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Sales Portal · FreeSales Portal Pro

Sales Portal Dashboard Overview

Three tabs: you, the market, what’s next.

Your whole operation in three tabs: how you’re performing, what’s selling in your market, and what’s most likely to sell next.

Who can access this? Admins, Managers and Portal Viewers. Sales reps use the Builder Portal and don’t have Sales Portal access. About user roles

The Dashboard moving through its three tabs, with made-up data.

The three tabs

Each tab answers one question. The easy way to remember them: me, the past and the future.

  • My Division (all about me): your traffic, your leads, your reps, and how your homes compare with the market.
  • NHB Market Data (the past): what actually went pending or sold, so you can set smarter prices and incentives.
  • NHB Predictive Trends (the future): AI-powered, real-time buyer and agent signals showing what’s most likely to sell next.

All three tabs live on the same Dashboard page.

Division and time period

Two controls at the top apply to everything on the Dashboard:

  • Division selector: if you manage more than one division, switch at the top of the Dashboard. Each division has its own data.
  • Time period: Last 7, 30 (default), 60 or 90 Days. Each number shows the change from the previous period.

Tab 1: My Division

Your daily driver. Top to bottom:

  • Traffic Charts (free): home impressions, home clicks and leads, with a day-by-day chart. Traffic Charts guide
  • How My Division Compares (Pro): your homes vs the market average in a price bracket, rated above average, average or below average. How My Division Compares guide
  • Leads (free): every lead your division received, including leads that went to reps through Connections, with read receipts. Leads guide
  • Builder Rep Performance (free): every rep ranked by NHB Momentum™. Builder Rep Performance guide

Tab 2: NHB Market Data (Pro)

Everything here is based on homes that went pending or sold on New Home Buddy. The tab has its own Min Price / Max Price selectors in $50K steps, so you can isolate the exact range you compete in.

  • Market Pending Home Snapshot: what the average home going under contract looks like, plus the average incentive package behind it. Snapshot guide
  • Where Buyers Purchased: the zip codes, cities, school systems and communities ranked by homes that went pending or sold. Where Buyers Purchased guide

Tab 3: NHB Predictive Trends (Pro)

The forward-looking tab: live agent and buyer signals, ranked by NHB Momentum™, with a shared Price Bracket selector.

  • Your Most Likely To Sell Homes: your active inventory with the most engagement. Guide
  • Agents Most Likely To Sell A Home With You: agents with the most buyer activity on your homes. Guide
  • Where Buyers Are Looking: the areas with live buyer demand. Guide

Click any home on the tab to open Home Activity: who is driving its ranking. Home Activity guide

Two “Where Buyers…” dashboards, two questions. Where Buyers Are Looking ranks live engagement (the future). Where Buyers Purchased ranks pending and sold outcomes (the past).

Tips

  • Daily
    Check Leads

    A 30-second scan, including the read-receipt pills, makes sure nothing slips past a rep.

  • Weekly
    Review My Division

    Switch to Last 7 Days. Which reps are rising? How do your homes compare this week?

  • Weekly
    Set this week’s priorities

    Most Likely To Sell Homes tells you which homes to act on. Most Likely To Sell Agents tells your reps who to call.

  • Monthly
    Bring Market Data to pricing meetings

    Two minutes on the Market Pending Home Snapshot shows where price, commission, BTSA and closing costs stand on homes going under contract.

  • Pro tip
    Read the tabs in order

    Where you stand, what got homes under contract, then what to act on next. One complete decision loop.

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Need help?

Questions about this or anything else in the Sales Portal? Email jonathan@newhomebuddy.com.

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