The CEO Dashboard is accessible only by Admin users in Sisu.
The CEO Dashboard provides a clear, high-level view of your team's performance by highlighting the most essential information.
By default, the CEO Dashboard gives you a snapshot of your team's year-to-date closed and forecasted data. Although agents can be selected in the report filter, the data is always presented from the team’s overall perspective.
In this article, we're going to examine each section of the CEO Dashboard so you know where all your numbers are being pulled from.
Sections in the CEO Dashboard:
GCI and Income
Closed GCI: Total GCI from all included transactions that have closed.
Pending GCI: Total GCI from transactions with a future Closed (Settlement) Date and/or a Forecasted Closed Date.
Pending Profit: Total expected income from payments on transactions that have not yet closed but are forecasted to close.
Projected Net Income: Total income received from closed transactions plus expected income from transactions that are forecasted to close.
Net Income: Total income received minus deductions and expenses.
Referrals: Total amount paid toward referral fees.
Deductions & Agent Income: Total amount paid to agents and other entities.
Expenses: Total of all lead source and team expenses. Only appears if scope selection is team.
Lead Source expenses are included if the "Include Lead Source expenses on the Income Report and CEO Dashboard" setting is enabled in Admin > Team Settings > Preferences.
Lead Source expenses are added in Admin > Lead Sources.
Team expenses are added in Admin > Expenses.
Listing and Buyer Avg Prices
Listing Avg. Sales Price: Calculated by dividing Closed and Forecasted Closed Listing Volume by Closed and Forecasted Closed Listing Units. Decimals are rounded up.
Listing Avg. Commission: Calculated by dividing Closed and Forecasted Closed Listing GCI by Closed and Forecasted Closed Listing Units. Decimals are rounded up.
Buyer Avg. Sales Price: Calculated by dividing Closed and Forecasted Closed Buyer Volume by Closed and Forecasted Closed Buyer Units. Decimals are rounded up.
Buyer Avg. Commission: Calculated by dividing Closed and Forecasted Closed Buyer GCI by Closed and Forecasted Closed Buyer Units. Decimals are rounded up.
$ Cash Flow
GCI: This displays the upcoming GCI in 15-, 30-, 60-, 90-, and 120-day increments. This includes Closed and Forecasted GCI for the future. The future data begins “tomorrow.”
Net: This displays the upcoming Net Commission income in 15-, 30-, 60-, 90-, and 120-day increments. This includes Closed and Forecasted Net Commission for the future. The future data begins “tomorrow.”
Seller Information
This box displays Seller data for the year broken down by:
Units
Volume
GCI
The Pending column includes transactions that have a future date (YTD) entered into the Forecasted Closed Date field and/or the Closed (Settlement) Date field but are in various statuses.
The Closed column includes transactions that have a past date entered into the Closed (Settlement) Date field and have moved into the Closed status YTD.
All data points in this section are clickable and will take you to the Transactions page, where you can view the individual transactions that make up each total.
Buyer Information
This box displays Buyer data for the year broken down by:
Units
Volume
GCI
The Pending column includes transactions that have a future date (YTD) entered into the Forecasted Closed Date field and/or the Closed (Settlement) Date field but are in various statuses.
The Closed column includes transactions that have a past date entered into the Closed (Settlement) Date field and have moved into the Closed status YTD.
All data points in this section are clickable and will take you to the Transactions page, where you can view the individual transactions that make up each total.
Monthly Breakdown
This section provides an overview of your Forecasted and Closed transactions broken down by month.
The columns titled Closed represent data from transactions that have reached the Closed status.
The columns titled Pending represent data from transactions that have a future Closed Settlement Date and/or Forecasted Closed Date.
The Net Profit column is calculated as follows: Net Profit = Net Income - Expenses
Data in this section is clickable.
Viewing the Transactions Behind Dashboard Metrics
The metrics shown on the CEO Dashboard are calculated using transaction data from the Transactions Page. Since not all dashboard metrics are clickable, filtering the Transactions Page can help you identify which transactions are included in each number.
To learn more about using filters on the Transactions Page, check out this KB article. 📙