Your Agency dashboard view of the high level metrics and key items happening within your agency.

2. Directly below the greeting will be a sub navigation section showing first "My Dashboard" (article about My Dashboard here) and if applicable, the name of any of agencies you are Owner or Admin of. Agency Collaborators do not have access to the Agency Dashboard. Click on the agency name to open its own dedicated dashboard view.

In this section, you can see:

Why your Month to Date totals might show $0

The Agency Dashboard shows data only for the selected timeframe. If you switch to Month to Date and see $0 — or fewer bookings than expected — it doesn't necessarily mean something is wrong. It may simply mean there are no bookings, payments, or commission entries recorded within the current calendar month yet.

Year to Date will still show the full picture for the year. To confirm which timeframe you're viewing, check the toggle in the upper right of the graphs and switch between Month to Date and Year to Date.
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If your YTD totals look correct but MTD shows $0, and you know you have activity this month, check:
- That the booking dates fall within the current calendar month
- That any commission payments are dated within this month, not a prior one

Use the toggle on the upper right of the graphs to switch between [Month to date] OR [Year to date] views:

Also, a tag of the associated advisor is also shown on each line item. (When you hover over this tag, their full name is displayed)