RealSynch Business Intelligence

Owner Panel Overview

Jenny
Jenny

 

  • From your BI Dashboard, go to Owner Panel (gear icon on the left side)

  • Toggle active users to hide inactive users


  • Click each cards that summarize overall platform adoption and user engagement
  • OWNERPANEL2-ezgif.com-video-to-gif-converter

  • Show or Hide Columns

 

  • Click Search to filter your view

 

  • Add a user


Note: Applicable when adding a user who is not an active user in your connected CRM.

  • Use Bulk Invite to send invitations to multiple users at once

 

  • Click export button to download current page or all pages of your report in CSV format

 

 

 
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.