How to Use the REsimpli Dashboard
Step 1: Open the Dashboard
Click the REsimpli logo or Home button in the upper-left corner to access the main dashboard.
Step 2: Review Daily Activity
Use the dashboard to monitor:
Total Tasks
Lead Tasks
New Leads
Open Messages
Internal Inbox Notifications
Step 3: Filter by User
Use the user dropdown in the upper-right corner to view dashboard data for a specific team member.
Step 4: Open Detailed Views
Click any dashboard number or category to open filtered views and detailed information.
Step 5: Monitor Contingencies and Priorities
Track:
Buyer-side contingencies
Seller-side contingencies
Abandoned leads
Hot leads
Unclaimed or unassigned leads
Step 6: Review Lead and Conversion Trends
View lead source performance and conversion trends, including:
Leads added
Offers
Contracts
Communication activity
Step 7: Track Calls and SMS Activity
Review call KPIs, SMS activity, call duration, and communication trends directly from the dashboard.
Step 8: Filter by Date Range
Adjust the dashboard view using preset or custom date ranges to analyze performance over specific periods.
Step 9: Contact Support if Needed
Reach out to REsimpli support if you need help understanding or using dashboard features.