SmartTV Dashboard

The SmartTV Dashboard lets you display your team’s performance metrics on any TV or large screen. It cycles automatically between two live dashboards:

• Acquisitions Dashboard – tracks team outreach, calls, offers, and contracts.
• Company Dashboard – shows overall business performance (revenue, deal size, close ratio, etc.).

Every 30 seconds the dashboard automatically switches to the other view, and the data refreshes so you always see up-to-date stats.

🚨 Team Feature – Only available on the Team plan. To upgrade, choose your plan here.

To set up the SmartTV Dashboard

1. Go to Settings → SmartTV Dashboard.
2. Copy the TV Link shown there.
3. On your SmartTV (or computer connected to a TV), open a browser and paste the link.
4. Your dashboard will start cycling automatically.

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Acquisition Dashboard

This view shows team activity and progress toward goals.

• Speed Dials (Top Boxes):
  • Show how close you are to hitting your goals (calls made, offers, contracts, profit).
  • The colors change as you make progress:
    • 🔴 Red = far from goal
    • 🟠 Orange = getting closer
    • 🟡 Yellow = halfway there
    • 🟢 Green = goal met or exceeded
• Individual Tiles:
  • Show each team member’s projected profit from deals under contract.
• Table of Stats for Each Team Member:
  • New Leads Assigned
  • Gross to Net Lead % (healthy leads that aren’t marked dead)
  • Calls Made 📞 (with color-graded goals)
  • Texts Sent 💬
  • Speed to Lead ⏱️ (how quickly you respond)
  • Talk Time 📲
  • Verbal Offers (with color-graded goals)
  • Contracts Sent 📝
  • Contracts Accepted ✅
  • Leads to Contract Ratio 🎯 (how many leads it takes to close a deal)

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Company Dashboard

This view shows your overall company performance.

• Top Stats:
  • Total Revenue 💰
  • Unassigned Revenue
  • Assigned Revenue
  • Close Ratio (%)
  • Average Deal Size
  • Number of Contracts
  • Leads to Contract Ratio
• Transaction Table:
  • Shows selected team members’ transaction data.
  • Great for keeping track of closings and overall deal flow.

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Manager Settings

Inside Team Settings → SmartTV Dashboard, managers can customize:

• Time Period: Weekly, Monthly, Quarterly, or Yearly
• Acquisition Dashboard Users & Goals:
  • Profit Goal
  • Calls Goal
  • Verbal Offers Goal
  • Leads to Contract Goal
• Company Dashboard Users:
  • Pick who should appear in the Transaction Table

💡 Tip: Goals are always set weekly, but the system will auto-scale them if you choose monthly (×4), quarterly (×10), or yearly (×52).