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Understanding Your Dashboard

The Deals page is your home base in Deal Run. It is the first page you see after logging in, and it gives you a real-time snapshot of every deal in your pipeline. This guide explains every element of the dashboard so you can manage your deals efficiently and always know where things stand.

The Kanban board

Your deals are displayed on a Kanban-style board with columns representing each stage of the wholesale disposition process. Each deal appears as a card that you can move between columns as it progresses. The board reads left to right, from the earliest stage to the final stage.

The Kanban layout gives you an immediate visual of your pipeline health. A board with twenty cards in Active Marketing but none in Offers tells you that your outreach isn't converting. Three deals stacked in Under Contract tells you closings are coming. One glance at the board tells you where your attention is needed today.

Deal stages explained

Every deal in Deal Run moves through five stages. These stages represent the typical lifecycle of a wholesale disposition, from the moment you start marketing a property to the day you close the deal.

Active Marketing

This is the starting stage for every new deal. A deal in Active Marketing means you have built (or are building) a marketing package and are actively reaching out to potential buyers. During this stage, you are typically:

Running investor searches to find landlords and flippers near the property
Skip tracing investors to get their phone numbers and emails
Building and publishing your marketing page with photos, specs, and pricing
Sending email and SMS blasts to your buyer list
Sharing the deal link on social media or in buyer groups

A deal stays in Active Marketing until you start receiving serious interest from buyers who want to see the property in person.

Walkthroughs

Move a deal to Walkthroughs when you have scheduled property showings or virtual tours with interested buyers. This stage represents active buyer engagement -- people have moved past looking at your marketing materials and are now evaluating the property in person or via video.

Track which buyers have visited, their feedback, and any follow-up questions. The deal detail page lets you add notes after each walkthrough so you have a record of buyer sentiment.

Offers

A deal moves to Offers when you have received one or more written purchase offers from buyers. This is a critical stage where you are reviewing terms, negotiating price, and potentially countering. The offers section on the deal detail page shows every submitted offer with the buyer's name, offer amount, and any contingencies or special terms.

If you have multiple offers, you can compare them side by side. The best offer is not always the highest price -- consider the buyer's proof of funds, their closing timeline, and whether they are requesting repairs or inspection periods.

Under Contract

Once you and a buyer have agreed on terms and signed an assignment contract (or a purchase agreement if you are doing a double close), the deal moves to Under Contract. During this stage:

Earnest money has been deposited (or is due)
The title company is working on title search and clearing
The buyer may be completing their due diligence or inspection
You are monitoring the timeline to ensure nothing stalls before closing

The deal detail page will show key dates during this stage: option period expiration, inspection deadline, and scheduled closing date. Keep these dates visible so you can follow up proactively if anything is at risk of slipping.

Closed

The final stage. A deal moves to Closed when the transaction has funded and recorded at the title company. Your assignment fee (or double-close spread) has been paid, the buyer has taken ownership, and the deal is complete.

Closed deals remain on your board as a historical record. You can filter the board to show only active deals or include closed deals. Over time, your closed column becomes your track record -- useful for building credibility with new buyers.

Moving deals between stages

There are two ways to change a deal's stage:

Drag and drop: On desktop, click and hold a deal card, then drag it to the appropriate column. Release to drop it in the new stage. This is the fastest method for quick updates.
Deal detail page: Open the deal by clicking its card. On the deal detail page, use the stage dropdown in the header to select a new stage. The dropdown uses color-coded badges so you can see the current stage at a glance.

Stages move in order, but you are not required to follow a strict sequence. If a buyer calls you directly and makes an offer without a walkthrough, you can jump from Active Marketing straight to Offers. If a deal falls through after going Under Contract, you can move it back to Active Marketing and start remarketing.

Deal cards

Each card on the Kanban board shows a summary of the deal so you can quickly scan your pipeline without opening every deal. A deal card includes:

Property address -- street address, city, state, and zip
Property photo -- the primary photo from your marketing package, or a Google Street View fallback if no photos have been uploaded
Key specs -- beds, baths, and square footage displayed in a compact pill format
Asking price -- the price you have set for marketing the deal to buyers
Deal ID -- a unique identifier (e.g., D-2869) that you can reference in communications
Days in stage -- how long the deal has been in its current stage, which helps you identify deals that might be stalling

Click any card to open the full deal detail page, where you have access to all property data, analysis results, marketing tools, and activity history.

Quick stats

Above the Kanban board, a stats bar shows aggregate numbers across your pipeline:

Total active deals -- the count of all deals not in the Closed stage
Deals by stage -- a quick count of how many deals are in each column
Total pipeline value -- the sum of asking prices across all active deals, giving you a sense of the total potential revenue in your pipeline
Deals closed this month -- a rolling counter that resets monthly, useful for tracking your closing velocity

These stats update in real time as you move deals between stages or add new deals.

Adding a new deal

Click the "+ Add Deal" button in the top-right corner of the Deals page. A modal appears with the address search bar. Type the property address, select it from the autocomplete dropdown, optionally enter the contract price, and click "Create Deal." The new deal appears in the Active Marketing column.

You can also create a deal from any property you search on the Hub page. After the property data loads, look for the "Add to Deals" button on the property detail view.

Navigation from the dashboard

The Deals page connects to every other section of Deal Run. Here is how the navigation works:

Desktop sidebar

On screens wider than 768 pixels, a fixed sidebar on the left side of the screen provides navigation links:

Deals -- the Kanban board (you are here)
Hub -- property search and analysis tools (comps, repairs, margin calculator)
Search -- investor search to find landlords and flippers near your deal
Sell -- marketing packages, deal pages, outreach campaigns, and buyer tracking
Account -- profile, subscription, billing, and settings

Mobile bottom nav

On mobile (screens 768 pixels and below), the sidebar is replaced by a bottom navigation bar with the same five tabs: Deals, Hub, Search, Sell, and Account. The bottom nav is fixed to the bottom of the screen and stays visible as you scroll, so you always have one-tap access to any section.

The active tab is highlighted so you always know which section you are in. Tapping a tab takes you to the top level of that section.

Filtering and sorting deals

As your pipeline grows, you will want to filter the board to focus on specific deals. The filter bar above the board lets you narrow by:

Stage -- show only deals in a specific stage (e.g., only Offers)
Date added -- show deals added in the last 7, 30, or 90 days
Search -- type an address or deal ID to find a specific deal

Sorting options let you order deal cards by newest first, oldest first, highest price, or alphabetically by address.

Dashboard tips

Check your board daily. A quick 30-second scan in the morning tells you which deals need attention today -- a deal that's been in Active Marketing for two weeks with no walkthroughs needs a strategy change.
Move deals promptly. When a buyer says they want to see the property, move the deal to Walkthroughs. When an offer comes in, move it to Offers. Keeping your board accurate makes it a useful tool instead of a stale list.
Use the deal detail page for notes. Every deal has a notes section where you can log buyer conversations, walkthrough feedback, and negotiation details. This is especially valuable when you are running 5+ deals simultaneously and cannot rely on memory alone.
Do not let the Active Marketing column overflow. If you have more than 10-15 deals in Active Marketing, you are probably spreading your outreach too thin. Focus on marketing 5-8 deals aggressively rather than 15 deals passively.

For a deeper look at how the dashboard connects to the full deal workflow, see Your First Deal.