How to Create a Source of Business Widget

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The Source of Business Widget gives you the ability to track which sources are providing you, as an individual or on a brokerage level, the most leads on a weekly, monthly, quarterly, annual, or custom date basis.

Required fields for the widget

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  1. Title: The title you want to name your widget for your Insights board
  2. Widget Period: You can choose from: 
    • Current week
    • Current quarter
    • Current month
    • Current year
    • Custom date
  3. Entity: The Profile you want to see the data for. By default you, it populates to the signed in user. You can change it to company or custom  
  4. Deal Status: You can choose one or multiple deal statuses from the available Zipi statuses
  5. Deal Type: You can choose one or multiple deal types from the available Zipi deal types

What does the widget show?

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This widget shows the Source of Business for the selected deal types with the closing date in the current year that Sonic is part of. 

You can hover over different sections of the pie chart to see the Source of Business and the percentage.  

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Note: The widget takes into consideration all the deals Sonic is part of. Sonic could be the primary agent, just an agent, or even a financial transfer. 

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