Getting Started

Your dashboard at a glance

Your dashboard at a glance

When you log in to DispoStack you land on the Dashboard — your command center for the whole business. Here is a quick tour of everything on the page.

Stat cards

Five cards across the top give you live counts for the things that matter most:

CardWhat it shows
LeadsTotal seller leads in your workspace
Active DealsDeal rooms in Evaluating, Under Contract, Marketing, or Assigned status
BuyersActive buyers on your list
Open TasksTasks that are still open
Pipeline $Sum of assignment fees across all open transactions

Click any card to jump to that section of the app.

This week

A three-column strip below the stat cards shows how busy your team has been since the start of the current week:

  • New leads — with an arrow and percentage showing week-over-week change
  • Tasks done — completed tasks from your team this week
  • Offers sent — offer records created this week

Lead pipeline

A mini bar chart showing how many leads are sitting in each stage right now (New, Contacted, Qualified, Appointment, Offer, Contract, Closed). Small percentages between stages show how many leads converted from the stage above.

Needs attention

Flags things that may be falling through the cracks:

  • Overdue tasks — open tasks whose due date has already passed
  • Stale leads — active leads with no activity in 7+ days
  • Stale transactions — deals sitting in the pipeline for 14+ days

When everything is on track this card shows a green "All clear" state.

Getting started checklist

Only visible until you complete it, this checklist walks you through the four key setup steps: adding a lead, creating a deal room, adding buyers, and inviting your team.

Need more detail?

The Full analytics link in the "This week" card takes you to the full Analytics page with charts, time range selectors, and deeper KPIs.

Still need a hand? Use the chat in the corner or contact our team.