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SmartTV Dashboard

trevine   Written by trevine    Last updated on

Carrot CRM is your new partner in simplifying real estate lead management!

Did you know? Carrot CRM’s Essential, Scale and Team plans come with included setup support. Our team handles setting up lead integrations for you during a simple kickoff call.

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The SmartTV Dashboard lets you display your team’s performance metrics on any TV or large screen. It cycles automatically between two live dashboards:

  • Acquisitions Dashboard – tracks team outreach, calls, offers, and contracts.
  • Company Dashboard – shows overall business performance (revenue, deal size, close ratio, etc.).

Every 30 seconds the dashboard automatically switches to the other view, and the data refreshes so you always see up-to-date stats.

🚨 Team Feature– The (Feature)  is only available for Premium teams. If you are interested in upgrading, please email billing@investorfuse.com.

To set up the SmartTV Dashboard

  1. Go to Settings → SmartTV Dashboard.
  2. Copy the TV Link shown there.
  3. On your SmartTV (or computer connected to a TV), open a browser and paste the link.
  4. Your dashboard will start cycling automatically.

Acquisition Dashboard

This view shows team activity and progress toward goals.

  • Speed Dials (Top Boxes):
    • Show how close you are to hitting your goals (calls made, offers, contracts, profit).
    • The colors change as you make progress:
      • 🔴 Red = far from goal
      • 🟠 Orange = getting closer
      • 🟡 Yellow = halfway there
      • 🟢 Green = goal met or exceeded
  • Individual Tiles:
    • Show each team member’s projected profit from deals under contract.
  • Table of Stats for Each Team Member:
    • New Leads Assigned
    • Gross to Net Lead % (healthy leads that aren’t marked dead)
    • Calls Made 📞 (with color-graded goals)
    • Texts Sent 💬
    • Speed to Lead ⏱️ (how quickly you respond)
    • Talk Time 📲
    • Verbal Offers (with color-graded goals)
    • Contracts Sent 📝
    • Contracts Accepted ✅
    • Leads to Contract Ratio 🎯 (how many leads it takes to close a deal)

Company Dashboard

This view shows your overall company performance.

  • Top Stats:
    • Total Revenue 💰
    • Unassigned Revenue
    • Assigned Revenue
    • Close Ratio (%)
    • Average Deal Size
    • Number of Contracts
    • Leads to Contract Ratio
  • Transaction Table:
    • Shows selected team members’ transaction data.
    • Great for keeping track of closings and overall deal flow.

Manager Settings

Inside Team Settings → SmartTV Dashboard, managers can customize:

  • Time Period: Weekly, Monthly, Quarterly, or Yearly
  • Acquisition Dashboard Users & Goals:
    • Profit Goal
    • Calls Goal
    • Verbal Offers Goal
    • Leads to Contract Goal
  • Company Dashboard Users:
    • Pick who should appear in the Transaction Table

💡 Tip: Goals are always set weekly, but the system will auto-scale them if you choose monthly (×4), quarterly (×10), or yearly (×52).