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The Insights Dashboard gives you a bird’s-eye view of your stock performance and sales activity. Insights Dashboard

Dashboard Sections

Package Views

Track how many times agents are viewing your packages over time. Filter by date range (7 days, 30 days, 90 days).

Sales Pipeline

See your deals at each stage:
  • Enquiry: New interest
  • Hold: Reserved packages
  • Under Offer: Contracts in progress
  • Exchanged: Completed sales

Stock Health

Monitor your inventory:
  • Packages by status (Available, Hold, Under Offer, Sold)
  • Total available value
  • Pipeline value

Attention Required

Alerts for items needing action:
  • Stalled deals (no progress in 14+ days)
  • Low stock warnings

Stock by BDM

See package distribution across your team with available counts and values per BDM.

Deal Flow

Visual timeline of deal activity over recent weeks.

Recent Activity

Live feed of actions: holds created, offers made, status changes. Use the sidebar to access other Insights views:
  • Agent Engagement: Portal usage stats
  • Top Packages: Most viewed packages
  • Stock Growth: Inventory trends
  • User Logins: Team activity