Sales Pipeline report

Chris Horroll
Chris Horroll
  • Updated

The Sales Pipeline report allows you to create a list of the pipeline for all under offer properties.

To create your Sales Pipeline report:

  1. Click Reports on the main toolbar
  2. Click Sales in the side menu under Reporting Groups
  3. Click Sales Pipeline under Sales Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Sale/Rent - (Any/Sales Only/Rentals Only)
    2. Overseas - (Include/Exclude)
    3. Order
    4. Direction
    5. Group
    6. Filter
  5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
  6. Click Create Report to generate a one off report
    1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
  7. The report will automatically open in a new browser tab once created
    1. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it

Sales Pipeline report.png

The Sales Pipeline report shows the following information:

  • Office
  • User
  • Agreed by
  • Date agreed
  • Dwelling
  • Property
  • Status
  • Pipeline Status
  • Current price
  • Est Exchange
  • Exchange
  • Est Completion
  • Fee
  • Fee %
  • Buyer's Solicitor
  • Vendor's Solicitor

Related articles: 

Running reports

Exporting Reports

Setting up a Scheduled Report

Report Tokens

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