> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizing your deals

> Keep your dashboard clean and your transactions easy to find with these deal organization strategies.

As you work more deals, a clean dashboard becomes essential. Here's how to stay organized.

## Use statuses consistently

The single most effective habit: update your deal statuses as transactions progress.

| When this happens         | Change status to |
| ------------------------- | ---------------- |
| You get a new listing     | Pre-Contract     |
| A contract is signed      | Under Contract   |
| The deal closes           | Closed           |
| You're done with the file | Archived         |
| The deal falls through    | Canceled         |

This keeps your Active filter showing only the deals that need your attention right now.

## Use the dashboard filters

Don't scroll through a long list of deals. Use the filters:

* **Active** — your current, in-progress deals (this should be your default view)
* **Under Contract** — deals with signed contracts and active deadlines
* **Pre-Contract** — listings and deals still being negotiated
* **Archived** — completed deals for reference

## Name deals clearly

Use consistent naming so you can find deals quickly:

**Good names:**

* *"742 Evergreen Terrace - Smith Sale"*
* *"100 Oak Ave - Johnson Lease"*

**Less useful names:**

* *"New deal"*
* *"Test"*
* *"Deal 1"*

Include the address and at least one party name for quick identification.

## Archive promptly

After a deal closes and all documents are synced, archive it. This moves it off your active view while preserving everything for future reference.

You can always find archived deals using the **Archived** or **All** filter.

## For admins and TCs

Use the **user filter** on the dashboard to quickly focus on a specific agent's deals. Combined with the status filter, you can answer questions like:

* *"What are Sarah's active deals?"* → Filter by Sarah + Active
* *"How many deals closed this month?"* → Filter by All + Closed

<Tip>
  Make it a weekly habit to review your dashboard and update statuses. Five minutes of cleanup saves hours of searching later.
</Tip>