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Analyze Company Health With Sift Dashboards

Sift dashboards make company progress easy to read

https://youtu.be/AfVWlIU-N4U

What Are Sift Dashboards?

Dashboards give you a real time performance view of your entire business.

Instead of manually compiling reports across leads, contacts, tasks, and deals, dashboards automatically surface your most important KPIs in one place.

Each dashboard contains multiple report widgets that visualize your CRM activity using charts, tables, and KPI metrics.

See your business performance instantly:

  • Leads generated
  • Conversion rates
  • Tasks completed
  • Offers submitted
  • Active contracts
  • Closed deals

Every metric is calculated directly from your CRM data so you always know exactly how your business is performing.

How Dashboards Work

Dashboards are available directly inside your DataSift navigation and organized by key business functions.

Each tab contains multiple KPI widgets showing real-time performance metrics.
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Lead Management

Track how leads move through your pipeline.

  • New leads created
  • Lead qualification rates
  • Conversion performance
  • Lead source breakdown

Contact Statistics

Understand how your contact database is growing and performing.

  • Contact growth
  • Owner vs property insights
  • Engagement trends
  • Contact activity metrics


Tasks

Monitor operational performance across your team.

  • Tasks completed
  • Tasks overdue
  • Task completion by user
  • Team productivity metrics


Offers & Deals

Track deal flow across your pipeline.

  • Offers submitted
  • Active contracts
  • Closed deals
  • Revenue performance

Visual KPI Reports

Each dashboard displays data using easy-to-read report formats.

These reports allow you to quickly identify trends and performance changes across your business.

Analyze Performance Over Time

Dashboards include a global period selector so you can instantly analyze performance across different timeframes.

Every report automatically updates based on the selected timeframe.

Why Do You Need Dashboards?

Most real estate investors operate without clear visibility into their business performance.

Leads are coming in.
Tasks are being completed.
Deals are moving forward.

But there’s no clear view of what is actually working.

Dashboards turn your CRM data into actionable business intelligence.

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Know Your Numbers

Instantly understand the metrics that drive your business. Optimize your decision making process
How many leads did we generate?
How many deals are under contract?
Which marketing channels convert best?

Improve Team Performance

Quickly evaluate team performance. Analyze their calls, tasks, leads and deals. Identify top performers and coaching opportunities instantly.
Calls completed
Tasks finished
Direct Prospecting

Prevent Deals From Falling Through

Dashboards highlight stalled activity across your pipeline. This visibility helps you resolve issues before deals are lost.
Tasks are overdue
Leads are not converting
Deals are stuck in contract

Run Your Business With Data

Dashboards bring operational visibility to the front page of your Sift CRM. This keeps company metrics and performance top of mind ensuring you make data backed decisions

Proven Results: Real Case Studies

Investors Doing Deals Consistently Every Month
The DataSIFT team want to just hop on here and thank you for the release of SIFTMAP. The not having to go back and forth between PropStream or PropWire and any of these other platforms, just to get basic info is a huge advantage. Saving me an extra couple hundred bucks a month, and that way I can put it towards more direct mail in the system, as well as obviously saving a bunch of hours every week and just focused on revenue generating stuff.

John Ramos

DataSift User

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Highlights

Better Deals.
Better Margins.
The Sift Way!

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