This article is available to active BrokerChamp brokerages and includes setup guides, workflows, and configuration details.
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The dashboard is organized into sections: Top Section: - Welcome message with your name - Quick action button (Start a New Transaction) - Team/Individual view toggle (team leaders only) Statistics Row: - Three cards showing Volume, Units, and Commission - Each card shows All Time, Year, and Month breakdowns Charts Section: - Large volume chart (line graph) - Client sources pie chart Alerts and Transactions: - Transaction Alerts card (if you have missing documents) - Pending Transactions widget - Referrals card (if applicable)
When you first log in: 1. You're automatically taken to the dashboard 2. You see your name and role badges at the top 3. Statistics cards show your transaction totals 4. Charts display your sales trends 5. Any alerts or pending items are highlighted 6. Quick action buttons are available for common tasks This gives you an immediate overview of your business status.