Pipeline

The pipeline dashboard gives you a high-level overview of your active sales funnel grouped by transaction status. This dashboard shows data in the form of a simple funnel, with listings at the top, followed by pending deals and closed transactions at the bottom. It will load all of the data a user has access to, for agents it becomes an individual pipeline with the ability to see:

  • My Net Income
  • My Sales volume

For admins and ownerswho has access to all commission data, it shows office metrics:

  • Total Office Net
  • Office Sales Volume
  • Office Gross of all your company’s transactions

Data within each section of the funnel is sorted by the corresponding date, expiration date for listings, and the closing date for pending and closed transactions.

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