Main Menu: Home Tab

Visualize Your Data Effortlessly. Track prospects, appointments, and pending applications visually in ExactEstate. Customize your dashboard to monitor critical data and receive daily automated reports.

With a fully customizable Dashboard, you can select the data that delivers immediate and relevant insights.

Changing the Layout

Click Change Layout to select either the Standard or Unique Layout of widgets displayed.

Customizing Widgets

Click Change Widget to select preferred widgets to be displayed.  Note, this is unique to the user., different users can have different views.

Click the Red X in the top right of the widget you'd like to change.

Select a new widget to add from the Widget Menu. 

Don't worry about saving! Your Dashboard updates automatically with every change. For a closer look at the details, just click on any widget to jump to its source data or report.