why Cloud now: spotlights

key takeaways

• darwin.Cloud spotlights deliver real-time, customizable data visualizations for brokerages, including production kpis and financial metrics
• 1,600+ widgets available covering cash flow, profit, recruiting, and agent performance
• spotlights can be role-specific (owners, managers, agents) and accessed on mobile
• custom spotlights align with company priorities and streamline reporting

topics

spotlight overview

• accessible under dashboard menu in darwin.Cloud
• surfaces real-time kpis, production, financials, budgets, and goals
• role-based customization for owners, managers, and agents
• mobile-friendly via browser

widget types

• single number (fixed range)
• two-number comparisons (e.g., ytd vs prior year)
• bar graphs (with prior year and budget)
• line graphs (trends)
• data tables (static info, rankings, details)

spotlight topics

• cash flow: cmoe, pending info, split percentages
• profit: ebitda, income, expenses, gross profit vs budget
• basics: agci, company dollar, closed sides, listings
• ppp: average agent performance
• leaderboard: top performers
• rankings: agci, company dollar, volume, sides
• recruiting: gain/loss, recruiter performance, hire/fire

customization

• setup under company tab
• drag-and-drop widgets to add/remove
• security controls spotlight access by role
• create new spotlights to match priorities

budget & goal integration

• add budgets and goals for comparison
• import financial budgets via templates
• set production goals by metric

next steps

• attend tomorrow’s q&a at 2 pm et for spotlight setup guidance
• review setup/customization articles before the session
• identify key spotlights and metrics for your company
• create custom spotlights to replace manual reporting
• submit enhancement requests for additional widgets

watch this short video to learn more: