Introduction

The Dashboard shows you general information and updates within your CRM. This article will provide an overview and explain what is displayed under each section of the Dashboard.

Note: The Dashboard sections available to you may depend on your account Permissions.

Summary

• Dashboards
• Dashboard Breakdown

Dashboards

When first logging into Lofty, the first thing displayed will be the Dashboard. If you are an account owner or admin, you will see both a Company/Office Dashboard as well as My Dashboard. If you are not an admin, you will only see My Dashboard.

The Company/Office Dashboard will display information for the entire Company or Office. 

My Dashboard will only display information for the agent that is logged in.

To navigate to the Dashboard from any other page within Lofty, click on the Lofty logo:

Dashboard Breakdown

The dashboard can be updated to reflect your daily or weekly priorities. The cards displayed on the dashboard can also be rearranged, so the information that is most important to you is at the top.

Dashboard Info Cards

New Updates and Announcements

The New Updates card offers advertising opportunities for your listings and links you to Lofty's latest product update Help Center article.

The Announcements card provides an opportunity to share important announcements with your Company. Learn more about the announcements card here: Dashboard Announcement Board

Today's/Weekly Opportunities

Depending on the board scope, this card will display your high opportunity leads from today/this week.

Today's/Weekly New Leads

This card displays newly acquired leads from today/this week. Click the settings cog wheel to set these leads up with automated communications.

Need Keep In Touch

This card displays leads that have a birthday in the next 2 weeks or in the next month. 

Transactions

The Transactions card reminds you of tasks or important dates related to transactions. Click the settings cog wheel to adjust the notification period.

Today's/Weekly Tasks

This card lists your tasks that are due today/this week.

Appointments and Showings

The Appointments card lists your scheduled appointments and showings for today/this week.

Hot Sheets

The Hot Sheets card allows you to navigate directly to your saved listing hot sheets.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your CRM.

Related terms: Dashboard, birthday card, hotsheets card, appointments card list, task card list, opportunities card list