--- title: "Dashboard" slug: "dashboard" updated: 2026-07-31T17:02:13Z published: 2026-07-31T17:08:25Z canonical: "docs.cotality.com/dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard ### Dashboard The Dashboard is the central hub of your Matrix™ experience. It consolidates your most critical daily tools—including client activity timelines, saved searches, contact shortcuts, and market notifications—into a single customizable view, ensuring you stay connected to your business and your clients from the start of every session. Select the chevron to open the portal activity Timeline. Click [here](/docs/dashboard#) to view the Dashboard image. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/dashboard-1.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A02%3A35Z&se=2026-11-06T01%3A02%3A35Z&sr=c&sp=r&sig=ZQnUWrLdYs2lGAX2shXM%2F3HYrGt2NEQjxAfbxIJzlKo%3D) For more information, see [Timeline](/docs/timeline) in the **My Matrix** section. Select the "Edit Dashboard" button to enable, disable and reposition all Dashboard panels. Click [here](/docs/dashboard#) to view the Find Tool search functionality image. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/dashboard-2.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A02%3A35Z&se=2026-11-06T01%3A02%3A35Z&sr=c&sp=r&sig=ZQnUWrLdYs2lGAX2shXM%2F3HYrGt2NEQjxAfbxIJzlKo%3D) The **News and Alerts** panel will not be visible if there is nothing to display. Select a Dashboard Panel to explore. Click [here](/docs/dashboard#) to view the Matrix™ Dashboard image. ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/dashboard-3.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A02%3A35Z&se=2026-11-06T01%3A02%3A35Z&sr=c&sp=r&sig=ZQnUWrLdYs2lGAX2shXM%2F3HYrGt2NEQjxAfbxIJzlKo%3D) ****News & Alerts:** Stay informed on critical system updates, regional association announcements, and important market notices directly impacting your daily operations.** Select an item from the list to display the news or alert content in a modal pop-up window. The **News and Alerts** panel will not be visible if there is nothing to display. ****My Carts:** Quickly access and manage your saved collections of listings, allowing you to easily track, organize, and update properties for specific clients or ongoing projects.** Select a cart link to display all listings currently saved in a recently used Cart. ****Recent OneHome™ Visitors:** Track real-time client engagement by monitoring which contacts have recently logged into their OneHome portal, allowing you to instantly see their latest favorited properties and added notes.** Quickly view a recent OneHome™ visitor’s information by selecting their name. Includes only the 10 most recent Portal visitors within the last 30 days. The time/date stamp indicates when the contact last visited their Portal Hover over an icon for its definition. ****Market Watch:** Gain a real-time, bird's-eye view of your local marketplace by tracking recent listing status changes, price adjustments, and new inventory based on your customized criteria and selected timeframe.** By default, this panel displays the number of listings that have had status or price activity in the entire system – based on the selected Property Type and Timeframe. Select the **Refresh** icon to update the counts at any time. To view activity for your specific Market, see [Market Watch (Customize)](/docs/market-watch-customize) in the **My Matrix** section. ****Stats:** Instantly generate and view dynamic, visual charts of local market trends, pricing history, and inventory metrics to back up your business decisions with hard data.** Select a link to run your saved preset chart statistic. For more information, see [Stats (Save)](/docs/stats-save) in the **Stats** section. ****My Favorite Searches:** Access your most frequently run search queries with a single click, allowing you to instantly view live, updated inventory that matches your specific saved criteria.** Select a link to display the results of your favorite saved search. Manage your favorite search by selecting the **Manage** link located to the right of the saved search name. This panel has a limit of 10 favorite searches. Select **Update All** to view the number of new listings there are for each Favorite Search since the last time the **Update All** link was selected. to create a favorite search, see **Save** under [Action Buttons](/docs/action-buttons) in the **Search** section. ****My Listings:** Provides a direct shortcut to view and manage your entire active inventory, allowing you to quickly monitor status changes, track days on market, and access property details for your current listings.** Select a link to display all your listings (based on status and property type). Each link displays the status, the property type and (in brackets) the current number of listings. ****Concierge:** Review, approve, or reject automatically generated listing matches before they are sent out to your clients, ensuring only the most relevant properties reach their inbox.** Select a client’s name to display all listings waiting on approval before being sent. each link displays the client’s name and (in brackets) the number of listings waiting on approval. A **Concierge Alert** also appears in the Matrix™ header’s notification bell. ****Recent Use Contacts:** Provides an instant shortcut to your most recently accessed or modified clients, allowing you to quickly review their details, check their portal activity, or start a new interaction without searching your full database.** Select a name to display details of a recently used contact. ****Hot Sheets:** Instantly run targeted, time-sensitive searches for a specific area or property type to view the latest market inventory and status changes that occurred within your chosen timeframe.** Select a Property Type to display all listings that have had status or price activity during the specified Timeframe. to view activity for a specific client’s criteria, see [Hot Sheet (Customize)](/docs/hot-sheets-customize) in the **My Matrix** section. ****External Links:** Provides quick access to connected third-party real estate applications, association resources, and integrated member benefits directly outside of the core Matrix™ platform.** Select a link to be redirected to an external website or application.