The EPR Dashboard is accessible at dashboard.elitepropertyresearch.com. You can also reach it from the Elite CRM sidebar under the EOS section.
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Go to dashboard.elitepropertyresearch.com
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Enter the dashboard password provided by your admin
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Click View Dashboard — live data will begin loading from EOS (takes 30–60 seconds)
💡 Tip: Your browser will keep you logged in. You won't need to enter the password again unless you sign out or clear your browser data.
The dashboard pulls live data directly from EOS every time you load or refresh it. At the top you'll see three summary cards, followed by five collapsible sections.
MTD Batched Total
Total dollar amount batched so far this calendar month
Companies Needing Follow-Up
Companies whose last order was 15–90 days ago
New Clients This Month
Companies placing their very first ever order this month
EOM Kit Tracker
Track which companies have received EOM kits this year
ℹ️ Note: Click any section header to collapse or expand it. All sections load together when you hit Refresh.
This card shows the month-to-date sum of all deposit amounts from the EOS Batch List. It resets automatically on the 1st of each month.
✓ What it tells you: How much revenue has been collected and batched so far this month.
This section shows all companies whose last order date falls within a selected date range. It defaults to the prior calendar month but can be changed to any custom range.
Each row shows:
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Company name — the EOS company name
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Last order date — the most recent order placed by that company
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Phone — company phone number
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Last note — the most recent non-sticky internal note from EOS
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Note by — who wrote the note and when
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Add note — type a note and click Save to post it directly into EOS
💡 How to set the date range: Use the date pickers at the top of the section. Set From to January 1 and To to today's date, then click Apply.
The EOM Kit Tracker is a dedicated section for managing and tracking which companies have received End of Month kits. It has its own independent date range separate from the Companies That Ordered in Period section.
Each row shows:
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Checkbox — select companies for bulk actions
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Company name, Last order, Phone
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Users — total number of active users under that company in EOS
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EOM Kit — + Mark Sent button or ✓ Sent if already marked
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Sent Date — all dates a kit was sent this year (green badges, one per kit)
⭐ Best Practice — Set the EOM date range to January 1 through current month:
Set the date range from January 1st of the current year to the end of the current month. Because the dashboard pulls the last order date for each company, this range shows you every active company and exactly when they most recently ordered — giving you the clearest picture of who to include in your EOM kit send.
ℹ️ Multiple kits per company: You can mark multiple kits sent to the same company — each click adds a new date badge. A company that received kits in June and July will show two date badges.
Toolbar buttons:
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Select all — checks every company in the list
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Deselect all — unchecks all
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Clear all — same as deselect (red button for clarity)
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✓ Mark All Sent — marks every checked company as sent today, all at once
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Download CSV — exports user contact info for all selected companies
✓ Resets January 1st: The EOM kit history tracks per calendar year. On January 1st each year, all records reset automatically so you start fresh for the new year.
💡 Bulk import: You can import a prior month's CSV at dashboard.elitepropertyresearch.com/import-eom. Upload the EOM clients CSV, set the sent date, and all companies are loaded at once.
This section lists every company whose last order was between 15 and 90 days ago — companies that have ordered recently enough to still be warm, but haven't placed a new order in the last 15 days.
The Days Since column is color coded:
15–30d Getting close
31–60d Follow up soon
61–90d Overdue
Each row also shows the last note entered in EOS for that company, so you can see at a glance what the last touchpoint was before reaching out.
You can also track EOM kit history here — the + Mark Sent button appears on each row and works the same as in the EOM Kit Tracker.
💡 Tip: Sort your outreach by the red 61–90 day companies first — these are at highest risk of going inactive.
This section shows companies whose very first ever order with EPR was placed during the current calendar month. These are brand new clients — not just companies that ordered for the first time recently.
✓ What to do: Reach out to new clients early to make sure their experience is positive and encourage repeat orders.
Notes can be added directly from the dashboard in both the Companies That Ordered in Period and Companies Overdue for Follow-Up sections. Notes post directly into EOS as internal notes.
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Find the company row you want to note
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Type your note in the Add a note… text box on the right
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Click Save — a green ✓ Saved! confirmation appears for 3 seconds
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The note will appear in EOS immediately and show as the Last Note next time you refresh
ℹ️ Note: Notes are saved as internal, non-sticky notes in EOS. Sticky notes (yellow notes) are not pulled into the dashboard — only regular internal notes are shown.
The EOM Kit Tracker lets you download a CSV of user contact information for selected companies. This is useful for mailing lists, kit shipments, and outreach campaigns.
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Check the boxes next to the companies you want to include
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Click Download CSV in the toolbar
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The file downloads automatically — it includes Name, Email, Company, Address, City, State, Zip, Phone, and Role for every active user
💡 Tip: Use Select all to grab all companies in the current period at once, or manually check just the ones you need.
Once you've downloaded your CSV from the EOM Kit Tracker, you can import it directly into the Elite CRM to build out your kit client list.
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In the CRM, navigate to the EOM Kits section from the sidebar
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In the Client List section, click Import CSV / Excel and upload your downloaded spreadsheet
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The importer
auto-groups by company based on recipient count:
6–9 people = Box Together
10+ people = Large Gift
Under 6 = Standard rows
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Kit counts update automatically based on the groupings — no manual counting needed
💡 Tip: Download your CSV right after clicking ✓ Mark All Sent — the file downloads automatically so you're ready to import straight into the CRM without any extra steps.
Best Date Range for Period Section
Set Jan 1 → current month end to see all year-to-date active companies and their exact last order dates.
EOM Kit Timing
Mark kits sent on the day they go out so dates are accurate. Use Mark All Sent for bulk sends.
Note After Every Call
Add a note immediately after a follow-up call. It posts to EOS and shows on the next refresh.
Refresh for Live Data
Click Refresh anytime to pull the latest data from EOS. Data is live — not cached.
Focus on Red First
In the follow-up section, prioritize companies showing 61–90 days (red) before they go fully inactive.
Import Prior Month Kits
Use dashboard.elitepropertyresearch.com/import-eom to bulk-load past EOM kit CSVs with the correct date.