Lettings pipeline report
This guide has been reviewed against our global client base and classed as relevant to all regions
The lettings pipeline report offers inbuilt real-time analysis of your current lettings pipeline - data for the whole company, individual offices or individual users can be displayed
The report shows numbers of arranging tenancies and/or pending offers, including figures on average rent and total fees
This guide covers:
Accessing the report & filtering the data shown, plus general tips
Access the report
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Viewing hidden columns (& removing columns) If not all columns are shown, they can be added via the Hidden Columns menu
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Filter by office, user and/or tenancy role
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General tips for using the lettings pipeline report
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Switch from current pipeline to future pipeline
Switch from current pipeline to future pipeline
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Show fees setting
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Statistics explained including viewing data in a grid
The statistics shown in the screenshot below are for Arranging Tenancies - the same statistics can be shown for Pending Offers
If you can’t see Pending Offers on the report, click Hidden Columns and choose Show All
Count
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Av Monthly Rent
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Addl. Fee
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Calc. Fees
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Viewing data behind the statistic in a grid
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Export to Excel
The current report data can be exported to Microsoft Excel
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Settings
Settings allows you to choose what data is displayed on your lettings pipeline report
Changes made to Settings apply to the user who made them, therefore allowing you to customise your report to match your priorities
Accessing Settings
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Settings options By default, data on Arranging Tenancies is displayed
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Reset
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