Step 1: Open the CEO Dashboard
Navigate to:
Data → CEO Dashboard
Step 2: Review Goal Tracking
The CEO Dashboard tracks performance based on the business goals configured in Goal Settings.
By default, the dashboard displays:
Full Year Goals
Expected Progress
Current Performance
Step 3: Understand Dashboard Colors
Dashboard indicators use color coding:
Green = Ahead of Goal
Red = Behind Goal
Step 4: Review Revenue and Deal Metrics
The dashboard displays key business performance metrics such as:
Revenue Goal
Total Deals
Average Revenue Per Deal
Step 5: Review Pipeline Revenue
Pipeline Revenue includes properties currently under contract inside Transaction Management.
The dashboard displays:
Pipeline Revenue
Number of Pipeline Deals
Total Closed + Pipeline Revenue
Average Revenue Per Pipeline Deal
Average Revenue Per Closed and Pipeline Deal
Step 6: Enable Net Profit Tracking
Net Profit tracking requires:
REsimpli Banking Integration
To enable this:
Go to Goal Settings
Change KPI tracking to REsimpli Banking
Step 7: Review Marketing KPI Metrics
The CEO Dashboard tracks marketing performance metrics including:
Cost Per Lead
Cost Per Qualified Lead
Cost Per Appointment Set
Cost Per Appointment Met
Cost Per Offer
Cost Per Contract
Cost Per Deal
Step 8: Review ROI Metrics
ROI measures:
Total Marketing Spend
Total Revenue Generated
This helps track overall marketing efficiency and profitability.
Result
The CEO Dashboard provides a centralized view of:
Business goals
Revenue performance
Pipeline tracking
Marketing KPIs
ROI metrics
Net profit performance