The Pipeline Dashboards show a clear view of your personal Buyer and Seller deals with conversion metrics activity tracking and At Risk indicators so you can spot stalled deals prioritize follow ups and take action fast.
Use the timeframe dropdown to compare Closed Sales performance across multiple periods while keeping a live view of your active (Pending) pipeline for real-time forecasting.
Buyer At-Risk Section:
Automatically highlights buyer opportunities that haven’t moved forward within the set time thresholds (e.g., more than 7 days in Appointment Set).
Seller At-Risk Section:
Automatically highlights seller opportunities that haven’t moved forward within the set time thresholds (e.g., more than 7 days in Appointment Set).
Make it a habit to review the At-Risk section weekly. This helps identify deals that have been sitting too long in any stage