Michael's Dashboard
See which agents have overdue follow-ups, open tasks from listing and under-contract checklists, meeting action items, and showing feedback—all in one place. Assign clients to agents so accountability is clear.
Tap a tile to jump to the matching section below.
Listing Health
Active listings across your office — updated in real time.
| Property | Advisor | Days on market | Showings | Interest | Health | Action |
|---|
No active listings found. Listings appear here once their launch date has passed.
Advisor Activity
Advisor platform activity — current month
| Rank | Advisor | AI tools used | Appointments prepped | Clients assigned | Last active | Engagement |
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Inactive advisors (0)
| Advisor | Joined |
|---|
Seller listings — buyer heat
Likelihood signals from showing feedback: interest level, showings in the last 14 days, and open showing follow-ups.
| Heat | Listing | Agent | Showings (14d) | Peak interest | Latest interest | Last showing | Showing follow-ups |
|---|
No seller listings match this filter.
Trends
Week-over-week snapshot.
Workload balance
Open follow-ups per agent vs client count.
| Agent | Clients | Open | Overdue | Open / client |
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Agent scorecard
Open follow-ups and compliance by assigned agent. Lower overdue count = higher score.
| Agent | Clients | Open | Overdue | Due today | Done (7d) | Compliance |
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Add agents in the Agent Registry, then assign customers below.
Assign clients to agents
Agents come from your Agent Registry. Assign clients here to track accountability on this dashboard.
| Client | Type | Assigned agent |
|---|
No customers yet. Add customers first.
Weekly agent follow-up digest
Automated follow-up summary for each active agent — overdue items, due today, and top open tasks. Delivered every Monday at 7:00 AM Pacific.
Next run: —
Run history below includes scheduled Monday sends and manual runs from this dashboard.
| Date and time | Agents processed | Emails sent | Errors | Dry run? |
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No follow-up digest runs recorded yet.
Dry run preview
| Agent | Would send? | Reason |
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