A high-level view of the business — contracts signed and closed, revenue closed, average revenue per deal, and lead performance including assigned active leads, daily leads touched, and qualified lead rate. It also covers the acquisition side and the transaction pipeline. ▶ Company Dashboard Overview and TV Mode — 0:19

A live display of your CRM activity, designed for a screen in the office. It refreshes about once a minute. ▶ Company Dashboard Overview and TV Mode — 0:59

From the Company Dashboard, click the TV Mode button on the right. Click the button on the right again to exit. ▶ How to Switch to TV Mode in CRM — 0:00

Check the date filter first. The Company Dashboard defaults to the current year, and TV Mode inherits whatever period the dashboard is on. ▶ Company Dashboard Overview and TV Mode — 0:53

The present year. You can change it to a date range, today, this week, or this month. ▶ How to Use Leaderboard Filters — 0:21

Almost certainly not — check the period. The leaderboard opens on the full year rather than the current month. ▶ How to Use Leaderboard Filters — 0:21

Yes. Uncheck the ones you do not need — revenue generated, outgoing calls, emails sent, SMS, appointments and the rest. This changes only your view. ▶ How to Use Leaderboard Filters — 1:21

Click the arrow beside the Revenue Generated column — the first column beside the title. It sorts descending or ascending. ▶ How to Sort the Leaderboard by Revenue — 0:00

Click the arrow beside Outgoing Calls. ▶ How to Sort the Leaderboard by Outgoing Calls — 0:00

Click the arrow beside the Email Sent or SMS Sent column. ▶ How to Sort Your Leaderboard by Messages — 0:00

Yes. Every column has the same arrow beside its heading. ▶ How to Sort the Leaderboard by Outgoing Calls — 0:00

Check whether their leads have email addresses. A lead with no email address is skipped by anything that sends email, so someone on a phone-only list will always look low. ▶ How to Sort Your Leaderboard by Messages — 0:00

No. The daily productivity summary email is not available in 6.0, because multiple customisable pipelines and statuses made the existing template unworkable. A more universal productivity summary is planned for a future update. (Day 1 and Day 3 Webinars)

Use the Communication KPIs dashboard, which shows call and SMS KPIs and can be filtered by user and time period. The communication log also shows individual sends. (Day 3 Webinar, Sept 10)

Yes. (Day 4 Webinar, Sept 11)

Yes. The redesigned call log filters on call duration, call connected, answered by, made by, date, contact type, user, campaign, first-time or repeat caller, pipeline, and AI calls. Saved filters are included. (Day 3 Webinar, Sept 10)

It does not count as a live connection, but it does count toward talk time. REsimpli cannot always reliably distinguish a human answer from a voicemail. (Day 4 Webinar, Sept 11)

The Lead Manager dashboard only counts leads that have a Lead Manager assigned, and the Acquisition Manager dashboard only counts leads with an Acquisition Manager assigned. The Company and CEO dashboards capture everything regardless. (Day 4 Webinar, Sept 11)

Not at launch. Goal Setting is annual and business-wide. Per-campaign, per-month and per-team-member goals are planned, but they have to roll up to the same annual total, which makes it a larger piece of work. (Day 2 and Day 4 Webinars)

No. Dashboards cannot be printed, shared, or exported, because each one draws on several different data sources rather than a single table. Use the Open API if you need the underlying data. (Day 4 Webinar, Sept 11)

Dashboards are deliberately universal — company level, marketing level, and employee level — so they work regardless of how many pipelines you create. Use the Open API for genuinely custom reporting. (Day 4 Webinar, Sept 11)

The Daily Update Dashboard and Lost Deal Dashboard flag recently sold properties, MLS listings, and other property changes. (Day 3 Webinar, Sept 10)

The company dashboard shows properties that have received at least two offers. (Day 2 Webinar, Sept 9)