Your business at a glance
Start Every Day Knowing Exactly Where Your Deals Stand
Build a home screen with the numbers you care about: new buyer and seller leads, pipeline value, booked appointments and open tasks.
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Illustration with sample data.
What is Dashboard in RealtyCoworker?
The Dashboard in RealtyCoworker is a customizable home screen made of widgets that show your key numbers in one place. Agents and teams can add, edit and arrange widgets for leads, opportunities, appointments, conversion and tasks, so the first screen you open each morning shows what needs attention and how your pipeline is moving.
What’s inside
Everything in Dashboard.
Add widgets
Click Add Widget to place charts and counters for the metrics you track, such as leads, appointments or sales activity.
On the job: Add a widget that counts new leads from your Toms River open house sign-in form.
Edit and arrange
Open any widget's menu to change its data, filters and display, then arrange the layout so the most important numbers sit on top.
On the job: Filter a widget to show only seller leads so listing opportunities stand out.
Pipeline and deal value
Widgets can show opportunities by stage and their total value, so you can see how many deals are moving.
On the job: See how many buyers sit in Consultation Scheduled versus Active Client.
Explore OpportunitiesAppointments
Track booked, confirmed and no-show appointments from your calendars.
On the job: Check how many listing appointments your team booked this month.
Explore CalendarsConversion and sources
See which lead sources turn into appointments and deals when your contacts and pipelines are set up.
On the job: Compare portal leads with your website leads before renewing ad spend.
Explore ReportingTasks
Keep open and overdue tasks in view so follow-ups do not slip.
On the job: Spot the three past-client calls that are overdue before lunch.
Explore ContactsMultiple dashboards
Create and edit more than one dashboard so different roles see what matters to them.
On the job: A broker keeps a team dashboard while each agent keeps a personal one.
How agents use it
Dashboard, on a real workday.
- 1
Monday morning check-in
Open the dashboard, see 9 new leads from the weekend open house, and assign follow-ups before your first showing.
- 2
Team meeting numbers
A team lead pulls up appointments set and deals by stage for each agent instead of building a spreadsheet.
- 3
Spot a slow lead source
Notice that one lead source produces contacts but few consultations, and adjust your follow-up plan.
FAQ
Dashboard questions, answered.
Can I customize my real estate CRM dashboard?
Yes. In RealtyCoworker you can add widgets, edit what each one shows, apply filters and arrange the layout. Many agents put new leads, booked appointments and pipeline value at the top so the most urgent items are the first thing they see each morning.
Can my team have different dashboards?
You can create more than one dashboard, so a broker or team lead can keep a team view while individual agents focus on their own leads, tasks and appointments. What each person sees also depends on the permissions you set for their user.
Does the dashboard update automatically?
Widgets pull from your live contacts, pipelines, calendars and tasks, so numbers reflect activity as it happens in your account. Accurate results depend on keeping pipeline stages and lead sources up to date. Check it each morning to plan your calls.