Understanding Your Dashboard in Smartr365
Overview
Your Dashboard is the first screen you see when you log in to Smartr365. It gives you a snapshot of your business performance, showing key metrics about your leads, commission, conversion rates, and upcoming opportunities -- all in one place.
Getting Started
Where to find it: The Dashboard loads automatically when you log in. You can also click Dashboard in the left-hand navigation menu at any time to return to it.
Who can access it: You need the "View Dashboard" permission to see the Dashboard. Each widget on the Dashboard may also require its own permission, so you may see different widgets depending on your role.
What You Will See
The Dashboard is split into two columns of widgets. Here is what each one shows:
My Ranking
This shows how you rank against other advisers in your firm for commission. You will see your position and commission value for:
Mortgage Written -- commission on mortgage cases you have submitted
Mortgage Completed -- commission on mortgage cases that have completed
Protection Written -- commission on protection policies you have submitted
Protection Completed -- commission on protection policies that have completed
Total Written and Total Completed -- your overall totals
Top 3 positions are highlighted to help you see where you stand.
My Average Written
This shows the average commission value you have earned at different stages of the sales process:
Average Written Per Product Added -- your average commission per new lead received
Average Written Per Meeting Held -- your average commission per client meeting
Average Written Per Application -- your average commission per application submitted
The number in brackets shows the count of leads, meetings, or applications in that time period.
My Completed Products
This shows what percentage of your cases have completed at each stage, displayed as a bar chart alongside a summary table:
Percent Completed Per Product Added
Percent Completed Per Meeting Held
Percent Completed Per Application
Values are colour-coded: above 70% shows as good (green), below 40% shows as needing attention (red), and anything in between is neutral.
My Conversion Rates
A polar chart and table showing how effectively you move cases through each stage of your pipeline:
New To Meeting -- percentage of new leads that progress to a meeting
Meeting to Decision In Principle -- percentage of meetings that lead to a DIP
Decision In Principle to Written -- percentage of DIPs that become written business
Submission to Completion -- percentage of submissions that complete
Mortgage to Protection -- percentage of mortgage cases where you also wrote protection
Where My Leads Come From
A table showing your lead sources (introducers), with columns for:
Average -- the average number of leads from this introducer
Last 30 Days -- how many leads they sent recently
Change -- whether lead volume is going up or down (shown in green for increases, red for decreases)
Total Leads -- all-time lead count from this introducer
Last Lead -- how many days since their last referral (shown in red if over 14 days)
Totals are shown at the bottom of the table.
Lead Flow
A bar chart showing your daily lead volume over the selected time period. Below the chart you will see:
Total Leads received
Peak Daily Leads -- your busiest day
Number of Days in the period
Average Daily Leads
My Valuable Client Referrers
A table of your top referring clients, ranked by the commission value they have generated. Shows the client name, written commission, and mortgages written value.
This Month's Remortgages Contact Opportunities
A list of your clients whose mortgage deals are coming up for remortgage this month. Shows the client name and mortgage amount, sorted from highest to lowest value. This helps you prioritise which clients to contact about their upcoming remortgage.
Using Time Period Filters
Most widgets have a time period selector in their header. You can switch between:
Last 31 Days -- shows data for the past month
Last 90 Days -- shows data for the past quarter
Changing the time period automatically updates the data for that widget only. The Valuable Client Referrers and Remortgages widgets do not have time period filters as they show all-time and current month data respectively.
Tips & Best Practices
Check your Dashboard daily to stay on top of your pipeline and spot trends early.
Use the "Where My Leads Come From" table to identify introducers who have gone quiet (last lead shown in red means over 14 days since their last referral).
Review your Conversion Rates to identify where cases are dropping off in your pipeline.
Act on the Remortgages Contact Opportunities early in the month to maximise your chances of retaining clients.
Frequently Asked Questions
Q: Why do I see "No data available" on some widgets?
A: This means there is no data for the selected time period. Try switching to "Last 90 Days" for a wider view. If you are a new adviser, data will appear once you start processing leads and cases.
Q: Why can I not see all the widgets?
A: Each widget requires a specific permission. If you cannot see a widget, your firm administrator may not have granted you that permission. Contact your manager or firm administrator to check your access.
Q: How often does the Dashboard data update?
A: Dashboard data refreshes each time you load or navigate to the Dashboard page. The data reflects your current pipeline status at the time of loading.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.