Click the Edit Dashboard button

Select your desired widget from the list of Available Widgets

Click and drag this widget down to your desired location below the dotted line.

Continue this process adding as many widgets as you like to your dashboard.

Be sure to click the green Save Dashboard button above when you are finished.

Rearrange your existing widgets simply by clicking and dragging them to your desired location.

To remove the widget from your dashboard entirely, simply click the x in the right hand corner of that widget.

Appraisal Anniversaries - Shows you the next 30 days of Appraisal anniversaries you have for the user logged in.

Purchaser Anniversaries - Shows you the next 30 days of Purchaser anniversaries you have for the user logged in.

Vendor Anniversaries - Shows you the next 30 days of Vendor anniversaries you have for the user logged in.

Training - Book for the monthly webinar or watch our videos on YouTube

Upcoming Birthdays - client birthdays for the month

Key Metrics - Graphs your listings / sales & commission earned over certain time-frame

Purchased Inspections - Shows you how many clients you have tagged as Purchased as an inspection Interest level on listed properties.

Very Interested Enquiries - Shows you all enquires tagged as Very interested on any listings you have.

Very Interested Inspections - Shows you all inspectees tagged as Very interested on any listings you have.

Interested Enquiries - Shows you all enquires tagged as interested on any listings you have.

Interested Inspections - Shows you all inspectees tagged as interested on any listings you have.

Unknown Interest Enquiries - Shows you all enquires tagged with an unknown interest level.

Unknown Interest Inspections - Shows you all inspectees tagged with an unknown interest level.

7 Day Enquiries - Shows last 7 days of enquiries to hit your account

90 Day Inspections - Shows you the inspections coming up to 90 days old.

All Appraisal Anniversaries - Shows you all the appraisal anniversaries you have access to including those assigned to other users.

All Purchaser Anniversaries - Shows you all the purchaser anniversaries you have access to including those assigned to other users.

All Vendor Anniversaries - Shows you all the vendor anniversaries you have access to including those assigned to other users.

Exchanges Upcoming - Shows a list of properties under contract that have not yet Exchanged / Unconditional

Settlements Due - Shows you a list of properties that have exchanged Unconditional that have not yet Settled

Under Contract - Shows you properties under contract / Under offer for the logged in user that have not yet Exchanged / Unconditional.

Pest Inspection Due - Shows you all properties with an upcoming Pest inspection

Building Inspection Due - Shows you all properties with an upcoming Building inspection

Deposit Due - Shows all upcoming deposit due dates

Finance Due - Shows all upcoming finance due dates

Expiring Listing Agreements - Shows all listings nearing agency agreement expiry date

Listed MTD - Shows you all listings the logged in user is attached to that were listed this month.

Listed YTD - Shows you all listings the logged in user is attached to that were listed this calendar year.

Listed FYTD - Shows you all listings the logged in user is attached to that were listed this financial year.

All Listed MTD - Shows you all listings you have access to that have been listed so far this month.

All Listed YTD - Shows you all listings you have access to including those assigned to other users that were listed this calendar year.

All Listed FYTD - Shows you all listings you have access to including those assigned to other users that were listed this financial year.

Sold MTD - Shows all properties assigned to the logged in use that have exchanged so far this month.

Sold YTD - Shows all properties assigned to the logged in use that have exchanged so far this calendar.

Sold FYTD - Shows all properties assigned to the logged in use that have exchanged so far this financial year.

All Sold MTD - Shows you all sales you have access to including those assigned to other users that have exchanged so far this month.

All Sold YTD - Shows you all sales you have access to including those assigned to other users that were exchanged this calendar year.

All Sold FYTD - Shows you all sales you have access to including those assigned to other users that were exchanged this financial year.

Appraisal MTD - Shows all properties assigned to the logged in use that have been appraised so far this month.

Appraisal YTD - Shows all properties assigned to the logged in use that have been appraised so far this calendar year.

Appraisal FYTD - Shows all properties assigned to the logged in use that have been appraised so far this financial year.

All Appraisal MTD - Shows you all appraisals you have access to including those assigned to other users that have settled so far this month.

Under Contract MTD - Shows you all properties marked under contract / Under offer so far this month for the logged in user that have not yet Exchanged / Unconditional.

All Under Contract MTD- Shows you all properties marked under contract / Under offer so far this month that you have access to, including those assigned to other users.

Settlements MTD - Shows you all properties settled so far this month for the logged in user.

All Settlements MTD - Shows you all settlements the you have access to that have settled so far this month.

All Appraisal FYTD - Shows all properties you have access to that have been appraised so far this financial year, including those assigned to other agents.

All Appraisals MTD - Shows all properties you have access to that have been appraised so far this month, including those assigned to other agents.