Page Comparison

1. Inter-office split fees setup & offer logging

In order for the inter-office split fees to be reported on, the fees and offer should should logged, as outlined in this section

a. Inter-office split fee setup

On property:

• Click Financial

• Ensure that a Inter-office Selling Fee and a Total Company Selling Fee has been entered

From Offers screenAlso on the property:

• Click Offers and then click the Buyer and Sales Details tab

• Ensure that the Selling Negotiator and Selling Office are entered/shown correctly

• In the Fee splits panel, click and enter the details of the other office(s) and negotiator(s) who the fee is being split with

b. Offer logging

In the Offers screen (Offers & Reservations tab):

• The accepted offer should have the selling Negotiator name against it (bottom left)

  

2. Pipeline report criteria

From Reports on main menu:

• Click MI Analysis menu and select Offers & Pipeline Reports

• Select Pipeline Report 

• Add Office or Negotiator criteria to the report and click Report

The report results are shown in a grid - from the grid view:

• Click Report

• Select Standard Excel Report and click Accept
  Click Yes to include a pivot table

  

3. Excel report - show required information in pivot table

On PivotTable worksheet:

• Click into the pivot table to display the PivotTable Fields list

• From the PivotTable Fields list, tick:

  • Internal Fee Splits

  • Property Address

  • Selling Office Fee
    This information is then added to the pivot table