🏠 Understanding Your Shape Dashboard 🏠

Overview

The Shape Dashboard is your central hub for tracking key metrics, monitoring performance, and managing day-to-day operations. Whether you're a loan officer, sales rep, or manager, the dashboard provides real-time insights to help you stay on top of your workflow.

📌 Key Features of the Shape Dashboard

1️⃣ Real-Time Data Overview

• Get a snapshot of your most important metrics immediately upon logging in.
• View leads, appointments, pipeline status, and recent activity all in one place.

2️⃣ Pipeline Insights & Lead Tracking

• Track where leads are in the pipeline using customizable status categories.
• Monitor active deals and identify opportunities that require immediate follow-up.

3️⃣ Task & Appointment Management

• Stay organized with a to-do list of upcoming tasks, calls, and meetings.
• View scheduled appointments and overdue follow-ups to ensure nothing falls through the cracks.

4️⃣ Recent Activity & Team Performance

• See the latest interactions with leads and clients, including calls, emails, and texts.
• Managers can track team performance metrics at a glance.

5️⃣ Quick Navigation to Core Tools

• Easily access lead management, campaigns, reports, and integrations directly from the dashboard.
• Jump into important sections without unnecessary clicks.

🛠️ How to Use Your Shape Dashboard Efficiently

✅ Log in Daily: Start your day with a quick review of your key metrics.
✅ Check for Overdue Tasks: Keep up with follow-ups to ensure no leads go cold.
✅ Monitor Activity Trends: Identify bottlenecks in the pipeline and adjust your approach.
✅ Use Filters & Sorting: Refine your view to focus on specific leads, statuses, or date ranges.

🎯 Final Thoughts

The Shape Dashboard is designed to give you a complete overview of your business operations at a glance. By using the available insights and tools, you can streamline your workflow, close more deals, and improve efficiency.