I noticed the dashboard feature has been removed from the CRM platform. The current smart lists system for leads and inquiries isn’t providing the same functionality I relied on for quick overviews and follow-up management.
Is there a plan to reinstate the dashboard or introduce similar features? I’d appreciate hearing about any alternative workflows others have developed.
Thank you for your insights.
Agreed. Why would the dashboard be removed? In addition to @Kenzie.Forget reasons for using, it was also great to use during listing presentations.
Big Mistake in removing the Dashboard.
Morgan, please bring it back.
It made it easy to see what needed to be done and the Metrics at the top of the page were quick to use and provided great information to share with customers.
To get that same information is requiring more work in using the smart list.
Morgan, avoid a street riot in front of the corporate offices. Bring back the Dashboard!
I agree too… Bring it back!
We used the dashboard to see new inquiries. Support said to use smart lists instead however I don’t see a way to make a smart list for new inquiries? Anyone see how to do it?
Hello all,
Thank you for your feedback (it is very valuable and appreciated).
Yes, we did in fact make the decision to remove the “dashboard” from the REW CRM.
I’ll explain the logic but I certainly do welcome feedback (and then I’ll provide you with some context around future plans)
In terms of the logic behind the removal of the dashboard - the vast majority of feedback to us was that it was not being used and was simply another click they had to make to get to the “leads” screen which is where most folks spend their time.
Why were they skipping the dashboard?
The dashboard had 2 components, both of which are available (duplicates) of features that have now been adopted into the new UI.
Primary feature (old dashboard): “New leads” - you could quickly see net new leads and assign them to agents (or if you work leads yourself see the new leads you wanted to work.
The problem with the old feature (dashboard) - the data shown was on very old UI cards that took up a lot of space and the cards themselves provided extremely limited information.
Proposed / new UI solution (best practice)
For new leads, it is recommended you use “smart lists” and you can edit your “default” smart list with much more robust filtering so that you can not only emulate the query that was on the previous dashboard, but you can get far more granular/specific if you so choose.
also in the new UI - administrators (AND agents) can all create their own custom views and decide which data is most important to them to surface and can have us much (or as little) data as possible thus optimizing their experience.
Here is an example visual to explain:
Here is the old UI (Dashboard) for leads you want to potentially deal with. Note the information you see is not customizable or configurable in any way. It’s simply a pre-set list with very limited data.
Here is the leads UI which can be set to show the “exact same leads” - but with a significantly larger amount of data AND is custom configurable.
The question we asked ourselves is which is preferred - it is believed that the 2nd screen is far preferred for most (not all) users. But I’d love to convince anyone who prefers the old version why the new one is superior.
Can Inquiry be added to the Filter Leads drop down menu maybe? The we can add it and “Less than…”
As for the graphing for agent performance metrics - that is available (again in a much more configurable way) in the agents tab - so in a way that is the “agents dashboard”
Vs
As you can see there is far more data filtering options in the 2nd graph and it’s now part of the cohesive UI design (the old dashboard is like 10 years old)
Customizable dimension cards are still there - but you have way more control.
As for future plans - we actually have a very cool proposal / prototype we’re working on and that is the ability to custom configure the UI to blend (turn on / off) various graph types in any area and combine it with various data types
So if you can imagine, the ability in each section to build your own custom dashboards.
So you could have a leads screen that had multiple graphs and multiple data sets.
You could have those graphs open or closed by default
You could determine the sort order/configuration of those graphs and the data tables below them.
This is a project I’m prototyping with @matthutchings @Moriah and the rest of the #marketwatch team and will be available for beta in a few releases (but I can mock it up for you if a visual would help).
For my filters I would use:
“Last Active” - and set it to the last day (or last 3 days) since someone needs to be “active” to make an inquiry
And
“Inquiries” greater than 0
I would then set my sort order to Last Active Descending - I just set this up for you, and for the brokerage as a whole it’s around 40.
On a per agent basis (agents should be the ones dealing with inquiries - their same smart list would show just 1 or two - does that make sense?
If you just wanted to deal with say the leads that were assigned to the brokerage (and not the agetns) you would put in the admin user (like so) and it’s around 5 ordered by last active
I wrote to Support for it yesterday. I was told it was removed, although I saw the Dashboard today. However, it just brings me to the Lead list and I have to hit “Last Active” to bring the latest lead up to view.
EDIT: I just saw Morgan’s posts and will have to try setting it up differently so I can see the newest leads automatically.
Support asked me why I missed the Dashboard and how did I use it? It was my first go-to when I’d get a lead notification. And the newest lead would be the first lead on the top left - I didn’t have to hit any other link to be able to see it.
I guess this old dog will need to learn some new tricks.
Hello Judy, are you aware that you can edit the “default” loading screen for leads?
Meaning if you care the most about “new today” (ordered by newest) for example - you can actually set that as you default so that you don’t have click anything at all?
I have just taken care of that for you (it doesn’t look like you had any smart lists set up at all)
Does this give you the leads / results you were looking for?
Great thanks!
Feedback heard loud and clear Gregory - (want to make sure those folks in this thread know they are being acknowledged)
I am asking the team what it would take to bring it back (for now) at /backend/dashboard (and linked to in hamburger) - waiting for response on that.
Stand by while we process the various pieces of feedback - will update this thread once I have some answers from the team. Might be an easy change
I already did it for you 
Please check your CRM now - it should automatically load newest leads first (going back 7 days but you can easily change that)
Please bring back the dashboard. It’s so much easier to visually see leads that need to be accepted and new inquiries, especially for less tech savvy agents like my partner. 
How about a toggle for people that don’t want to use it?
Definitely bring back the dashboard but build it up and make it better. Do a small overhaul to match the new UI elements and then add features to it as time and budget allows. None of the other CRM’s that I have used in the last 5 years have a comprehensive dashboard like the REW CRM did so I actually thought it was a great tool and a feature that no one else is doing well. Just my 2 cents
Hello all - thank you once again for your feedback - we want you to know we have heard you.
I’ve spoken to the team and they are going to do a patch to bring the dashboard back.
It will be available at /backend/dashboard/ once that patch is ready (myself or @FernandoOrtiz will provide an ETA once available, it will be a little bit as any patch needs to be thoroughly tested).
Once patched, the dashboard will be available via the hamburger menu as before.
I’m going to make a post regarding this feedback on some additional ideas, gaps and feature requests we have uncovered as well as start a discussion on how we can get your feedback on the product upgrades earlier (while in R & D for instance).
We want to make sure we make products that work “for you” - and please know how greatly your feedback is appreciated.
It’s been a while since we had this much passionate and instant feedback and we don’t always get it 100% right - but know we are here to listen, we value your feedback, and in this example - we’re happy to bring back the dashboard for you
Oh, so that’s why it’s showing my most recent leads - and I thought I did it! 
Thanks Morgan.
BTW team - for a quick glimpse (very early) into the future - here’s a preview from one of my super secret custom projects on www.carlycarey.com
Custom configurable screens when you can “enable” (or disable) - graphs, cards, dimensions and also have the data that feeds those cards below
