Realsynch Business Intelligence Agent Performance

Business Intelligence Dashboard Role Access

Jenny
Jenny

This article outlines the different levels of dashboard access available to each user role within the RealSynch Business Intelligence dashboard. Covering what features and controls are visible to Owners, Admins, Team Leaders, and Agents.

 

Owner Access (Full / Highest Access Level)

  • Full Overview Page (all key metrics visible)
  • Lead Source Page
  • Agent Performance
  • Company Financial
  • Icons/ Buttons
    • Settings/Goals
    • Dashboard
    • Integration
    • Apps
    • Owner Panel
      • Can invite or exclude team members from widgets
      • Can edit role access
      • Billing access

 

Admin

  • Overview page (all key metrics visible)
    • Live Dashboard Buyer & Seller
    • Conversion Overview
    • Buyer/Seller Pipelines
    • Communication
    • Leaderboard
  • Lead Source Reports
  • Agent Performance
  • Icons/ Buttons
    • Settings/Goals
    • Dashboard
    • Integration
    • Apps
    • Owner Panel
      • View Synched Team Members
      • View Billing

 

Team Leader:

Mid-Level / Supervisory Access

  • Overview Page (team-level metrics)
    • Live Dashboard Buyer & Seller
    • Conversion Overview
    • Buyer/Seller Pipelines
    • Communication Summary
    • Leaderboard
  • Icons/Buttons
    • Team Member Exclusion
    • Dashboard Icon Only



Agent Access:

Individual / Lowest Access Level

  • Overview Page (personal metrics only)
    • Live Dashboard Buyer & Seller
    • Conversion Overview
    • Buyer/Seller Pipelines
    • Communication Summary

 
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.