Listings Dashboard
Buyers & Tenants
Contracts & Deadlines
| Property | Client | Type | Deadline | Status | Sale Price | Commission | Net Comm | Missing Docs | Owner | Notes |
|---|
Team Dashboard
| Task | Assigned To | Due Date | Priority | Status | Notes |
|---|
Lead Pipeline
Admin & Operations
Personal Priorities
Brain Dump
Daily Routines
☀️
Morning Reset (15 min)
1
Open Today tab — review priorities and appointments for the day
2
Check Contracts tab for any deadlines expiring within 48 hours
3
Scan Pipeline — anyone needing a follow-up today?
4
Check Team tab — assign or update tasks for KC and Danielle
5
Add anything from your phone/texts to Today or Brain Dump
6
Check Personal tab — confirm your self-care items for today
🌙
Evening Wrap (10 min)
1
Check off completed tasks in Today tab
2
Move anything undone to tomorrow's priorities
3
Update any listing or buyer notes from showings today
4
Log any new leads in the Pipeline tab
5
Brain Dump anything still in your head, then organize it
📆
Weekly Review (30 min — Monday)
1
Review ALL listings — update status, prices, actions, feedback
2
Review ALL buyers — update where each client stands
3
Audit contracts — any deadlines in the next 14 days?
4
Pipeline review — move leads forward or archive cold ones
5
Marketing plan for the week — what content goes out?
6
Team check-in — assign tasks, clear blockers, celebrate wins
7
Admin cleanup — anything in the backlog that needs handling?
✦
Dashboard Usage Tips
💡
All data saves automatically in your browser. No account needed.
✏️
Click any table cell to edit it directly inline.
🔍
Use the filter buttons on each table to narrow by status quickly.
🧠
Brain Dump is your chaos catcher — paste anything, organize later.
🔄
Reset Day clears today's checkboxes for a fresh morning start.
📱
Mobile friendly — bookmark this in Safari for quick access.