The Dashboard

The Dashboard

The Dashboard, shown when you first log in, is where you can get an instant glimpse into the performance stats of your business.
These graphs and charts will directly correlate to the timeframe you choose at the top.

  1. Click the Settings icon to adjust your yearly target goal.

    1. If you are starting fresh, this should reflect from today’s date through the end of the year.

  2. The Dynamics section will demonstrate the volume of workflow of new contacts, opportunities, and investments generated within the selected time frame.

  3. The Investments Accepted section will demonstrate your progress and closing ratio within the selected time frame.

  4. ​The Performance section will help you track your progress to your yearly goal.