Your dashboard

The Dashboard is your morning check-in:

• Referrals in Pipeline: the big number is how many referrals are open. Under it: referral fees pending, fees earned this year and referrals closed this year.
• Tasks: what's due, with New Task and Upload beside it.
• Closing Soon: referrals Under Contract with a closing date coming up.
• Referral Pipeline: every referral by stage, with each stage's count and referral fees. Drag a card to change its stage. A stage with more than two cards shows Show N More.