The Intelligence Dashboard helps you understand how your properties, leads, documents, campaigns, and overall portfolio are performing.
Watch this quick 2-minute video about the Intelligence Dashboard, then explore the definitions below to elevate your CRE marketing strategy.
Filters
The dashboard can be filtered by date range and property type.
Date Range
The selected date range controls most engagement and activity metrics, including visits, leads, document views, CAs accepted, referrals, campaigns, and email activity.
Available options include:
- Last 30 Days
- Last Week
- Custom date range
When a card shows a comparison percentage, it compares the selected period with the previous equivalent period. For example, if you select the last 30 days, the comparison is against the 30 days before that.
Property Type
The property type filter narrows dashboard data to selected property types, such as office, retail, industrial, or other configured property categories.
When a property type filter is selected, the dashboard only shows data for properties matching that type.
Top Tables
Most Active Properties
The Most Active Properties table shows the properties with the highest engagement during the selected date range.
Property Name and Thumbnail
This displays the property name and image associated with the property.
Page Visits
Page Visits in this table means unique visitors to the property website during the selected date range.
A unique visitor is a distinct visitor identified by website analytics. The system primarily uses browser cookies to identify visitors. If cookies are unavailable, it may use device fingerprinting based on browser, device, operating system, language, and related anonymous signals.
This is important: Page Visits are not the same as pageviews or sessions.
For example:
- If one person visits the same property 10 times from the same browser during the selected date range, they are generally counted as 1 unique visitor.
- If the same person visits from a laptop and a phone, they may be counted as 2 unique visitors.
- If multiple people use the same shared device or similar corporate network setup, tracking may not always identify them separately.
CA Accepted
CA Accepted means the number of confidentiality agreements digitally signed for that property during the selected date range.
A CA acceptance indicates that a visitor or lead moved beyond general property browsing and completed the required agreement to access sensitive property information.
Document Views
Document Views means the number of times property documents were viewed online or downloaded.
This includes document interactions such as viewing or downloading brochures, floor plans, property specifications, financial documents, or other property files. Technically, these are tracked as document-related "view" actions and are included in the dashboard’s document download metric.
This is important: Document Views include both online views and downloads.
How to Use This Table
Use this table to understand which properties are generating the most interest.
A property with many Page Visits is attracting attention. A property with many CA Acceptances or Document Views may be receiving deeper engagement from more serious prospects.
You can sort the table by Page Visits, CA Accepted, or Document Views.
Most Active Leads
The Most Active Leads table shows the identified leads with the highest engagement across your properties during the selected date range.
Internal SharpLaunch email addresses are excluded from this table.
Lead Name and Email
This displays the lead’s name and email address.
If the same lead appears across multiple properties, the dashboard deduplicates the lead so the person is not counted as multiple separate leads.
Page Visits
For Most Active Leads, Page Visits means the number of authenticated website sessions by that specific lead.
This is different from Page Visits in the Most Active Properties table.
In the lead table:
- The visitor must be logged in or otherwise identified.
- Each website session counts as a visit.
- Visits can include activity across all properties the lead accessed.
CA Accepted
This shows the number of confidentiality agreements the lead signed.
A lead who has accepted one or more CAs is usually showing a higher level of intent because they have completed a required step to access gated property information.
Document Views
This shows the number of property documents the lead viewed online or downloaded while identified.
This only counts document activity tied to an authenticated or identified lead.
How to Use This Table
Use this table to prioritize sales follow-up.
A lead with repeated visits, accepted CAs, and document views is likely more engaged than a lead who has only visited once.
Dashboard Cards
Property Status
The Property Status card shows the current number of properties by status.
Active
Active properties are live and available for lease, sale, or marketing.
Under Contract / Escrow
Under Contract or Escrow properties are in negotiation, closing, or otherwise no longer fully available.
Draft
Draft properties are being prepared and are not yet live.
Important Note
Property Status is a current inventory snapshot. It is not a time-based activity metric.
The card respects property access permissions and property type filters, but it is not intended to show activity trends over time.
How to Use This Card
Use this card to understand your current property pipeline and inventory mix.
Total Visits
The Total Visits card shows the total number of unique visitors to all accessible properties during the selected date range.
What Counts as a Visit?
A visit in this card means a unique visitor, not total pageviews or total sessions.
If the same visitor returns multiple times during the selected date range, they are generally counted once.
What the Card Includes
- Total unique visitors for the selected date range.
- Percentage change compared with the previous equivalent period.
- A trend chart showing daily visitor activity.
How to Use This Card
Use this card to understand overall property website traffic.
An increase may suggest stronger marketing performance, increased market interest, or successful campaign activity. A decrease may suggest lower visibility, reduced campaign activity, or a need to review promotion strategy.
Top Referrals
The Top Referrals card shows the external websites sending the most traffic to your property pages.
What Counts as a Referral?
A referral is traffic that comes from another external website, such as a listing site, partner site, publication, or other domain.
The dashboard ranks the top external referral sources by visitor count.
What the Card Includes
- The top 5 external referral sources.
- The number of visitors from each source.
How to Use This Card
Use this card to identify which third-party websites are driving traffic to your properties.
Strong referral sources may point to valuable partners, listing platforms, press mentions, or promotional opportunities.
CA Acceptance Rate
The CA Acceptance Rate card shows the percentage of signup page visitors who signed a confidentiality agreement.
How It Is Calculated
CA Acceptance Rate = Total Signed CAs ÷ Total Signup Visitors × 100
The dashboard compares the number of signed CAs with the number of visitors to the document portal signup page.
What This Means
This rate helps show how effectively visitors are converting from the CA signup step to an accepted agreement.
How to Use This Card
A high CA Acceptance Rate may suggest that visitors reaching the signup page are qualified and willing to proceed.
A low CA Acceptance Rate may suggest friction in the signup process, lower lead quality, or a mismatch between visitor expectations and the gated documents.
CA Accepted
The CA Accepted card shows the total number of confidentiality agreements digitally signed during the selected date range.
What Counts as a CA Accepted?
A CA is counted when a user digitally signs a confidentiality agreement.
This is tracked as an "agreed_ca" action in the system.
What the Card Includes
- Total CAs accepted during the selected date range.
- Percentage change compared with the previous equivalent period.
- A trend chart showing CA acceptances over time.
How to Use This Card
Use this card to understand how many visitors are moving into a more qualified stage of engagement.
Because CAs are usually required before accessing sensitive property information, accepted CAs can be a strong signal of serious interest.
Campaign Visits
The Campaign Visits card shows traffic generated by tracked marketing campaigns.
What Counts as a Campaign Visit?
A campaign visit is a property website visit attributed to campaign tracking, such as UTM parameters or SharpLaunch email campaign tracking.
Campaigns may include email campaigns, social media campaigns, paid advertising, or other tagged marketing efforts.
What the Card Includes
- The top campaigns by visitor count.
- Visits generated by each campaign.
How to Use This Card
Use this card to understand which campaigns are driving property traffic.
This can help you compare campaign performance and decide where to focus future marketing efforts.
Total Leads
The Total Leads card shows the cumulative number of unique leads generated over time.
What Counts as a Lead?
A lead is a unique individual who has registered or provided contact information.
If the same person engages with multiple properties, the dashboard deduplicates that person by lead ID so they are counted once.
What the Card Includes
- Cumulative lead count over time.
- Lead growth trend.
How to Use This Card
Use this card to understand whether your property marketing is generating new contacts.
Growth in this chart can often be connected to property launches, campaigns, outreach, or increased traffic.
Document Downloads
The Document Downloads card shows the total number of property document interactions during the selected date range.
What Counts as a Document Download?
Despite the card name, this metric includes both:
- Documents viewed online.
- Documents downloaded as files.
A document interaction is tracked when a user performs a document "view" action. This can include brochures, floor plans, property specifications, financial data, and other property documents.
Important Clarification
Document Downloads and Document Views refer to the same underlying document engagement metric in this dashboard.
So if a user asks, “What is a document view?” the answer is:
A document view is counted when a user views or downloads a property document.
What the Card Includes
- Total document views/downloads during the selected date range.
- Percentage change compared with the previous equivalent period.
- A trend chart showing daily document activity.
How to Use This Card
Use this card to measure deeper engagement with property materials.
A visitor who views or downloads documents is usually showing more intent than someone who only visits a property page.
Email Activity
The Email Activity card shows engagement with email marketing campaigns sent through the platform.
Email Opens
Email Opens means the number of tracked email open actions.
This is counted when an email open is recorded by the system.
Email Clicks
Email Clicks means the number of tracked click actions from property marketing emails.
This is counted when a recipient clicks a tracked link in an email.
What the Card Includes
- Total email opens.
- Total email clicks.
- A trend chart comparing opens and clicks over time.
How to Use This Card
Use this card to understand how recipients are engaging with your email campaigns.
Opens can help indicate audience reach and subject line performance. Clicks are generally a stronger signal because they show that recipients took action after opening the email.
Total Space
The Total Space card shows the current square footage breakdown across your accessible property inventory.
Total Space
Total Space is the total square footage across properties, based on each property’s configured building square footage.
Available Space
Available Space is the square footage currently available, based on availability information stored for each property.
Occupied Space
Occupied Space is calculated as:
Total Space minus Available Space
Important Note
Total Space is not calculated the same way as visits, leads, document views, or other activity metrics.
Space metrics use the latest available property values rather than adding up activity over the selected date range.
How to Use This Card
Use this card to understand the current portfolio space breakdown.
It is useful for inventory planning, reporting, and identifying available space that may need additional marketing focus.
Traffic Sources
The Traffic Sources card shows a high-level breakdown of where property website traffic came from.
Direct
Direct traffic means visitors reached the property website directly, such as by typing the URL into a browser, using a bookmark, or arriving without a known referral source.
Organic
Organic traffic means visitors came from search-related sources where the traffic was not classified as a campaign or external referral domain.
Referral
Referral traffic means visitors came from external websites with identifiable domains.
Email traffic means visitors came from tracked email campaigns or campaign sources classified as email.
Social
Social traffic means visitors came from campaign sources categorized as social or other non-email campaign traffic.
What the Card Includes
- Traffic grouped by source category.
- Visitor count for each category.
- Ranked breakdown by traffic volume.
How to Use This Card
Use this card to understand which broad marketing channels are driving property website visits.
This can help guide marketing decisions, such as whether to invest more in email, referral partnerships, search visibility, or social promotion.
If you have questions, feedback, or want a more in-depth overview of the Intelligence Dashboard for your organization, please contact your Customer Success Manager or email help@sharplaunch.com.