Focusing Insights on one development

The site filter lets you flip the whole dashboard between your full portfolio and a single development.

How to use it

1. On the Executive Dashboard, click the All Sites filter (top left).
2. Choose a development from the list.
3. Every card and tab refocuses on that site. The breadcrumb under the tabs updates (e.g. [Site name] › Portfolio overview).
4. To go back to the whole portfolio, reopen the filter and choose All Sites.

What happens next

Defects, document completion, deals and sales all recalculate for the selected site. Your choice is held as you move between tabs.

Common questions

Does the site filter persist if I leave and come back?Your selected tab and site are reflected in the page address, so a refresh keeps your place.