RealDesk now lets you save report filter setups as named views and reuse them from the Reports hub, Brokerage Activity, and Financial Statistics. Use Save as view to store the current filters under a name, then open Manage views to review, edit, or remove saved views. Saved views can be added to the broker or agent dashboard through Customize dashboard, where they appear as report widgets that follow your current scope.
The broker dashboard now supports office, team, and realtor scope filters so you can review brokerage-wide, office-level, or team-level metrics without leaving the page. A new Pipeline widget summarizes open deal income across 30-, 60-, and 90-day horizons.
- Office leads can be assigned on the realtor record so designated agents see office-scoped dashboard and report data. Financial detail follows the office lead permission.
- Agents and team leaders have a Reports page with the same saved-view workflow for the performance reports they are allowed to run.
- Team leaders without full financial access can open scoped Financial Statistics views for their team.