Creating a Production Widget

The Production Widget can be used to set your production goals by unit and volume and track how close you are to reaching those goals with each deal that closes.


Getting Started

1. Under the Reporting module, navigate to the Dashboard you want to customize.

2. Click Edit Dashboard, then click the + icon under Add Widget.

3. Select the Widget Type. In this article, we will go over creating the Production Widget.


Required Fields for the Widget

add widget.png

  • Title: The title you want to name your widget for your Insights board
  • Widget Period: You can choose from:
    • Current week
    • Current quarter
    • Current month
    • Current year
    • Custom date
  • Entity: The Profile you want to see the data for. By default, it populates to the signed-in user. You can change it to company or custom
  • Deal Status: You can choose one or multiple deal statuses from the available SkySlope Books statuses
  • Deal Type: You can choose Buyer, Listing, or both
  • Unit Goal: Your goal for the number of deals for the selected profile
  • Volume Goal: Your goal for the Sales Price for the selected profile


What does the widget show?


This widget shows the Unit and Volume goal for deals for the entire brokerage with the closing date within the custom date range.

The Units show the number of deals as a percentage of the goal.

The Volume shows the sum of Sales Price for deals as a percentage of the goal.

Note: The widget takes into consideration all the deals the selected contacts are a part of, whether they are the primary agent, just an agent, or even a financial transfer.


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