New Broker Dashboard
Managing brokers now have a dedicated workspace with nine analytics pages, agent management, goal tracking, and comprehensive tools.
Your Broker Dashboard
We've built a complete Broker experience designed specifically for managing brokers. Just like "My Epique" is your personal workspace and "My Team" is your team's home, "Broker" is your dedicated hub!
Switch to Your Broker View
Look for "Broker" in the view switcher at the top of the sidebar. Click it to enter your broker workspace with its own navigation menu tailored for agent management and analytics.
Nine Powerful Pages
Your broker dashboard includes a comprehensive suite of analytics and management tools:
Overview
Your command center showing active agents, total units, sales volume, and velocity at a glance
Recent transactions feed and top agent highlights
Quick access to key metrics with one-click navigation to detailed views
Analytics
Members: Full directory with transaction stats, contact information, and individual agent profiles
Leaderboard: Ranked view of your agents by volume, transaction count, and average deal size
Transactions: Complete transaction history with search and filtering
Volume: Deep dive into sales volume trends with top contributors and distribution analysis
Performance: Track performance metrics over time with historical trends
Velocity: Monitor how quickly your agents move deals from contract to close
Growth: Analyze agent expansion, tenure, cohort performance, and rising stars
Dynamic Date Filtering
Most analytics pages include a smart date picker that lets you filter data by:
Relative ranges such as 30 days, 90 days, 1 year
Specific calendar years
Year-to-date
All-time data
Agent Profiles
Click any agent to view their complete profile with:
Full transaction history and sales volume
Contact information and license details
Performance trends over time
Quick actions for communication
Goal Management (in progress, we want your feedback!)
The Goals page helps you stay on track with intelligent features:
Customizable Targets: Set goals from +5% to +30% above your average
Flexible Baselines: Use all-time averages or year-to-date for more relevant targets
Smart Projections: See where you'll finish the month based on current pace
Progress Tracking: Visual indicators show if you're on track or need to accelerate
Historical Context: View your best months and achievement rates
Persistent Settings: Your goal preferences save automatically across sessions
Celebrations & Sales Highlights
Stay connected with your agents:
Agent birthdays and anniversaries
First sales and major milestones
Recent transaction highlights
Top performer recognition
Export Your Data
Every page includes a CSV export button:
Share reports
Analyze data in spreadsheets
Create custom presentations
Archive historical records
What's New
Broker is now a dedicated view with its own sidebar navigation
Nine analytics pages built specifically for you
Comprehensive volume analytics replacing revenue metrics
Smart date filtering across all major pages
Customizable goal tracking with persistent settings
Agent profile pages accessible throughout the dashboard
Celebrations and milestone tracking for your entire agent list
One-click CSV exports from every page
Real-time performance metrics and projections
Cohort analysis for tracking agent development over time
Official Announcement: