Overview
Complete guide to navigating your Panda IDX dashboard. Learn every section including Pages, CRM, Analytics, Stories, Integrations, and Settings. Master your real estate website control center.
Dashboard Overview
Your Panda IDX dashboard is your command center for managing your real estate website, leads, and business. This guide shows you where to find everything you need.
Dashboard Layout
| Component | Location | Purpose |
|---|---|---|
| Top Navigation | Header | Main menu, notifications, user profile |
| Side Navigation | Left (contextual) | Section-specific quick actions |
| Main Content | Center | Dynamic content (cards, tables, editors) |
Main Navigation Sections
Dashboard (Home)
Path: /dashboard
Your main control center with key metrics and quick actions.
What You'll See:
- Welcome message with quick tips
- Key metrics (visitors, leads, conversion stats)
- Recent activity (contacts, form submissions, liked properties)
- Quick action shortcuts
- Important notifications and alerts
Pro Tip: Customize your dashboard by rearranging widgets based on your priorities.
Pages
Path: /pages
Your website builder and content management hub.
| Page Type | Purpose |
|---|---|
| General Settings | Header, footer, logo, branding, SEO, custom CSS |
| Home Page | Hero section, featured listings, about me, CTAs |
| Profile Page | Bio, credentials, contact info, statistics |
| Contact Page | Contact form, location map, hours |
| Area Libraries | Neighborhood guides, amenities, schools |
| New Developments | Pre-construction properties, floor plans |
| Off-Market Listings | Exclusive properties, pocket listings |
| Team Page | Team member profiles and bios |
Available Actions: Create, edit, preview, duplicate, delete, publish/draft pages
CRM
Path: /crm
Customer relationship management hub for contacts, conversations, and deals.
CRM → Contacts
Path: /crm/contacts
Key Features:
- Add contacts manually or via import
- Track contact source and behavior
- View liked properties and saved searches
- See email open/click history
- Add notes, tasks, tags, and segments
- Filter by source, date, tags, engagement
CRM → Inbox
Path: /crm/inbox
Key Features:
- Unified inbox for all contact emails
- Thread view (full conversation history)
- AI-powered reply suggestions
- Email templates for common responses
- Track email opens and clicks
- Real-time notifications
Email Status Indicators: Sent, Delivered, Opened, Clicked, Failed
CRM → Transactions
Path: /crm/transactions
Key Features:
- Kanban-style pipeline boards
- Drag-and-drop deal management
- Multiple custom pipelines
- Track commission and close dates
- Add notes and documents to deals
- Set reminders and tasks
Default Pipeline Stages: Lead → Showing Scheduled → Showing Complete → Offer Submitted → Under Contract → Closed
Pro Tip: Create separate pipelines for buyers and sellers to track different workflows.
Likes
Path: /likes
Track which properties your website visitors have liked or favorited.
Features:
- See trending properties (most liked)
- Identify buyer preferences
- Follow up on liked properties
- Track engagement patterns
Saved Searches
Path: /saved-searches
View all saved property searches from your website visitors.
Key Information:
- Complete search criteria (location, price, beds/baths, property type)
- How many properties match
- Email alert frequency settings
- Contact owner directly
How It Works: Visitor searches → Saves criteria → Sets alert preferences → Receives automatic emails for new matches
Collections
Path: /collections
Curated property lists created by website visitors.
Common Uses: Favorite properties, properties to show spouse, investment opportunities, comparison shopping
Stories (Blog)
Path: /stories
Your content marketing and blogging platform.
Key Features:
- Write and publish blog posts
- Schedule posts for future publication
- Add images, videos, and links
- Organize with categories
- SEO optimization fields
- Featured story highlighting
- Multi-author support
Content Ideas: Market updates, neighborhood guides, home buying/selling tips, local events, property spotlights
Pro Tip: Publish consistently (1-2 posts/week) to improve SEO and establish authority.
Analytics
Path: /analytics
Track website performance, visitor behavior, and lead generation.
Key Metrics:
- Visitors (unique users)
- Views (total page views)
- Leads (form submissions)
- Conversion rate (visitors → leads)
- Bounce rate, avg. session duration
Available Data:
- Most visited pages
- Traffic sources (referrers)
- Geographic distribution
- Operating systems and browsers
- Custom event tracking
- Lead captures with details
Date Ranges: Last 7 days, 30 days, 90 days, custom range
Learning Center
Path: /learning-center
Access training resources, tutorials, and best practices.
Available Resources: Video tutorials, documentation, best practices, webinars, FAQs
Integrations
Path: /integrations
Connect Panda IDX with other tools and services.
| Category | Available Integrations |
|---|---|
| Communication | WhatsApp, Telegram |
| CRM & Marketing | HubSpot, Follow Up Boss, Zapier, Clientify |
| Analytics | Google Analytics, Google Tag Manager, Facebook Pixel, Zoho PageSense, Zoho SalesIQ |
| Accessibility | Userway, Webreels |
Settings
Path: /settings
Configure your account, preferences, and advanced options.
| Settings Category | Options |
|---|---|
| Account | Profile info, email, phone, password, notifications, time zone |
| Team | Add members, user roles, permissions, lead routing |
| Domain | Custom domain, DNS config, SSL certificate |
| Theme | Colors, fonts, dark mode, custom CSS |
| SEO | Meta tags, Open Graph, sitemap, schema markup |
| Notifications | Email preferences, alerts, digest frequency |
| Billing | Current plan, upgrade/downgrade, payment, history |
User Roles: Owner (full access), Admin (most features), Agent (limited), Contributor (Stories only)
User Profile Menu
Location: Top right corner (your avatar)
- Profile settings
- Account settings
- Help center
- Dark/Light mode toggle
- Log out
Notifications
Location: Top navigation bar (bell icon)
Notification Types:
- New leads and contact form submissions
- New liked properties and saved searches
- Email opens and clicks
- Website milestones
- System updates
Configure notification preferences in Settings → Notifications
Search Functionality
Location: Top navigation bar (search icon)
Searchable Items: Contacts (name, email, phone), properties (address, MLS #), stories, pages, settings
Keyboard Shortcuts
Speed up your workflow:
| Shortcut | Action |
|---|---|
| Cmd/Ctrl + K | Open search |
| Cmd/Ctrl + / | Open command palette |
| Cmd/Ctrl + N | Create new item |
| Cmd/Ctrl + S | Save current page |
| Esc | Close modal/dialog |
Daily Workflow
Morning (5-10 minutes):
- Check notifications for new leads
- Review overnight website activity
- Respond to urgent emails
- Check scheduled tasks
Throughout the Day:
- Respond to new leads within 5 minutes
- Update transaction pipelines
- Add notes to contact records
Evening (5-10 minutes):
- Review analytics
- Follow up on pending leads
- Schedule tomorrow's tasks
Common Workflows
New Lead
Notification → Inbox (view message) → Contacts (review profile) → Reply (AI-suggested) → Transactions (create deal) → Follow Up (set reminder)
Publishing Blog Post
Stories → New Story → Write content → Add images → SEO fields → Assign categories → Preview → Publish/Schedule
Creating Page
Pages → Select type → Add content → Customize design → Configure SEO → Preview (desktop/mobile) → Publish
Quick Reference
| Need to... | Go to... |
|---|---|
| Add contact | CRM → Contacts → Add Contact |
| Edit homepage | Pages → Home Page |
| Reply to lead | CRM → Inbox |
| Write blog post | Stories → New Story |
| Check traffic | Analytics |
| Connect integration | Integrations → [Service Name] |
| Update domain | Settings → Domain |
| Add team member | Settings → Team |
| View likes | Likes |
| See saved searches | Saved Searches |
| Create deal | CRM → Transactions |
Mobile Dashboard
Access your dashboard on mobile devices with responsive design.
Mobile Features: Contact management, inbox access, analytics viewing, lead responses, photo uploads
Desktop Recommended For: Page building, complex editing, full analytics views
Getting Help
- In-Dashboard Help: Look for "?" icons and tooltips
- Documentation: Comprehensive guides (you're reading one!)
- Live Chat: Bottom right corner
- Email Support: info@pandaidx.com
- Help Center: docs.pandaidx.com