Overview

The Broker Overview page is the landing tile of the Broker view — a quick read on the agents you manage as a broker, with headline numbers, charts, and recent activity.

Header

Across the top: the title My Broker View, plus a Managing Broker badge if you have managed agents. Underneath, the date the brokerage roster was created.

An Export CSV button on the right pulls the data to a spreadsheet.

Headline metrics

Four metric tiles:

• Active Agents — how many of your roster are active.

• Units — total transaction units.

• Volume — total dollar volume across all transactions.

• Velocity — average transactions per month across the roster.

Click any tile to jump to the matching page.

Below the metrics

• Monthly Performance chart — area chart of recent volume.

• Celebrations & Milestones — birthdays and anniversaries across your agents.

• Recent Sales Highlights — standout closings.

• Kudos — quick recognition cards.

• Active Agents list — the first eight agents, with overflow count. Click a name to open their profile in this view.

• Recent Transactions — the last ten across the roster. Click any one to open it.

If you don't have managed agents

The page shows a friendly empty state ("You don't have any managed agents") and the rest of the broker view is unavailable.