Dashboard
The dashboard is your home base. Every deal you’ve analyzed lives here as a card showing the key metrics at a glance.
Deal cards
Each card shows:
- Address / deal name: auto-filled from the document, editable
- Market: city or metro
- Cash flow per month
- Cash-on-cash return
- DSCR
- Pipeline stage: which step in your deal workflow this is at
- Buy box match: a green or red indicator showing whether the deal meets your criteria
Workspace context
The dashboard only shows deals for your currently active workspace:
- Personal workspace: your own deals, not shared with any org
- Org workspace: deals belonging to your organization, visible to all org members
You can switch workspaces using the picker at the bottom of the left sidebar. This keeps your personal research separate from team deals.
Sorting and filtering
- Drag cards to reorder them manually
- Filter by pipeline stage, market, or buy-box match
- Star a deal to pin it to the top
- Search by address or deal name
Viewing a deal
Click any deal card to open the full underwriting view: complete cash flow projections, editable inputs, charts, and links to attached documents.