/
/

The operating system for retail real estate — built for the whole deal team, not just your side of it.

Operations

Customizing Your Dashboard

Your MyDealTeams dashboard is your command center. Customize it to show the metrics, alerts, and information most relevant to your role and responsibilities.

MyDealTeams TeamDecember 8, 20243 min read
Customizing Your Dashboard

Dashboard Widgets

Choose from a library of available widgets — a portfolio map overview, upcoming critical dates, a recent activity feed, a task summary, project status, quick access locations, and team activity — and combine the ones that fit your role.

Customization Options

Make it yours. Drag and drop to arrange widgets, resize them to fit your needs, choose which metrics to display, set default filters and views, and create multiple dashboard layouts for different contexts.

Role-Based Defaults

Different roles need different information. Executives see portfolio-wide KPIs, regional managers focus on their territories, project managers track task progress, and analysts reach for reporting tools.

Quick Actions

Get things done faster with quick actions: add a location straight from the dashboard, use task shortcuts, search across all your data instantly, and jump back to recent items.

dashboardcustomizationproductivity

Ready to put your deal data in one place?

MyDealTeams is purpose-built for retail real estate. See how it replaces scattered tools with one connected workspace.