MyOps
MyOps
Docs
  • Docs
  • Changelog
  • Feature requests
    • Welcome to MyOps
    • Dashboard Overview
    • My AI

Dashboard Overview

A tour of the MyOps dashboard, the first page you land on: top and side navigation, performance metrics, SMART goal tracking, and the agent leaderboard.

The MyOps dashboard is the first page you land on, giving you a single view of your top navigation, left-hand navigation panel, business performance metrics, and agent leaderboard. This guide tours each area so you know where everything lives.

Key features

  • Top navigation bar with AI questions, notifications, and an account menu

  • Left-hand navigation panel with pinned shortcuts and main sections

  • Center dashboard showing sales volume, units sold, expenses, and net profit

  • SMART goal tracking and an interactive performance graph

  • Agent leaderboard summary and full leaderboard reporting

  • Fully responsive layout that adapts to phones, tablets, and desktops

Getting started

  1. Sign in to MyOps to open the dashboard.

  2. Use the top navigation bar to ask questions, check notifications, or open your account menu.

  3. Use the left-hand navigation panel to move between sections.

  4. Review your performance metrics and leaderboard in the center of the screen.

Top navigation bar

Main menu toggle

The main menu toggle appears as a four-lines icon. Click it to minimize or fully expand the left-hand navigation icons. On smaller screens, this same icon opens the navigation as a collapsible menu so it doesn't take up screen space.

AI bar

The AI bar sits at the top of the screen and is used to ask AI-powered questions. Type your question, then select Ask Maria to submit it.

Notifications

Click the bell icon to view all notifications. Tabs include:

  • Unread Notifications

  • Archived Notifications

Click Settings to manage notification preferences and control what you are notified about.

Account menu

Click your headshot in the top right to open the account menu. It includes:

  • Settings, which opens your account and business settings.

  • Invite & Manage Members, which jumps to team management. This item only shows for Admins, Owners, and Global Admins.

  • Theme, a switch that toggles Light Mode and Dark Mode without closing the menu.

  • Download Our Mobile App, which opens the mobile app page in a new tab.

  • Log Out, which ends your session.

The theme toggle used to be its own sun icon in the top navigation bar; it now lives inside this menu.

Left-hand navigation panel

Pinned actions

Customize quick-access shortcuts to the areas of MyOps you use most.

Main navigation sections

The panel groups your work into main sections:

  • My AI

  • My Team

  • My Systems, which includes Open Houses, Finances, Listings, Contracts, Buyer Needs, and Property

Use the arrow icon to expand or collapse all system items.

Team section

The Team section includes:

  • Vendor List

  • Access Instructions

  • Sales Tracker

  • Shared Notes

  • Password List

  • Tasks

This section can be minimized or expanded using the arrow.

My Classroom

My Classroom sits at the bottom of the navigation panel.

Main dashboard

Performance data overview

The center of the dashboard displays key business metrics:

  • Current Sales Volume

  • Units Sold

  • Expenses

  • Net Profit

Timeframe toggles

View performance data by:

  • Month

  • Quarter

  • Year

SMART goals tracking

If SMART goals are entered, your progress toward those targets is displayed directly on the dashboard.

Interactive line graph

Hover over the graph to view:

  • Month-over-month performance

  • Quarter-over-quarter performance

  • Year-over-year performance

Statistics are shown for all four key metrics.

Agent leaderboard

Summary view

The dashboard leaderboard displays the top six agents and shows:

  • Total sales

  • Units sold

  • Pending sales volume

Account-based visibility

  • Admin Accounts view collective team data.

  • Agent Accounts view individual, agent-specific data only.

Leaderboard toggles

Sort by:

  • Pending Sales Volume

  • Sold Volume

  • Transaction Count

Filter by:

  • Month

  • Quarter

  • Year

How Pending Sales Volume is calculated

Owners and Global Admins viewing team-wide totals see the full value of every pending deal.

For an individual agent, Pending Sales Volume reflects that agent's allocated share of each deal, not the full deal value:

  • If a deal has explicit sales allocations (for example, a 50/50 co-listing split), the agent's volume is their allocated portion, whether that allocation is a flat amount or a percentage.

  • If a deal has no allocations at all, the full volume counts toward the primary listing agent.

  • If allocations do not add up to the full deal, the unallocated remainder counts toward the primary listing agent.

This keeps an agent's Pending Sales Volume consistent between the leaderboard, the main dashboard, and the pending income breakdown on the Finances page, since co-listed or shared deals are no longer counted at full value for every agent involved.

Full agent leaderboard

Click View Full Agent Leaderboard to access detailed reporting.

Agent data displayed

For each agent, the leaderboard shows:

  • Agent Name

  • Average Sales Price

  • Volume Sold to Date

  • Pending Sales Volume

  • Active Listing Volume

  • Total Sales

View options

Switch between List View and Square (Grid) View.

Agent drill-down

Click an agent's headshot to view all closed sales for the year. Details include:

  • Property Address

  • Agent Name

  • Sales Price

  • Status

PrevWelcome to MyOps
NextMy AI
Was this helpful?