Dashboard Components

 The new Dashboard Components will allow you as an agent to quickly access relevant information and act upon it. Among them are:

  • Marketing Health
  • Contact Database Health
  • PB Activity Overview

These components are being rolled out in current and future releases. 

Configuration

Go to "Edit Page" on your Home Page (or any other page)

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Drag and drop the Managed Component you wish to add: "PB Marketing Health" or "PB Contact Database Health" onto the Page layout. For some components you will be able to add additional settings. For Marketing Health you can select up to 8 automations like Drip Campaigns or Action Plan Names; for Contact Database Health you can select up to 8 fields on the right to display in the respective charts. You can select up to 8 charts per component, per page you add them to. You can select more than one component per page.

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Click "Save" to save your progress, then go back to the home page to view the chart.

 

General settings

In the Control Center section "Dashboard Components" you can change the Primary and Attention colors of your components. 

Changes made here apply to all users in your Propertybase account.

Make sure to click "Save Changes" for your changes to go into effect.

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Please see the tabs specific to the dashboards for further instructions. 

Marketing Health

Functionality

This component shows the percentage of your Contact Database on a given Marketing Automation in a component on your home page. When you click on a graph you can quickly add all other Contacts to these automations. The number in color shows all your own contacts that are on an automation (Drip Campaign, Action Plan, Recurring Email) with the respective name. Clicking on a graph takes you to a list of your contacts that are NOT on that automation.

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Adjust Thresholds for Graphs

Go to the "Control Center" - "Dashboard Components" and there to the Tab "Marketing Health". In this section you can change the threshold percentage that defines when an automation is shown in the attention color. If the number of contacts that have an automation with the same name is lower than the threshold, the graph is shown in the attention color.

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Contact List

When you click on a graph you get to a list of contacts that do NOT have this automation yet. You then have the option to put them on a Drip Campaign, send them an Email or add them to a static list.

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The columns and sorting of this list can be configured in the Control Center section "Record Managers". More information on record managers can be found here.

 

Contact Database Health

Functionality

This component shows the percentage of your Contact Database on a given Lead Stage in a component on your Home page and any other page you wish to add it to. You can add or change contact fields when you go to "Edit Page", select the component and have a look to the right side.

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The number in color shows all of your own contacts where the selected field is filled. You can also filter to see only one specific Lead stage in the top right filter dropdown. This filter will show all lead stages (field: pba__Stage_pb__c) that are active picklist values.

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Adjust Thresholds for Graphs

Go to the "Control Center" - "Dashboard Components" and there to the Tab "Contact Database Health". In this section, you can change the threshold percentage that defines when an automation is shown in the attention color. If the number of contacts that have the field filled is lower than the threshold, the graph is shown in the attention color.

 

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Contact List

When you click on a graph you get to a list of contacts that do NOT have this automation yet. You then have the option to add them to the selected lists. 

The columns and sorting of this list can be configured in the Control Center section "Record Managers". More information on record managers can be found here.

Beta: Activity Overview

Functionality

This component shows the current and overdue Propertybase Tasks. The initial display contains the following information per task:

  • Task Title
  • Task Date
  • Task subject or description
  • The Whatid and/or Whoid that is tied to the task (related Contacts, Listings, Transactions etc.).

To show each Task has been completed you can select the checkmark to the left of the Task:

This will strikethrough the task to show it has been done. 

 

To edit a Task, simply click the pencil next to the Task:

Once in edit mode, you'll see where you can change the details of the Task:

Once you are done, don't forget to Save!

 

 

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