The Sales Dashboard provides a quick, centralized view of key metrics tied to your occupancy-driving, personalized experience tools. The dashboard offers a convenient way to monitor performance and track engagement trends from your browser.
Within the dashboard, you can review:
- Deal stage metrics
- Video engagement
- Video production metrics
- Schedule of tours
To access the dashboard from the home screen, select Sales Tools > Dashboard.
Deal Stage Metrics
Here you can easily review how many prospects are in each stage of the process. Clicking the carrot icon within each tile (>) will take you to a list of the prospects under each stage category.
Video Engagement
This section provides an overview of your video engagement metrics, including:
- Videos Created: How many videos have been created by the sales team.
- Total Deliveries: How many videos have been sent via text or email.
- Unique Video Opens: How many videos were opened by recipient.
- Average Watch Time: Average length of time videos are being watched by recipients.
- Watched first 10 seconds: Percentage of videos watched for the first 10 seconds.
- Watched 50% of Video: Percentage of videos watched at least half way through.
- Watched 95% of Video: Percentage of videos watched almost all the way through.
Weekly Video Production
A graphical look into how many videos were created during the prior week, and on which particular day they were produced.
Sales Staff Performance Metrics
You can view performance metrics by salespeople in your community. This includes:
- How many videos created
- Total time of videos created
- How many delivered
- How many opened
- Avg. Watch time of sent videos
- Tours scheduled
Community Tours
This last section is a calendar where you can review scheduled tours at a month's glance for easy planning. Clicking on any prospect name will take you to that prospect's information card.
Jump to another article to learn more about the Sales Platform:
Sales Platform Overview
Sales Platform Best Practices
Video Library