Read your dashboard: the five tiles and the pipeline

Your dashboard is the first screen Raptor Neo shows after you sign in, and it gives you the view from above: this month’s numbers, your pipeline, today’s diary and the latest moves across your patch. The layout is the same for every user. What changes is whose work it adds up.

Walkthrough video to followAbout 30 seconds over the dashboard, moving across the stat tiles and the pipeline card, then flipping the Personal and Team switch.

Screenshot to followAn agent's dashboard in Personal scope, with the five stat tiles across the top, the Deal Pipeline card, Today's Schedule and the panels down the right.

Personal or Team

The Personal / Team switch, top right, sets the scope for every card on the page at once.

Scope	Available to	It adds up
Personal	Every user	Your work alone: your figures, your diary, your actions
Team, for a Team Lead	Team Leads	Everyone in the teams you lead
Team, for a Super Admin	Super Admins	All users in all teams, agency-wide

Team figures follow the teams as they stand right now. Move an agent into a team and their records start counting from that moment; nothing is added up backwards.

The five tiles

Screenshot to followThe row of five stat tiles close up, from New Contacts on the left to Commission on the right, with the month-on-month change on New Contacts.

Tile	What goes into it
New Contacts	Contacts created in this calendar month, with the change on last month
Upcoming Viewings	Every viewing whose status is Scheduled
Overdue Activities	Activities that have gone past their due time
All Active Deals	Deals still open, in New, Qualified, Viewing, Reservation / Under Offer or Contract
Commission	Commission earned on deals marked Close Won, shown in your workspace currency

Deal Pipeline

Screenshot to followThe Deal Pipeline card, with the total value of open deals and a bar split into stages, each labelled with its number of deals.

This card puts a value on everything still open and shows how it’s spread out, from New through Qualified, Viewing, Reservation / Under Offer and Contract to Close Won / Lost. Each segment of the bar is one stage, sized by how many deals sit in it. View more on the card takes you to the deals behind it.

The Team view

In Team scope the whole page widens out. The tiles total up across your agents, Today’s Schedule turns into Team’s Schedule, and every entry under Recent Viewings and Recent Active Deals gains an Agent: line naming whose it is. A Super Admin’s Team view keeps the same layout and covers the whole agency.

How each figure is counted

The link on each card (View all, or View more on the pipeline) opens the module that holds those records.
On a closed deal, commission is the offer amount times the listing’s split. More in the commission estimate, explained.
Opening a contact or deal from any card still follows your role’s data visibility. See who sees which contacts and deals.