Did you know...
There's a Sales pipeline and Sales performance dashboard as part of our Analytics functionality.
We’re gradually replacing Alto’s Classic reports with the more insightful and flexible Analytics. As part of this transition, the Classic reports will be phased out in the future.
The Withdrawn Sales report allows you to create a list of properties that have fallen through.
Note
You're allowed to withdraw an offer when a sale has been agreed from the property.
If this is done, it puts the property back to Available but it will then not appear in the Withdrawn Sales list. It also doesn't appear in the Fall throughs on the Management reports.
The correct procedure is to fall through the sale from the Progressions > Sales Progressions area
To create your Withdrawn Sales report:
- Click Reports on the main navigation bar
- In the dropdown menu, click Classic reports
- Click Sales in the side menu under Reporting Groups
- Click Withdrawn Sales under Sales Reports
- You can select from several Report Options under Your Report to filter by:
- Period
- From and To dates
- Overseas - (Include/Exclude)
- Order
- Direction
- Group
- The report can be further filtered, grouped and ordered using the additional tabs under Your Report
- Click Create Report to generate a one off report
- You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
- The report will automatically open in a new browser tab once created
- 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
The Withdrawn Sales report shows the following information:
- Dwelling
- Property
- Date
- Office
- User
- Offer taken by
- Withdrawal taken by
- Status
- Asking Price
- Offer price
- Pipeline Status
- Difference
- Fee
- Buyer
- Buyer Office
- Still Matching
- Disposal
- Situation
- Lead source
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