After your initial log-in, you will be prompted to briefly tour the dashboard. The following are the steps you can take to walk through the tour and familiarize yourself with the system.
Starting the Tour
Welcome to RealDash. We're going to take you on a tour of your Dashboard. In each section of RealDash, look for the help icon by the section's title to start a tour.
Navigate and Work
This is your main navigation where you can get to key sections of RealDash. Click on the arrows to collapse the menu and create more space to work.
Get a snapshot of your complete pipeline. Hover to get a sum of the total value of your pipeline (drafts, leads, pending) and live (active) deals.
See how your deals are performing by viewing the traffic on the deal's website and traffic conversions including Signed CAs and offers received.
Track how many contacts engage in each of your deals.
Always know how your pipeline looks across all asset classes.
Browse all your deals ranked by most recent activity.
All activity across your deals can be viewed in this feed.
See what tasks are assigned to you and your team.
Next, Add a Deal
That completes the tour of the dashboard. Go into the deal section to add your first deal.