TRANSACTION ASSISTANT

Dashboard

Pipeline

Transactions by stage, in the same colours as the side panel. Cancelled sits outside the pipeline.

Closings by month

Six months back, six forward.

Closed Scheduled

Income

Closed deals by closing date. Commission is what you entered on each deal.

Transactions

Select a transaction to see its detail and share a client link.

Deadlines

Every outstanding milestone across every open deal, next 45 days.