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Access the dashboard

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

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Filter by office, user and/or tenancy role

• The whole company pipeline is shown by default

• To filter the

• pipeline by office, click Office & select which office(s) to view

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• To filter pipeline 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)

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• To filter pipeline by tenancy roles, click Role and select the required role CHECK SCREENSHOT!!!!!!!!!!

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Switch from current pipeline to future pipeline

• The current pipeline is shown by default

• (indicated by All in the menu)

• Beside Date option, click All for the option to change the view to:

  • This Month - displays the pipeline for the current month

  • Next Month - displays the pipeline for the next month

  • Pick dates

• • - usually dates in the future would be selected
    e.g. to skip forward to view the pipeline for the first week of June CHECK SCREENSHOT!!!!!!!!!!

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General tips for using the dashboard

• Use the Settings section screen to change how what data is shown - existing columns can be removed and/or data shown for pending offers - see the Settings section for more information

• Hover over charts column headings & statistics figures to see a tooltip which displays more information about the figuredata displayed

• Click on a blank area of a panel figure to see the data behind the chart or statistic it 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 and filter the data and export to Excel
  See the Data Using data grids section for more information

• By default, fees are shown as Total Amount

• Click the menu for the option to change to show as an Average Amount
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The current dashboard data can be exported to Microsoft Excel

• Click Export (top right)
  Excel will open with the current data displayed, allowing Excel functions to be used to manipulate the data