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 

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

•  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.