REDA Dashboards — Packaged & Your Own

Q: Where are REDA's ready-made dashboards?

On the Dashboards tab, in folders named for each business line — Leasing, Acquisition, Lending, Sales & PMA, and Executive. Open a folder to see the dashboards inside it.

Q: Can I change a packaged dashboard?

The safe pattern is to clone the packaged dashboard into your own folder and edit the clone, leaving the shipped one intact so an upgrade doesn't overwrite your changes.

Step-by-step 6 min read Updated July 2026

A dashboard is a single screen of charts and numbers that summarises your business at a glance. REDA installs a set of them for each business line, so a leasing manager, a sales lead, or an executive has something useful to open on day one — and the REDA Home page even opens with a dashboard already embedded. This article shows you where the packaged dashboards live, names them by their real folder and title, and walks the short path to building your own from a report you already have. The dashboard builder itself is standard Salesforce, so we hand off to the official documentation for its mechanics.

Getting there. Open the App Launcher (the grid icon at the top-left of any page) → REDA → the Dashboards tab. The REDA Admin app also has a Dashboards tab, and the REDA Home page opens with a dashboard already embedded.
Access you'll need. Dashboard access is granted by your administrator, separately from your REDA permission sets — if you can't open the Dashboards tab, ask your admin. Building a dashboard also needs the reports behind it and read access to their data, which your REDA permission sets provide.

Using REDA Sales Cloud edition? This article shows the Platform edition, where prospects are Inquiry records (the standard Salesforce Lead in Sales Cloud) and leasing promotions are Promotion records (a standard Campaign with the “Leasing Promotion” record type). Everything else — the fields, the steps and the behaviour — is the same unless noted. See REDA editions.

The dashboard on your Home page

The first dashboard most people meet is the one they never opened on purpose: the REDA Home page opens with a dashboard already embedded. Because that dashboard is chosen and configured for your org, we call it your home dashboard rather than naming it — the exact one you see depends on how your administrator set things up. Alongside it, the Home page also surfaces Today's Tasks, Pending Approvals, Recent Records, and Today's Events, so the landing screen doubles as a daily worklist.

The packaged REDA dashboards

Open the Dashboards tab and you'll find REDA's dashboards grouped into folders by business line. Here is what ships, by folder and title:

Folder	Dashboard	What it summarises
Leasing	Leasing Stats - Current FQ	Leasing pipeline for the current fiscal quarter.
Leasing	Leasing: Leads and Showings Current FQ	Lead and showing volume for the current fiscal quarter.
Acquisition	Acquisition Stats - Current FQ	Acquisition (buy-side) pipeline for the current fiscal quarter.
Sales & PMA	Sales & PMA Stats - Current FQ	Property-sales and property-management-agreement pipeline for the quarter.
Lending	Debt Summary	Loan and debt position.
Executive	REDA - Executive Intelligence (Leasing)	Executive-level leasing overview.

"Current FQ" means the dashboard is pre-filtered to the current fiscal quarter. To make a lasting variation, clone a dashboard into your own folder and edit the copy, so an upgrade never overwrites your changes.

A new org opens these dashboards empty. Each packaged dashboard sits on top of a report, and a report only returns rows once you have real business records — leases, inquiries, deals — for the period it covers. On a fresh install the charts read "No chart data," which is expected, not a fault: it means the reports behind them have nothing to summarise yet. As you work deals and leases, the same dashboards fill in on their own; the "Current FQ" dashboards in particular only show the current fiscal quarter, so a dashboard can be empty simply because nothing has happened this quarter.

The REDA Home page with its embedded dashboard and side panels

The REDA Home page — the Leasing leads-and-showings dashboard is embedded across the main region, with Recent Records, Items to Approve, and Today's Tasks / Today's Events panels running down the right.

Building your own dashboard

A dashboard visualises one or more reports, so the reports have to exist first — build them from a REDA report type as described in Building Your Own Reports. With a report saved, the dashboard build is short:

New Dashboard. From the Dashboards tab, click New Dashboard, name it, and save it into a folder your team can see.

Add a component. Click + Component, pick the source report, and choose how to display it — a bar, a donut, a metric, or a table.

Arrange and save. Add more components if you need them, arrange the tiles, and save.

The dashboard builder is standard Salesforce. For component types, filters, dynamic dashboards, and refresh scheduling, see the official Salesforce documentation: Create a Dashboard (Salesforce Help).

Worked example: a Meridian leasing dashboard

Meridian's leasing manager opens the Dashboards tab → the Leasing folder → Leasing: Leads and Showings Current FQ, and reads its components against Meridian's data for the quarter — new inquiries, showings booked, showings completed across Meridian Court and Harbour Tower. Wanting a view the packaged dashboard doesn't offer, they then build a one-component dashboard from a saved Promotion with Inquiries report (see Building Your Own Reports) and save it to the team's shared folder — a promotion-return tile they can watch each campaign.

Where to go next

Prebuilt REDA Reports — the full catalog of ready-to-run reports these dashboards feed on.
Building Your Own Reports — build the reports a custom dashboard needs.
REDA Report Types to Start From — the joined starting points behind custom reports.
Subscribing to & Scheduling Reports — schedule a dashboard refresh and a snapshot email.

Frequently asked questions

On the Dashboards tab, in folders named for each business line — Leasing, Acquisition, Lending, Sales & PMA, and Executive. Open a folder to see the dashboards inside it.

A dashboard shows whatever your org's data contains and what you're allowed to see. A fresh install shows no chart data until business records exist and the reports behind the dashboard return rows.

The safe pattern is to clone the packaged dashboard into your own folder and edit the clone, leaving the shipped one intact so an upgrade doesn't overwrite your changes.

REDA's Home page opens with a dashboard your administrator configured — your home dashboard. Its exact name is specific to your org, so we refer to it that way rather than by a fixed name.

Dashboard access is granted by your administrator, separately from your REDA permission sets. If you can't open the Dashboards tab, ask your admin to grant access.

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