How does the Snapshot work?
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

The Snapshot gives you a great overview of where your business is at. It's a place to see the big picture and identify trends that happen year after year.

Topics in this article:

  • Locating the Snapshot

  • Understanding the Snapshot Tiles

  • Understanding the Graphs

Use the table of contents on the right side of the screen to jump to a particular topic.

Locating the Snapshot

To locate the Snapshot, go to Dashboards > Snapshot.

Understanding the Snapshot Tiles

ℹ️ Note

You can select different years using the drop-down in the top-right corner. This allows you to see information for past years as well.

This table breaks down what each of the top tiles represents:

Tile Name


YTD Signed

This tile shows how many transactions were signed in the entire selected year.

This is NOT the number of currently signed transactions.

YTD Under Contract

This tile shows many transactions were under contract in the entire selected year.

This is NOT the number of transactions currently under contract.

YTD Closed

This tile shows how many transactions closed in the selected year.

Units Pending

This tile shows how many transactions are currently pending.

Understanding the Graphs

The graphs on the Snapshot page are also flexible. Use the drop-down menus at the top of each graph to customize the data you see. The bars behind the lines are goals, and each line represents a different year of data. If you click on the legend for a year, it will exclude that year from the graph to clean things up.

Using the Graphs to Track Annualized Growth

When viewing the graphs on the Snapshot, you can see annualized growth at a glance. At the top of the graph section, click the "Annually" button.

In the annual view, the line graphs show month-over-month aggregated data. So for example, if monthly numbers were 10 for January, 10 for February, and 10 for March of 2021, the annualized growth graph would show 10, 20, and 30 for those first 3 months in 2021.

In the legend, the percents next to the years show the percentage of growth from one year to the next (see screenshot below). If there was growth, the percent will be positive and the numbers will be green. If there was no growth, the percent will be negative and the numbers will be red.

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