Your Dashboard

The Dashboard is your home base. It's the page you land on right after signing in, and it's the place to come back to whenever you want a quick read on how your business is doing this year.

The Dashboard is organized as a row of tabs across the top:

• Overview — your widgets: gross sales, gross commission, average commission, sale count, cap progress, and whichever extras you've added.
• Your Cap — a deep dive into your cap progress: how much you've paid in, how much is left, and every transaction that contributed.
• Licences — your real estate licences, their provinces/territories, and when they expire.
• Recruiting — your downline at a glance: members, levels, and how they're performing.

Click a tab to switch between them. The URL updates as you go (e.g. /dashboard/agent-cap), so you can bookmark or share a specific tab.

Exporting

An Export CSV button sits in the top right, next to the tabs. It exports whatever data is on the tab you're currently viewing — open the file in Excel, Numbers, or Google Sheets for taxes, year-end review, or pulling numbers into a presentation. The button stays disabled until the tab's data has finished loading.

Tabs in detail

Each tab has its own page in this wiki:

• The Overview tab — what each widget shows and how to customize the layout.
• The Your Cap tab — reading your cap progression and the contributing transactions.
• The Licences tab — managing your active licences and renewing on time.
• The Recruiting tab — your downline performance.