Your Dashboard: The REI Pulse Control Center

⚫️ Your Dashboard: The REI Pulse Control Center

Here we cover the REI Pulse Pro dashboard and what every section is telling you. Open leads, unread messages, acquisition follow-ups, and timeline activity so you can track your KPIs by day, week, or month. It also covers AI Prospector stats, SMS and email campaign metrics, and the Dispositions and Whiteboard sections so you know exactly where your business stands at a glance.

Understanding Your REI Pulse CRM Dashboard

1. Introduction to the Dashboard 0:00

• Overview of the dashboard's purpose.

• Importance of understanding features and resources.

2. Dashboard Overview 0:31

• Breakdown of the dashboard sections:

  • Open Leads: Displays current leads and their statuses.

  • Unread Messages: Alerts for unread conversations.

3. Open Acquisition Follow-Ups 1:09

• Explanation of manual follow-ups with prospects.

• Categories of follow-ups: cool, warm, hot.

4. Timeline Activity Metrics 1:44

• Accessing key performance indicators (KPIs).

• Options to view metrics by different time frames (quarter, week, month).

5. Health of Your Business 2:19

• Example metrics from the last seven days:

  • Total records worked, new leads, active deals.

  • AI Prospector performance.

6. Automation and Follow-Up Sequences 3:15

• Overview of automated tasks performed by the system:

  • Text messages, emails sent, and engagement rates.

7. Tracking Trends 4:07

• Explanation of trailing percentages for performance comparison.

• Color coding for lead generation and acquisition.

8. Manual Actions and Power Dialer 5:01

• Accessing manual actions for lead calls.

• Tracking team talk time and outbound calls.

9. Dispositions Overview 6:00

• Explanation of the Dispo lane and whiteboard for deals.

• Metrics for revenue and deal tracking.

10. Conclusion of Dashboard Functionality 7:08

• Recap of dashboard features and their importance for business metrics.