Business Intelligence Settings and Filters

Jenny
Jenny

 

This guide will walk you through your Settings and Filters to help you personalize and manage your team’s dashboard views effectively.

 

  • Access Settings menu on the left panel.

  

  • Settings > Goals: Set monthly targets for Sales, Transactions, and Calls

  

  • Settings > Organization: enable Manually Logged Conversations, Change the Refresh Period, or adjust the Appointment Created Window

 

  •  At-Risk Thresholds automatically flags deals that have stalled based on time in stage 

*Once it passes the max threshold, it drops off to keep this list clean

  • Team Member Filter: shows Active, Inactive, or a specific agent by name to isolate performance data 

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  •  Timeframe Dropdown: Select any custom date range, up to 2 years of historical data.

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  •  Auto Refresh Feature:
    • Screen refreshes every 5 minutes (default setting) to reflect the latest data from integrated systems. This option can be changed under Settings > Organization.
    • Users can also manually refresh the data.

  

 
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.