Sales Pipeline report

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 Reporting 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. The report also appears as a Page icon next to your login name on the main toolbar. Should it not open automatically, or if it's closed accidentally, hover over the icon and click Open next to the report

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The Sales Pipeline report shows the following information:

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

 Note

If you close the Report Requests window (Page icon), you can click on the icon again to reopen the report requests

Related articles: 

Running reports

Exporting Reports

Setting up a Scheduled Report

Report Tokens

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