The Dashboard feature lets you track agency and individual performance through interactive, streamlined alternatives to manually generated reports.
Available Dashboards
Three dashboards are currently available:
Key Features
Dashboards automatically reload after 15 minutes of inactivity, making them suitable for office display on TVs. When you apply filters across dashboards, Rex remembers them between visits, so you do not need to reset your filters each time you review the same data.
Information icons (small i symbols) appear throughout the dashboards. Hovering over these icons reveals summaries explaining how automated fields calculate their totals.
Please Note: This is a Professional Package feature. If you cannot access the Dashboards, contact the support team to request a subscription upgrade.
Privileges
Two privileges relate to the Dashboard feature:
- View (Own Data)
- View (All Data)
Super Admins can adjust these privileges by navigating to Settings > Users & Security > Agent name > Privileges. Dashboard privileges are located under the Dashboards section.
