data points relevant to your Real Estate business. The new Health screen simplifies data sets to provide users with at a glance awareness of their office and their employees current performance.

In order to see the new Health screen users must have their profile set to Sales.

This new Health screen displays the following live data for Sale properties:

Appraisals
  • The total number of Appraisals
  • The total list value of Appraisals currently in iDashboard (based on the Lower Appraisal Price)
  • The approximate GCI of Appraisals (based on your Base Commission setting in Admin)
  • The number of new Appraisals conducted this month
  • The number of Appraisals lost to a competitor this month
  • The number of Appraisals rejected this month
Listings
  • The total number of Listings
  • The total list value of Listings currently in iDashboard (based on the Lower Listing Price)
  • The approximate GCI (based on your Base Commission setting in Admin)
  • The number of new properties Listed this month
  • The number of Listings that are older than 60 days
  • The number of Listings Withdrawn this month
Contracts
  • The total number of properties that are Under Contract (based on status)
  • The total contract value
  • The approximate GCI (based on the Selling Fee of each property and your Base Commission setting in Admin if a contract property does not have a Selling Fee set)
  • The number of new Under Contract properties this month
Solds
  • The total number of properties that are Sold (based on status)
  • The total contract value of your Sold properties
  • The approximate GCI (based on the Selling Fee of each property and your Base Commission setting in Admin if a sold property does not have a Selling Fee set)
  • The number of new Sold properties this month
VPA Outstanding
  • The total number of Listings and Contracts that have a negative Vendor Expenses balance
  • The total value of all negative Vendor Expenses

Vendor Expenses can be both debited and credited on individual properties – if there a more debits than credits on a property then it will contribute to this card. Expenses can be amended on the Expenses tab inside each individual property. Refer to Office Reports >> Outstanding VPA for a list of all properties with a negative Vendor Expense balance.

Days on Market
  • The average days on market for the last 90 days
  • The average days on market for this financial year
Contacts
  • The total number of active contacts in your database
  • The number of new contacts added this week (week begins on Monday)
  • The number of new contacts added this month
Visitors
  • The total number of Visitors this month (via both Open Homes and Private Inspections)
  • The number of scheduled open homes you have coming up in the future
  • The average open home traffic (average visitors per open home)
  • The number of private inspections held this month
  • The number of open home visitors that have not attended one of your open homes before (new visitor)
  • The number of open home visitors that have attended more than one of your open homes (repeat visitor)

Open Home and Private Inspection visitors can be added and tracked via the Inspections tab inside individual properties.

Agent Rankings (Last 30 days)
  • Appraisal Count (#)
  • Appraisal $
  • List Count (#)
  • List $
  • Settled Count (#)
  • Settled $
Sales Funnel
  • Appraisals
  • Listings
  • Contracts
  • Solds
  • Settlements
Property Web Views

Property Web Views shows you the Hits on your website for the Last 7 Days, with the ability to show the week prior.

The Sales Funnel and Property Web Views charts can be printed as well as downloaded in PNG, JPEG, PDF & SVG formats, ideal if you want to include them in team briefings or presentations.

health-principals

Some employees may experience higher than expected counts or values on Appraisals and Solds – this is caused by not advancing properties to their next status. With Appraisals, they can be advanced to Lost, Rejected or Listed – if you have a lot you may want to clean some out by moving them to Lost or Rejected. Similarly with Solds, these need to be advanced to Settled. You can click on the headings of the Appraisals, Listings, Contracts and Solds cards to see those properties on the Real Estate tab.

Remember, this new screen in iDashboard is only visible to users who who have ‘Sales’ set as their profile. If you are a Salesperson and are unable to see this screen, feel free to contact our friendly support team who will be able to assist you.

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