Heute & Dashboard: der Tag auf einem Bildschirm

BetaVollständig für die ersten Firmen, die es nutzen; Details können sich noch bewegen.

Auf dem Weg des Maklers: Die Firma
Pets, die hier arbeiten: Guide, Scout

Welches Problem das löst: Der Tag beginnt mit zwölf Tabs: welche Anfragen niemandem gehören, worauf die Pets warten, was der Monat bisher brachte.

Kurz gesagt: „Heute“ ist, wo der Tag beginnt: Anfragen, die noch niemand hat, markiert, damit jemand sie nimmt; worauf Ihre Pets Ihr Ja erwarten, in klaren Worten mit Grund; Einrichtungsschritte für Inhaber und Admins. Das Dashboard daneben zeigt die Zahlen des Monats, die erwartete Provision mit Ihrem Anteil an geteilten Deals und wie viel Zeit Ihre Assistenten Ihnen gespart haben.

Was Sie damit tun

Zuerst sehen, was nicht warten kann. Nicht zugewiesene Anfragen, Anträge der Pets mit einem Klick freigeben oder ablehnen, Objekte, die noch nicht marktreif sind.
Eine Zeile auf später legen — „Später“ sagt, bis wann, und lässt sich zurücknehmen.
Den Monat lesen. Zahlungen, erwartete Provision, gesparte Zeit — gemessen mit Ihrer eigenen Antwortzeit, sobald Sie genug Anfragen selbst beantwortet haben, und klar gesagt, ob die Zahl gemessen oder noch geschätzt ist.
Ihr Layout behalten. Das Dashboard öffnet, wie Sie es verlassen haben.

So funktioniert es

Heute entsteht aus den Datensätzen: eine Anfrage ohne Zuständigen, eine Pet-Handlung, die auf eine Entscheidung wartet, ein Objekt, das noch nicht marktreif ist. Ein Makler, der nur eigene Datensätze sieht, sieht nur seine Einträge.

Grenzen und Hinweise

Die gesparte Zeit ist eine Schätzung, bis genug eigene Antworten gemessen sind; der Tagesabschluss sagt, was von beidem gilt.

Neu in dieser Funktion

Die Änderungen dieser Funktion, neueste zuerst — eine Zeile je Änderung, mit der Version, in der sie kam.

App 0.41.0Your day's close now counts time saved with your own measured reply time, and says plainly whether the figure is measured or still an estimate.
Platform 0.26.0The time saved on your day's close now counts your own reply time by hand, once you have answered enough enquiries yourself.
Platform 0.26.0The dashboard's expected commission now shows your share of shared deals, the same figure the board shows.
Platform 0.26.0A broker limited to their own records now sees only their contacts and properties on the dashboard too.
Platform 0.26.0The dashboard's monthly income tile now shows the month's payments instead of always reading zero.
App 0.40.0"Add your first property" on Today now opens the property catalogue with the new-property form ready.
App 0.40.0On a phone, the Today list shows each task's full title, with its actions below it.
App 0.37.6After putting a line on Today off until later, the confirmation shows the right time wherever your device is set.
App 0.37.3"Later" on Today now says until when, and lets you take it back.
App 0.33.17The website now describes Capitality as it is today, with your team and your pets working on one record.
App 0.33.16A brand-new account's Today page now shows where to begin, starting with your company workspace in one click.
App 0.33.14Your dashboard opens with the layout you last left it in, and notification settings show what you chose.
App 0.28.7Objects not yet ready for the market open straight to what is missing, and Today leads with what cannot wait.
App 0.28.7Today and the journal name the teammate who did the work, and never invent one when the work has no owner.
App 0.28.5The team count on the home screen updates on its own as people join or leave.
App 0.28.3Everyday work flows with less guesswork, from live enquiries on Today to clearer offers and due dates.
App 0.28.1Today keeps your firm's day, so snoozed work comes back on time wherever you open the app.
App 0.27.0"Today" gathers everything that needs you into one list you can work through from the keyboard, so mornings start without a hunt.
App 0.25.0In the team view of Today, every overdue or due deal names the colleague it belongs to.
App 0.25.0Workspace names show in full in the company settings, and the dashboard no longer carries a second workspace picker.
Platform 0.15.0The dashboard's activity feed names whoever actually changed a contact, not the contact's owner.
Platform 0.14.2The dashboard can show what is new in your workspace, newest first, instead of repeating the activity feed.
Platform 0.14.2Your personal space's dashboard shows only your own figures, now including the expected commission of your open deals.
App 0.21.0Stories on capitality.io walk through problems from a broker's week in real screenshots, marking plainly what the product does today.
App 0.20.3Dashboard charts appear right away, speak your language, and show every value for a day when you hover it.
App 0.17.2The first-steps card on Today ticks off your first deal only when you put one on the pipeline yourself.
App 0.11.4Dashboard tiles speak of deals and tasks in your language, and each drag handle says what it moves.
App 0.11.4The dashboard's commission figure now says plainly that it covers the whole team's open deals.
App 0.11.4"Heute" opens on your own day, with a switch to see everything due across the team.
App 0.11.1Dark mode now follows you to every device, and dashboard charts stay readable in it.
App 0.11.1The dashboard stays current while it is open, updating as colleagues add or remove deals and contacts.
App 0.11.1The dashboard's activity feed reads like plain sentences, with avatars back and no links to deleted records.
App 0.11.1"Kachel hinzufügen" offers only tiles that fit your business, each with its icon and a short explanation.
Platform 0.7.3The dashboard's activity chart now counts property work, and the feed names the company that changed.
App 0.10.1"Today" is back in the menu, gathering what is overdue, due today and new from your website.
App 0.10.0The dashboard reads like your team's day, saying who did what and linking straight to each deal or contact.
Platform 0.7.0The dashboard's activity feed and chart show what the team actually did, and who did it.

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