Creating a Source of Business Widget

The Source of Business (or "Source"/"SOB") Widget gives you the ability to track which sources are providing you, as an individual or on a brokerage level, the most leads on a weekly, monthly, quarterly, annual, or custom date basis.

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 Source Widget.

Required Fields for the Widget

• 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

What does the widget show?

This widget shows the Source of Business for the selected deal types with the closing date in the current year for the entire office.

You can hover over different sections of the pie chart to see the Source of Business and the percentage.

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.