The Pipeline Report can be used to track all your pipeline dates that have been added against properties in your database. These pipeline dates are used to assist with following up on potential listings and to track the various stages of the property, such as when it is in the pipeline, listed, or withdrawn. More information on how to apply and track an added Pipeline date to a property can be found in the Property Record: Dates knowledge article.
Contents:
Step by step
How to produce the Pipeline Report
1. Go to Properties > Pipeline Report
2. Select the desired report criteria:
- Staff Member: - Select All staff / Office or a specific user to report on
- Division: - Select either the Sales or Leasing Department to report on
3. Once selected, this will populate all YTD pipeline data with the midpoint set to the current month
4. To view the data, you can simply click on the number(s) or produce the print-friendly overview for a more detailed breakdown
Pipeline report status breakdown:
- "In Pipeline" relates to properties with a pipeline date assigned (irrespective of current status)
- "Listed" relates to properties "In Pipeline" that have a current status of Listed, Conditional, Unconditional or Settled
- "Lost" relates to properties "In Pipeline" that were set as "Withdrawn Appraisal"
Additional information
You have the option to refresh the midpoint, depending on what data you require. This can be done by selecting the drop-down in the top right-hand corner of the YTD Overview.