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This guide has been reviewed against our global client base and classed as relevant to all regions

The Pipeline dashboard, one of the Lettings Management Information (MI) real-time dashboards available in AgencyCloud, offers inbuilt real-time analysis of your current lettings pipeline

Data for the whole company, individual offices or individual users can be displayed

The dashboard includes information on…

This guide covers:

Accessing the dashboard, using the date & office filters plus general tips

Access the dashboard

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

ADD SCREENSHOT OF MAIN SCREEN

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

  • 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

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

Stat explained

Export option

Settings

Settings allows you to choose what data is displayed on your dashboard

Changes made to Settings apply to the user who made them, therefore allowing you to customise your dashboard to match your priorities

Accessing Settings

  • Click cog icon (top right of dashboard)

    See next step for all available options

Settings options

Reset

  • Puts all settings in this screen back to their default settings

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