Gross Sales report

Chris Horroll
Chris Horroll
  • Updated

The Gross Sales report drills down into the detail of the gross sales of the Management Summary. It allows you to create a list of the properties that have had sales offers made in the chosen period.

To create your Gross Sales report:

  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Classic reports
  3. Click Management in the side menu under Reporting Groups
  4. Click Gross Sales under Management Reports
  5. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Order
  6. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
  7. 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
  8. 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

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For each property against which an offer has been made, the Gross Sales report shows the following information:

  • Address
  • Accepted Date
  • Agreed Office
  • Registered Office
  • User
  • Amount
  • Asking Price
  • Difference
  • Price %
  • Instructed Date
  • Days until Agreed
  • Viewings
  • Offers
  • Pipeline Status
  • Potential Fee
  • Buyer
  • Buyer Office

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