Learn how to open, filter, and sort the Contracts Dashboard to track properties through conditional and unconditional stages.

This article covers:

About the contracts dashboard

The contracts dashboard gives you a centralised, real‑time view of properties in conditional (under offer) and unconditional stages—so you can quickly find a contract, check dates, and take the next action.

Before you begin

Get set up with the proper access so you can see the dashboard and (optionally) open the trust ledger.

You must have Set Sales Details to access the dashboard
You must have Financials to view the Sales Trust Ledger from a contract

Use the contracts dashboard

To filter and search contracts:

Go to: Properties > Contracts Dashboard
When the dashboard opens, it displays all conditional (under offer) and unconditional contracts by default
Use the available filters to refine the list (e.g., status or date ranges)
Click Search
Use the Search bar (top‑right) to find a property by address, Life ID, or other searchable fields
Click a column header to sort ascending/descending (e.g., sort by Settlement Date or Last Updated)

Understand what you’re seeing

Learn the key columns so you can quickly read the dashboard.

Life ID - The unique identifier for the property record
Status - The current stage (e.g., conditional/under offer, unconditional)
Address - The property address tied to the sale
Dates - Includes Conditional/Under Offer Date, Unconditional Date, and Settlement Date
Trust Ledger Balance - Current balance in the property’s Sales Trust Ledger
Conjunction Offices - Any offices involved in a conjunction arrangement
Last Updated - The most recent change to the sale or contract details

Take action on a contract

Work directly from the list—open a record, progress or revert, or update details without leaving the dashboard.

From the dashboard row, select the property you want to manage
Choose one of the available actions:

Open Property to view the full record
Progress Sale to move the contract to the next stage
Revert Sale to move the contract back if needed
Update Sale Details to edit key information (e.g., dates, terms)
Open Trust Ledger (requires Financials access) to view balances and transactions

Save your changes to keep the dashboard up to date

Spot deadlines and overdue dates

Use visual cues to prioritise follow‑ups and keep contracts moving.

If a property is not marked as unconditional or settled by its expected Unconditional or Settlement date, that date is highlighted in red
Red dates indicate overdue milestones—review the contract and update the status or dates as needed