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Access the dashboard

• From the main menu, click Reports and select Pipeline Report

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Choose which data to view

• The whole company is shown by default

• To filter the view by office, click Office & select which office(s) to view

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• To filter by user, click Negotiator and select the required name(s) from the list
  This looks at the Key Contact name on the tenancy record (set in the Relationships panel)

Choose timeline

• The current pipeline is shown by default

• Click Month for the option to change the view to:

  • This Month

  • Next Month

  • Pick dates

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General tips for using the dashboard

• Use the Settings section to change how data is shown

• Hover over charts & statistics to see a tooltip which displays more information about the figure

• Click on a blank area of a panel to see the data behind the chart or statistic in a grid
  Click on a section of a chart to see the data for just that area

• When viewing the data in a grid, use grid functions to sort the data and export to Excel
  See the Data grids section for more information