How To Use The Dashboard

July 30, 2024•1 min read

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into BILT. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:

Row 1:

Opportunities: Number of Leads in your Pipeline
Pipeline Value: All your leads' total worth
Conversion Rate: Percentage of your ‘WON’ leads/accounts

Row 2:

Funnel: A visual representation of what stages your opportunities are within your Pipeline
Stages Distribution: This is a cycle graph of your Pipeline

Row 3:

Manual Actions: An overview of manual actions
Tasks: A list of assigned tasks for one or all users within your account.

Row 4:

Lead Source Report: Here you can see where your leads came from and what their values are.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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