Intelligence Dashboard

The Intelligence page shows you how your business is performing through three key scores that together form your PGIC Intelligence Score — a comprehensive measure of your execution, system usage, and market opportunity.

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Getting There

Click Intelligence in the left sidebar. You’ll see four tabs: Overview, PULSE Details, GANE Details, and MORO Details.

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Your Intelligence Score

Your overall Intelligence Score (0-100) is a combination of three components:

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PULSE — Execution & Consistency

What it measures: How consistently you show up and complete your daily tasks. Your PULSE score improves when you:

• Complete dashboard tasks daily
• Maintain your streak of consecutive active days
• Make steady progress toward your goals
• Log outcomes after activities

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GANE — Predictability & System Usage

What it measures: How well you’re using the tools PULSEIntel Pro provides. Your GANE score improves when you:

• Use multiple features of the platform regularly
• Set up automations in your CRM
• Use templates and campaigns
• Keep your CRM, goals, and settings up to date

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MORO — Market Opportunity

What it measures: The strength of your market position and local opportunity. Your MORO score reflects:

• Local market conditions in your territory
• Supply and demand dynamics
• Price trends in your area
• How your activity compares to market averages

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Overview Tab

The Overview gives you the full picture:

• Overall Score — Your composite Intelligence Score displayed in a large circular graphic with a trend arrow showing if you’re improving or declining
• Three Score Cards — Individual PULSE, GANE, and MORO scores with trend indicators
• Trend Chart — A graph showing how all three scores have changed over time
• AI Insights — Personalized recommendations in three categories:
  • Behavior insights — Suggestions for improving your daily habits
  • System insights — Tips for using PULSEIntel Pro more effectively
  • Market insights — Analysis of your local market conditions
• Forecast — A prediction of your growth trajectory, including projected scores and goal completion probability

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PULSE Details Tab

A deep dive into your execution metrics:

• Your PULSE score with a progress bar
• An activity heatmap showing which days you’ve been most active
• A consistency trend chart tracking your daily habits over time
• A breakdown of your execution across different activity types
• AI insights specifically about your behavioral patterns

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GANE Details Tab

A deep dive into how you’re using the platform:

• Your GANE score with a progress bar
• System usage metrics showing which features you use most
• Automation utilization — How much you’ve leveraged automations
• Trend chart showing your system usage over time
• AI insights specifically about improving your platform adoption

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MORO Details Tab

A deep dive into your market opportunity:

• Your MORO score with a progress bar
• A market snapshot with current conditions in your territory
• Performance vs. market — How your activity compares to market averages
• Trend chart showing market opportunity over time
• AI insights specifically about your market position

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Analytics

The Analytics section gives you a detailed breakdown of your business performance across four areas:

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Performance Analytics

Track your transaction results over time:

• Closed volume and GCI by month, quarter, or year
• Average sale price and days on market
• Comparison periods (this year vs. last year)
• Filter by transaction type (buyer, seller, both)

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Pipeline Analytics

Understand the health of your active deals:

• How many contacts are in each pipeline stage
• Conversion rates between stages (how many leads become appointments, appointments become contracts, etc.)
• Average time deals spend in each stage
• Pipeline velocity — how fast deals are moving overall

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Activity Analytics

See where your time and effort is going:

• Total activities logged by type (calls, emails, meetings, texts, showings, open houses)
• Activity volume over time
• Which activities have the highest correlation with closed deals
• Peak activity days and times

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Lead Source Analytics

Understand where your best clients come from:

• Closed deals and GCI broken down by lead source
• Conversion rates by source (which sources produce the most closings)
• Cost per lead and cost per closing (if you track marketing spend)

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Client Analytics

Insights about the people in your database:

• Client demographics and location distribution
• Average client lifetime value
• Repeat and referral rates
• Engagement scores by contact segment

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Reports

Create, schedule, and share reports to track your business over time.

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Report Types

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Creating a Report

1. Go to Intelligence > Reports
2. Click Create Report
3. Choose your report type
4. Set the date range
5. Apply filters (transaction type, lead source, contact tag, etc.)
6. Click Generate

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Scheduling Reports

Have reports delivered to your inbox automatically:

1. Open any report
2. Click Schedule
3. Choose your frequency (weekly, monthly, quarterly)
4. Enter email addresses to send to
5. Click Save Schedule

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Sharing Reports

Share reports with your broker, team, or clients:

• Export to PDF — Download a formatted report to share as a file
• Shareable link — Generate a view-only link to send to anyone
• Email delivery — Send reports directly from within PULSEIntel Pro

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Saved Reports & Templates

Save reports you run regularly to avoid rebuilding them each time:

• Click Save after generating any report to add it to your saved list
• Access saved reports from the Reports tab
• Create report templates for common configurations and apply them quickly

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How to Improve Your Scores

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Quick Wins for PULSE

• Complete your dashboard tasks every day (even partial completion helps)
• Log outcomes after calls, meetings, and activities
• Maintain your daily streak

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Quick Wins for GANE

• Try a new feature each week (RolePlay, Content Studio, Marketing Hub)
• Set up at least one automation in your CRM
• Use templates for your communications
• Keep your profile and preferences current

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Quick Wins for MORO

• Make sure your market territory is accurately defined in Settings
• Stay active in your defined market area
• Track all your transactions in the CRM

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Refreshing Your Data

Click the refresh button in the top-right corner to update your scores with the latest data. The timestamp next to it shows when your data was last refreshed.