Build a new Agency Insights dashboard tailored to the performance questions you want to answer, your team's activity, a specific sector's pipeline, or a time-period review, and save it for regular use.

Generic dashboards answer generic questions. A saved dashboard tuned to how your team actually works, the filters you apply, the metrics you track, the time window you care about, gives you the right numbers instantly, every time you open Kato.

Agency Insights lets you report on disposals, viewings, transactions, and requirements. You pick the topic, apply filters to focus the cohort, choose a time period, and save as a dashboard for repeat use.

1. Open Agency Insights

Click Insights in the left-hand nav (or the Insights/Reporting section - exact path depends on your setup).

2. Pick the topic

Insights topics include:

3. Apply filters

Each topic has its own filter set. Common filters:

4. Set the time period

Pick a period —-last 7 days, month, quarter, year, or a custom range.

5. Save the dashboard

Give it a clear name ("Office team - London lettings Q3") and save. It's now accessible from your saved dashboards list.

The dashboard is saved, named clearly, and returns to the same configuration whenever you open it — ready for the next weekly or monthly review.