Dashboard overview
Learn the dashboard selector, date range and widgets, and read the assistant's and the team's figures at a glance.
4 min read
The Dashboard is the first screen you see when you log in. It shows how your agency is doing at a glance: how many calls the assistant handled, how many viewings and valuations were booked, how many hot leads there are, and how much business is waiting in the pipeline. For the owner it's the weekly check; for an agent it's the daily to-do list.
Before you start
- Your user needs Dashboard access. See Roles and permissions.
- Widget figures are calculated from Contacts, Opportunities, Calendars and call records. The Squaremeters team sets up your agency's first dashboard during onboarding.
Parts of the screen
- Dashboard selector: click the dashboard name at the top left to switch between your own dashboards and those shared with you. See Custom dashboards.
- Date range: sets the period every widget shows (today, last 7 days, this month, a custom range…). See Date ranges and filters.
- Edit mode (pencil icon): for adding, moving, resizing or deleting widgets. See Customise widgets.
- Action menu (three dots): clone, set as default, time zone, permissions and delete.
- Widgets: each box is one metric: a number, a donut chart, a bar chart or a table.
What does each figure tell you?
The metrics estate agencies use most:
| Metric | What it measures | What it means for the agency |
|---|---|---|
| Calls answered by the assistant | Inbound calls the assistant handled in the period | How many calls weren't missed out of hours and at busy times. |
| Appointments booked | Viewings, valuations and office meetings booked | How well calls and chats turn into appointments. |
| Hot leads | Contacts tagged hot-lead | Clients an agent should call today. |
| Open pipeline value | Total value of open opportunities | Fees you can expect in the coming weeks. |
| Leads by source | Contacts split by source | The share coming from the assistant, Meta forms, WhatsApp/Instagram and the website. |
| Opportunities by stage | Opportunities in each stage | Where clients get stuck (for example lots of viewings, few offers). |
| Missed calls recovered | Missed callers the assistant called back and reached | Enquiries won back that would otherwise have been lost. |
The figures on your dashboard are your agency's real data; the numbers in the images are just examples.
Note
Call widgets and metrics such as "from the assistant" are set up for your agency during onboarding using conditions (source, tag, pipeline). If a metric you want isn't on your dashboard, message your consultant. For the assistant's detailed per-call figures, see the Dashboard & Logs tab under AI Agents → Voice AI, and Call reporting.
Looking behind a number
- Click a widget.
- See the contacts or opportunities that make up that number, one by one.
- Export the list if you need to.
If it says "23 hot leads", this is where you see who they are and which agent they're assigned to.
Using the Dashboard day to day
- Monday morning (broker): set the range to Last 7 Days. Compare calls answered by the assistant, appointments booked and lead sources with the previous week.
- Every morning (agent): check your hot leads and today's appointments on your own dashboard.
- Month end (owner): share completed deals and open pipeline value for Last Month at the team meeting.
For which figures to track, see Owner KPIs.
Important
The figures are only as good as the team's habit of keeping opportunity stages and appointment statuses up to date. If a completed sale isn't marked Won, the Dashboard can't see it; if a viewing isn't marked Showed, your show rate will be wrong.
Dashboard vs Reporting
| Dashboard | Reporting | |
|---|---|---|
| Purpose | Quick summary, daily tracking | Detailed analysis |
| Flexibility | You choose and arrange widgets | Ready-made reports (calls, appointments, ads, agents) |
| Who for | Everyone | Broker, owner, marketing |
See Reporting overview.
Troubleshooting
Widgets are empty. Widen the date range and check there's data in the relevant module.
A colleague sees different figures. If a user is restricted to records assigned to them, widgets only count those records. See Restrict data access.
I can't change the dashboard. You may only have View access to it.
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