If you’re managing a property sales or lettings team and staring at a cluttered, generic dashboard all day, you’re not alone. Out of the box, dashboards in Reapit are fine, but they’re not doing you any favors if you want your team focused and working smarter. This guide is for anyone who’s tired of clicking around for basic info, and wants to set up dashboards that actually help people do their jobs.
Let’s skip the sales pitch and get straight to what matters: how to customize Reapit dashboards so your team can stop wasting time and start getting things done.
1. Get Clear on What Actually Drives Productivity
Before you start dragging widgets around or building complex charts, step back. What does your team actually need to see, every day, to do their jobs better? Don’t just copy what you saw in a demo video.
Take 10 minutes and jot down answers to questions like:
- What info do we check first thing every morning?
- What numbers or lists do we track throughout the day?
- Where do things fall through the cracks?
You’re looking for the real pain points. For most teams, this boils down to:
- New leads or applicants
- Upcoming appointments or tasks
- Deals in progress (and bottlenecks)
- Key performance numbers (calls made, viewings booked, offers out, etc.)
Pro tip: Ask your team what annoys them about the current dashboard. You’ll get better answers than guessing alone.
2. Know What You Can (and Can’t) Customize in Reapit
Reapit’s dashboard tools are… decent. You can do a fair bit, but you’re not getting Tableau-level flexibility or infinite third-party widgets. Here’s what’s actually on the menu:
You can: - Add, remove, and rearrange dashboard widgets (they call them “tiles”) - Set up separate dashboards for different roles (e.g., negotiators, managers) - Configure some widgets to show filtered data (like “my tasks” vs. “all tasks”) - Use built-in charts for common KPIs
You can’t: - Build totally custom visualizations from scratch (unless you get deep into API territory) - Easily embed non-Reapit data sources - Fine-tune every visual detail (font sizes, colors, custom branding)
Don’t waste time hunting for a feature that’s just not there. If you need something completely custom, you’ll need to get your dev team involved or look at third-party tools.
3. Start with the Basics: Cleaning Up the Dashboard
Most Reapit dashboards are too busy by default. Here’s how to make them actually useful:
- Remove anything you never use.
- Don’t be sentimental—if nobody ever looks at “Pipeline by Office” or “Mailshots Sent This Month,” axe them.
- Prioritize what matters most.
- Put lead lists, overdue tasks, and today’s appointments right at the top.
- Group related widgets together.
- Appointments and tasks on one side, leads and applicants on the other.
- Make it role-specific.
- Negotiators probably don’t care about branch-wide target charts. Managers do.
- You can set up different dashboards for different user groups.
Pro tip: Less is more. If it doesn’t help someone take action, it shouldn’t be on the dashboard.
4. Add Widgets That Actually Move the Needle
Don’t just add widgets because they look nice. Focus on things that surface actionable info:
- My Tasks: Shows everyone exactly what they need to do today.
- New Leads/Applicants: Keeps the team focused on fresh business.
- Upcoming Viewings/Appointments: Reduces no-shows and missed calls.
- Deals Pipeline: See where deals are stuck, not just what’s “in progress.”
- Team Leaderboard (if you must): Friendly competition can work, but don’t make it the only thing people see.
Setting up these widgets is pretty straightforward—just use the “Add Tile” or “Customize Dashboard” options in Reapit. Most have filter options so you can show “mine,” “team’s,” or “all branch” data.
What to skip: Pie charts of last quarter’s data. Widgets nobody knows how to interpret. Anything that requires three clicks to get useful info.
5. Use Filters and Views to Keep Data Relevant
One of the most overlooked features: filters. You can set widgets to show only today's tasks, overdue items, or leads assigned to the logged-in user. This keeps dashboards from turning into a wall of noise.
- Filter leads by status: “New this week,” “Uncontacted,” etc.
- Show only overdue tasks: Keeps everyone honest.
- Segment KPIs by negotiator, branch, or team: Useful for managers, not always for front-line staff.
Take five minutes to click through filter settings for each widget. The right filter can make a widget go from “meh” to “actually useful.”
6. Automate What You Can, but Don’t Get Sucked Into Complexity
Reapit lets you automate some dashboard updates—like showing new leads as they come in, or auto-refreshing KPIs. This is handy, but don’t overthink it. Automation should save clicks, not create confusion.
Good uses of automation: - Auto-updating “Today’s Appointments” as new viewings are booked - Red-flagging overdue deals or tasks - Real-time leaderboards (if your team is genuinely motivated by them)
What to avoid: - Overly complex dashboards that update so often nobody trusts what they’re seeing - Triggers that spam people with notifications
If you find yourself building elaborate rules just to make a widget useful, step back. Maybe it’s not worth it.
7. Test with Real Users—Not Just Managers
Here’s where most dashboard projects go sideways: managers set up dashboards, then assume everyone will love them. Reality? Half the team ignores it, and the rest grumble quietly.
- Get 2–3 “power users” to test the setup for a week.
- Ask what’s missing, what’s confusing, and what’s actually helpful.
- Iterate. Don’t be precious—drop anything that doesn’t earn its spot.
If you get feedback like “I still have to click three times to see my appointments,” you haven’t solved the problem yet.
8. Avoid Common Dashboard Traps
A few honest warnings, learned the hard way:
- Don’t chase perfection. You’ll never make a dashboard everyone loves. Aim for “good enough.”
- Don’t overload with numbers. If everything’s important, nothing is.
- Don’t forget mobile. If your team’s out on viewings all day, check how your dashboard looks on a phone or tablet. Reapit’s mobile UI isn’t perfect, but you can at least avoid total chaos.
- Don’t ignore adoption. A dashboard nobody uses is a waste, no matter how clever it is.
9. Document and Share—But Keep It Simple
Once you’ve got a dashboard that works, make a one-page cheat sheet. No one wants to read a manual, but a screenshot with a few callouts (“Click here to see overdue tasks,” etc.) goes a long way. Post it in your team’s chat, print it for the office, whatever works.
And don’t hide how to tweak things. Show people how to add/remove widgets for themselves. The less reliant they are on you, the better.
10. Keep Iterating—Dashboards Are Never “Done”
Set a reminder to review your dashboards every couple of months. Needs change, targets shift, and what was useful last quarter might be pointless now. Don’t wait for people to complain—ask them what’s working and what’s not.
If you do nothing else: Strip out the clutter, surface the important stuff, and make it easy for people to see what they need at a glance. That’s 90% of the value.
Wrapping Up
Customizing your Reapit dashboards isn’t about making something flashy—it’s about making your team’s day a bit smoother. Start small, focus on what people actually use, and don’t be afraid to ditch what doesn’t work. The best dashboards are the ones people barely notice—because they just work.
Keep it simple. Iterate often. And remember, no dashboard will ever replace talking to your team about what’s actually getting in their way.