Overview
The Overview tab on your Dashboard is the at-a-glance snapshot of your business: how much you've sold, how much commission you've earned, where your cap stands, and a few extras you can tune to taste.
The widgets
Six widgets are always on. They're the headline numbers and they can't be removed:
Gross Sales — your total sales volume this year, with year-over-year change shown as an arrow.
Gross Commission — your total commission this year (also year-over-year).
Avg Commission — your average commission per closed transaction.
Sale Count — the number of closed transactions this year.
Cap Progress — a ring showing how close you are to capping. The ring breaks out paid-in, remaining, your cap amount, and the reset date.
Transaction Fees Cap — a second ring tracking your transaction fee cap separately, with the same paid-in / remaining / total breakdown.
Below those are several optional widgets you can show or hide:
Commission Trends — a line chart of monthly commission performance.
Stock Amount — your stock vesting progress as a ring.
Revenue Share — your year-to-date revenue share total and contributing transaction count.
Performance Score — your overall score out of 100.
Transactions by Type — a ring breaking transactions down by type (e.g. listing vs. buyer).
Revenue by Level — a ring showing how much rev share is coming from each downline level.
Monthly Stock Grants — a dual-area chart showing monthly grants and your cumulative total.
Team Performance — only appears if you lead a team. A stacked bar of each team's quarterly contribution.
Customizing your layout
Hover over any widget. A small toolbar fades in at the top-right of the widget with three or four controls (depending on whether the widget is removable):
Grip handle — click and drag to reorder widgets. Drop wherever you want.
Reset layout — puts your visible widgets back into their default order without removing any.
Reset to default — restores the original lineup of widgets and order.
Remove (X) — hides this widget. Only available on optional widgets — the six base widgets can't be removed.
Your layout is saved per browser. You can have one arrangement on your laptop and a different one on your phone — they don't sync. If you ever want everything back to factory defaults, hit Reset to default on any widget's toolbar.
Adding a widget
At the end of your widget grid you'll see a card labelled Add Widget. Click it to open a picker showing every widget you don't currently have. Click one to drop it in, or close the picker if you're just window-shopping. If every available widget is already on your dashboard, the picker will say so.