Understanding How Shape Organizes and Displays Your Data
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Understanding How Shape Organizes and Displays Your Data
This video walks through how Shape tracks, organizes, and displays the information that matters most in your business. Whether you’re looking at dashboards, prioritized views, tasks, or reports, each part of the system is designed to help you understand your pipeline at a glance and make confident decisions.
Dashboards, Views, Tasks, and Reports in One Place
When you log into Shape, you’re met with tools that help you immediately understand what’s happening in your business.
What you see and use every day
- Dashboards that surface key metrics as soon as you sign in
- Prioritized views that sort your contacts in the order that matters most
- Task management tools that let you move or update your tasks quickly
- Robust reporting so you can analyze trends and performance across your team
Everything is designed to give you quick access to the information you need without digging or guessing.
Customizing Your Views to Match Your Workflow
A big strength of Shape is how flexible these views can be. The way your lists load, what fields you see, and how your records are ranked can all be adjusted to match your specific lead management strategy.
What you can customize
- Individual prioritized views
- The rules that control how records are ordered
- Columns and filters that shape how your data is displayed
- Role-based views for different teams
- Personalized views for each user
These settings are managed in the prioritization rules page, and they’re easy to adjust. You can tailor Shape to the way your business works instead of forcing your team into a fixed workflow.
Role-Based and Team-Based Personalization
Not every user works the same way, and Shape supports that. You can create different views for loan officers, processors, sales teams, admin roles, or entire departments.
This gives each person a workspace built for their responsibilities, which helps them work faster and stay focused on what matters most.
Making Informed Decisions With Accurate Data
Shape gives you multiple ways to access and analyze your data, whether you need a quick pulse check or a deeper report.
With Shape you can
- View your pipeline in a clear, structured format
- Track bottlenecks or areas that need attention
- Monitor performance across users or teams
- Pull reports that help you make operational decisions
The goal is simple. Shape gives you visibility into your entire business so you can move with confidence.
Need Help Finding or Reporting on Your Data?
If you're ever unsure where to find a metric or how to pull a specific report, the Shape team is here to help. Just reach out and we’ll point you in the right direction.
