Overview dashboard
A company-level CRM dashboard for cash, pipeline, counts, activity stream, upcoming PDCs, and overdue receivables.
Analytics & Dashboards
A real estate analytics dashboard for daily operating decisions.
This real estate analytics dashboard shows the current pulse of cash, deals, leads, activity, PDCs, receivables, conversion, and team performance — then hands off to reports when teams need filtered, exportable detail.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
Overview dashboard
Company pulse before you open a report.
Cash position, active pipeline, customers, leads, contracts, recent activity, upcoming PDC cheques, and overdue receivables stay visible for managers and admins who need the big picture.
CashPipelinePDCsReceivablesActivityContracts
app.irm365.com/dashboard/overview
01Dashboard Group
Four operational dashboards, each with a different job.
IRM365 dashboards are the live pulse of the business: Overview for company health, Deals for revenue, Leads for lead flow, and Activity for team behaviour. Which dashboard a user sees depends on permissions and role defaults.
- Overview shows cash position, pipeline, customers, leads, contracts, activity, upcoming PDCs, and overdue receivables
- Deals focuses on closed deals, closed value, open pipeline value, commission mix, and deal leaderboards
- Leads shows new leads, unassigned queue, funnel conversion, source performance, stale leads, and score distribution
- Activity tracks completion, overdue, reschedule, no-answer, cancellation, outcome mix, type mix, and activity leaderboard
Dashboard groupRole scoped
Overview
Cash, pipeline, customers, leads, contracts, PDCs
Deals
Closed deals, pipeline value, commission mix
Leads
New, unassigned, funnel, sources, stale leads
Activity
Completion, overdue, outcomes, type mix
02Leads & Deals
See flow, conversion, and revenue without running a report.
The Leads dashboard shows whether enquiries are moving through qualification and into opportunities. The Deals dashboard separates revenue tracking from activity tasks, with closed deal value, pipeline value, commission totals, deal types, and agent scope controls.
- Conversion funnel includes stage-to-stage conversion percentages
- Team-performance quadrant compares lead volume and conversion
- Deals dashboard separates closed value from open pipeline value
- Personal, team, and global scope switching controls what managers and agents see
app.irm365.com/dashboard/deals
03Activity Quality
Measure whether the follow-up engine is actually moving.
The Activity dashboard is the behavioural view: total activities, completion rate, overdue work, average time to complete, quality rates, volume over time, outcome mix, activity type mix, and a per-agent activity leaderboard.
- Completion, overdue, reschedule, no-answer, and cancellation rates
- Average time to complete and average call duration
- Volume over time compares total versus completed work
- Agent leaderboard and recent feed load according to role scope
Activity qualityTeam scope
82%
Completion
14
Overdue
9%
No answer
4m 12s
Avg call
Outcome mixSuccessful / Failed / No-answer
04Reports Link
Use reports when the dashboard needs exportable detail.
Dashboards are for live pulse and drill-down. Reports are read-only, pre-formatted analysis pages for money, schedule, and performance data, with filters, paginated tables, column visibility, and export where supported.
- Money reports: cash flow, receipts, payments, invoices, and payables
- Schedule reports: installments, collections, cheques, PDCs, and RCDs
- Performance reports: commissions and commission summaries
- Export to Excel or PDF depending on the report and visible columns
Report filters
This monthBranchAgentStatus
Cash Flowread-only
Receiptsread-only
Installmentsread-only
PDCsread-only
Export
Excel or PDF depending on report.
Capabilities
Dashboard coverage
Dashboards are role-scoped operational views; reports remain the exportable analysis layer for finance, schedules, and performance.
Deals dashboard
A sales dashboard for closed deals, closed value, pipeline value, commission mix, deal types, and per-agent leaderboard.
Leads dashboard
A lead dashboard for lead-flow metrics, unassigned queue, conversion funnel, source performance, stale leads, and score distribution.
Activity dashboard
Completion, overdue work, outcome mix, activity types, quality rates, and activity leaderboard.
Stateful filters
Dashboard filters and date ranges are remembered per user; most widgets refresh on page load.
Report handoff
Drill from dashboard pulse into filtered report/list views when you need exportable detail.
FAQ
Frequently asked questions
Live dashboards cover overview metrics, deals, leads, activity, PDCs, receivables, conversion, and team performance, so managers and agents see current numbers rather than a stale export.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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