The five dashboards, explained

Overview

RealNex Insights ships with five dashboards. Each dashboard is opened from its corresponding CRM table, and each one is a single dashboard with multiple pages across the top. This article walks through every dashboard, every page on it, and how to use each one for both the individual broker and brokerage leadership.

The five dashboards (and where they open from):

• Properties dashboard, from the Properties table
• Projects dashboard, from the Projects table (the anchor dashboard)
• Activities dashboard, from the Dashboard Events table
• Lease Comps dashboard, from the Lease Comps table
• Sale Comps dashboard, from the Sale Comps table

If you are new to RealNex Insights, start with Getting started with RealNex Insights first.

Prerequisites

• An active RealNex CRM subscription with RealNex Insights activated
• CRM permissions configured for the records you expect to see
• A modern browser. Works on any device, including iPad.

Properties dashboard

Two pages. Properties for sales transaction work, Spaces for lease transaction work.

Properties page (sales-oriented)

What you see:

• KPIs at the top: Total Properties, Total SqFt, Total Acres, Avg Building Age (Years), Avg Units / Property
• Location: SqFt by market, by sub-market, and on a geographic heat map
• Property Type: property counts, total SqFt, and average assessed value by type
• Acreage: total acres by market and by property type

How to use it:

• Brokers: answer, “Where in my book is the value concentrated?” Use the heat map and Property Type breakdowns to focus sales prospecting on markets and asset classes that justify the call list.
• Leadership: see where the firm’s inventory sits, where it is aging, and which markets carry the most assessed value.

Spaces page (lease-oriented)

What you see:

• KPIs at the top: Total Properties, Owner Occupied, Spaces SqFt, Usable SqFt, Avg Take Rate
• Location: under-construction inventory by submarket, spaces inventory breakdown, rental rate by submarket, usable SqFt by submarket, current occupancy by submarket, and a geographic map of total spaces SqFt
• Property Type: current occupancy and average ask rent by property type

How to use it:

• Brokers (lease): see where leasable inventory is, what is occupied, where take rates are softening, and where rents are holding. Direct your leasing prospecting accordingly.
• Leadership: read the firm’s leasing footprint by submarket and asset class. Spot under-construction supply that is about to hit the market.

Projects dashboard

Projects is the anchor dashboard. If you only use one RealNex Insights dashboard, use this one. It is a single dashboard with five pages across the top: Start Here, Active Projects, Closed Projects, Commissions, and Leads.

Active Projects page

Your live pipeline. The Monday-review page.

• KPIs: Active Projects, Deal Amount, Expected Commissions, Average Probability
• Overall Status: projects by type, projects by status, deal amount by project type
• Commission Details: commission by project type, probability vs expected closing days, by probability bucket
• Property Location: deal and commission by location and property type, plus a geographic property map

Closed Projects page

Your won, lost, and dropped record.

• KPIs: Closed Projects, Deal Amount, Commission Won, Commission Lost, Commission Dropped
• Overall Status: closed projects by type, deal amount, commission amount by project type
• Commission Details: commission won and lost by closure year, by project, and by project owner
• Commission Won by Property Location/Type: where your wins are landing

Commissions page

Commission roll-up across the firm.

• KPIs: Total Projects, Deal Amount, Overall Commission, Participant Commission
• Commission Pipeline: table view of participant org, subsidiary, project name, expected and won amounts by year
• Commission Details: by organization, by subsidiary, by commission type
• YOY Comparison: yearly commission expected vs won, plus YOY cumulative commission

Leads page

The earliest stage of the pipeline.

• KPIs: Total Leads, Expected Commission, Commission Won, Commission Lost, Commission Dropped
• Overall Status: leads by status, by project type, by stage
• Active Leads: aging buckets, probability vs expected closing days, probability bucket distribution
• Commission Win/Loss: yearly commission win/loss, win and change percent over time, reason for loss

The flywheel

Projects do not stop when a deal closes. When you hit Create Comp on a closing project, the comp feeds the Lease Comps or Sale Comps dashboard. Your firm’s comp layer gets richer with every close, and the next pitch is sharper.

Activities dashboard

A holistic view of every logged activity across the CRM. Two pages: Activity and Commissions.

Activity page

What you see:

• KPIs: All Activities, Calls, Meetings, Emails, Others
• Activities to Date: Week to Date, Month to Date, Year to Date trend
• By User: activities by type and user, activity average duration by type and user
• Activity Sub Type: count and average duration of calls, meetings, and other activities

How to use it:

• Brokers: self-check your activity volume against the pipeline you need to hit. Spot effort gaps before they cost you a quarter.
• Leadership: audit activity by user across the firm and read CRM adoption at a glance. Blank charts are a CRM-discipline signal, not a data problem.

Commissions page

Commission activity tied to events. For the full commission roll-up by deal, agent, and type, the Projects dashboard remains the strongest single view.

Note: The Activity page is a holistic view. Filtering activities by participant (rather than activity owner) is a known feedback item being evaluated by product.

Lease Comps dashboard

Closed lease transactions across your firm’s comp database. Three pages: Market Overview, Tenants & Landlords, Lease Rollover.

Market Overview page

• KPIs: Total Transactions, Total SqFt Leased, Total Lease Value, Avg Rent Per SqFt, Median Rent Per SqFt, Avg Lease Term Months
• Current period activity: Current Month, Current Quarter, YTD, T12 (transactions and lease value)
• Volume, Mix and Trends: deal volume and rent rate over the last 10 years, SqFt leased by property type, deals by lease type
• Geographic and Expiry Distribution: top submarkets by activity, lease expiry pipeline, geographic activity map

Tenants & Landlords page

• KPIs: Unique Tenants, Unique Landlords, Avg SqFt per Tenant, Avg Rent per Tenant
• Tenant & Landlord Activity: top tenants by SqFt leased, top landlords by SqFt under lease, tenant concentration
• Agent Performance: top procuring agents by deal count, top listing agents by SqFt represented, top tenants by deal count
• Lease Terms & Market Reach: top landlords by avg rent per SqFt, average rent by state

Lease Rollover page

• KPIs: Re-Lease Events, Unique Spaces Rolled, Avg Lease Term Months, Avg Rent Change %, Median Rent Change %
• Rent Change Rollover: lease term vs rent change, avg rent change by property type, re-lease activity over time
• Lease Terms & Expiry Exposure: avg lease term by property type, lease expiry distribution by year, avg lease term by submarket
• Submarket & Lease Depth: avg rent change by submarket, top properties by re-lease activity, lease depth distribution

How to use Lease Comps:

• Brokers: use Lease Rollover as a prospecting trigger. Spot tenants and landlords whose leases are rolling and reach out with current rent change context in hand.
• Leadership: read agent performance across closed lease activity. Filter by Listing Agent or Procuring Agent to see who is producing where.

Sale Comps dashboard

Closed sale transactions. Three pages: Market Overview, Buyers & Sellers, Holding Period.

Market Overview page

• KPIs: Total Transactions, Total Sale Value, Avg Sale Price, Median Sale Price, Avg Price Per SqFt, Median Price Per SqFt
• Current period activity: Current Month, Current Quarter, YTD, T12 (transactions and sale value)
• Sales & Transactions: total sales and transactions over the last 10 years, average sale price by state, transaction heat map
• Median Price: median price per SqFt over time and by property type

Buyers & Sellers page

• KPIs: Unique Buyers, Unique Sellers, Avg Purchase Price, Avg Deals per Buyer
• Buyer Activity: top buyers by purchase value, most active buyers by transaction count, buyer activity by property type
• Seller Activity: top sellers by disposed value, most active sellers by deal count, average sale price by property type
• Market Tree Map: top markets by unique buyer and seller count

Holding Period page

• KPIs: Unique Properties Resold, Avg Hold Years, Avg Price Change %, Median Price Change %
• Holding Period: average holding period by asset class, holding period trend over the last 10 years, resale frequency by sale sequence
• Price Appreciation: median price appreciation by property type, resale price appreciation trend, median price appreciation by holding period
• Activity: top markets by resale aggregation, top resellers, average holding period by property type

How to use Sale Comps:

• Brokers: use Holding Period to identify owners likely to sell, then prioritize outreach.
• Leadership: read market share by agent and by market across closed sale activity. Filter by Listing Agent or Procuring Agent for production visibility.

Additional Options

Filters and slicers

Each dashboard ships with slicers for the dimensions that matter on that view (team, owner, agent, geography, asset class, date range). Filters in RealNex Insights are independent from CRM filters and reset when switching pages. For details, see Filters, refresh cadence, and what “day-of” means.

Start Here on every dashboard

Each dashboard has its own Start Here tab. Read the Start Here for the dashboard you are on before reaching for support. It answers the most common questions for that dashboard’s use cases.

Tips and Best Practices

• Anchor on Projects. If a colleague asks where to start, point them here.
• Pair Lease Rollover with Properties. Cross-reference rolling leases against the properties and spaces you already cover for the strongest prospecting list.
• Set CRM permissions before you slice. Row-level security flows from CRM permissions. If a leader cannot see a team member’s deals, check CRM permissions first.
• Feed the Comps dashboards two ways. Hit Create Comp on every closing project, and supplement with external data brought into the CRM. The richer your CRM data, the more valuable every dashboard becomes.