🎯 Goal
Get oriented on your Kato dashboard, the landing page you see when you log in, so you know where each section lives, what the key widgets are showing, and how to get to any part of the platform quickly.
❓ Why
Your dashboard is your starting point every day. Knowing what it's telling you at a glance, and where to click next, means less time navigating and more time on deals.
🔍 Overview
The Kato dashboard pulls together the activity that matters to you toda, your active disposals and requirements, new enquiries, upcoming viewings, and key notifications. Navigate anywhere else in the platform from the left-hand nav.
📊 Key areas of the dashboard
1. Left-hand navigation
Your primary navigation to everything in Kato:
Disposals — your live availability
Requirements — your active acquisitions and enquiries
CRM — companies and contacts
Leases / Sales — completed transactions
Campaigns — marketing activity
Society — marketplace, members, and society-wide features
Insights (if BOLT ON enabled) — analytics and reporting
2. Activity and lead feed
Live stream of updates across your portfolio, new enquiries, inbound match requests, viewing confirmations, status changes on matches, landlord activity on shared schedules.
3. Insights widgets
Quick-glance metrics — lead source tracking, enquiry counts, pipeline health.
4. Upcoming viewings and tasks
What you've got coming up today and this week.
5. Lease event reminders
Breaks, expiries, and other key dates across your transactions, giving you advance notice for BD outreach or client conversations.
✅ You've done it when…
You can orient yourself confidently, know what's happening today, what needs a response, and where to click next.
💡 Common mistakes & pro tips
Bookmark os.agency.kato.app for fast access each morning.
Check the activity feed first thing. Anything needing response will be at the top.
Let the left-nav be muscle memory. The faster you move between Disposals → Requirements → CRM, the less time friction kills.
Use Insights widgets as prompts, not as reports. If your enquiry count is down, dig into why — don't just note the number.
💬 Need Help?
📞 0203 772 8898