RealSynch Business Intelligence Dashboard Menu Icons

Jenny
Jenny

 

The RealSynch Business Intelligence Dashboard consolidates your data into easy-to-read widgets, giving you visibility into calls, deals, and conversions. Learn how each widget helps you monitor key performance indicators and improve your team’s efficiency.

 

  • Click the RealSynch logo at the top left to view the menu tab:

 


  • View BI Dashboard to access Lead Conversion Timeline, Transaction Pipeline and Leaderboard

  • View or Create Integrations to manage or configure data integrations between different platforms

  • View Apps to access various applications available in Real Synch Business Intelligence.

  •  Create Custom Leaderboards for team meetings 

 

  • View My Activity to access your own in-person appointments recorded, uploaded and graded by our AI Insights

 

  •  View Conversational Intelligence to check your team’s in person meetings performance. Please take note that this feature is only available for owner, admin and team leader role access. 

  • Manage RealSynch Users and Synced Team Members on Owner Panel button

  • Access Support for any feedback or questions at the bottom corners
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.