An Introduction to the Dashboard

An Introduction to the Dashboard

Watch the overview of the HailTrace Dashboard that includes Opportunity Pipeline, Leaderboard, Gross Revenue, Impacted Assets, Created Opportunity, Recently Impacted Asset Revenues, and Recent Weather Events.


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    • Opportunity Pipeline

      An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app. Opportunity: A potential or realized sales ...
    • Terms & Definitions

      Asset: A piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contact. An Asset also always has an attached Opportunity which ...
    • Search for Weather Events & Storms

      Our Maps, also called Weather Events, help you find areas hit by hail, wind, and tornadoes. Use them to identify the best places to generate leads and get there first—whether in the heart of the storm for maximum opportunity or along the edges where ...
    • Customize Your Company's Opportunity Pipeline

      Tracking every door you knock on and every lead you create is key to closing more deals. In the HailTrace app, you and your team can use a sales funnel called the Opportunity Pipeline to organize, track, and prioritize your leads. In this article, ...
    • Impacted Asset Report: Turn Every Client Into a Customer For Life

      While generating new leads through canvassing, mailers, and other methods is important, the quickest and easiest opportunities often come from your existing leads and clients who have been impacted by a new storm. The Impacted Assets feature provides ...