Under Offer dashboard on Organiser for sales progression (sales only)

1. Add dashboard

From Organiser:

• Hover over Overview or To Do panel header and click cog icon to access Panel Setup

  Open

  

• Tick box beside Under Offer Dashboard and click tick (top right) to save Panel Setup

  Open

  

To find out which properties are shown in the dashboard - while in Panel Setup:

• Hover over the Under Offer Dashboard title to view details of what is shown in a tooltip
  Hovering over this option also displays a cog which allows the configuration/criteria used for the dashboard to be changed - see steps 2 & 3

2. Change dashboard configuration

How the dashboard option is displayed and ordered can be changed

From Panel Setup:

• Hover over Under Offer Dashboard and click cog icon to right

The Edit Category screen is displayed allowing the configuration of the dashboard to be changed:

• Standard Sales Category: summarises which properties are currently being shown for this option
  Click Edit (top right) to change - see step 3

• Category name: the title of the dashboard as shown in the panel - can change to suit requirements

• Sort results by: defaults to sorting the list by Asking Price - can change to another sort order,
  such as Sales Progressor or Address

• Do not preview results - recommended to tick/enable

  • When ticked: will display the dashboard immediately when clicking Under Offer Dashboard on the Organiser panel

  • When unticked: clicking Under Offer Dashboard displays the list of properties in a preview list on Organiser panel - then need to click Pop out into full results icon from panel header to view the Under Offer Dashboard

• Display full results in quicklist - not applicable

3. Change dashboard content

Which properties are included in the Under Offer Dashboard can be configured

From Edit Category screen, shown above:

• Click Edit (top right) and select Edit criteria

• The criteria currently being used for the Under Offer Dashboard is displayed - to make changes click Pick Property Criteria

• Make changes to the criteria being used, as required - click Show more to see more property criteria options
  For example, you may only want to see properties that are Sold STC - Unavailable and/or you may want to show just properties assigned to a particular Sales Progressor

• Click Done then click Save on the previous Edit Category screen

1. Access dashboard

From Organiser panel:

• Right-click Under Offer Dashboard and click Full results

2. Dashboard content

The following information can be seen for each property shown on the dashboard:

• Sales Progressor: Sales Progressor name, taken from the property Relationships panel

• Status: current status of the property

• Review Date: taken from Review Date field on property offers screen

• Property: property address

• Vendor: primary vendor name, as entered on property vendor screen

• Vendor Solicitor: solicitor company name, as set on property offers screen

• Purchaser: primary purchaser name, as entered on applicant screen

• Purchaser Solicitor: solicitor company name, as set on property offers screen

• Valuer: taken from property Financial screen, Market Appraisal By field

• Offer Negotiator: taken from Negotiator field on property offers screen

• Sale Amount: taken from Amount field on property offers screen

• Agent Fee: fixed fee taken from property Commission field
  Or, when Commission is set to be a percentage, fee calculated using percentage rate set on property Commission field and the offer Amount on the property offers screen

• Accepted Offer Date: taken from Date field bottom left of property offers screen

• Exchange Due: taken from Exchange Due field on property offers screen
  This can also be set on the Memorandum of Sale screen

• Completion Expected: taken from Completion Expected field on Memorandum of Sale screen

• Milestone Status: indication of how many milestones have been completed so far, calculated as a percentage - applicable when using custom/advanced milestone status options, as outlined here:
  Advanced custom sales progress milestones - configuration option

• Invoiced Amount: total amount invoiced to date

• Paid Amount: total amount paid to date

3. Add sales progress note & contact relevant parties

Right-click over a property in the dashboard for options to:

Add Sales Progress note

• Right-click over any area of any property for the option to Add note

• Enter note and click Accept
  Note is added to Sales Progress screen Activity Feed panel

Email/call/SMS contact (where applicable)

• Right-click over Vendor, Vendor Solicitor, Purchaser or Purchaser Solicitor

• Options to Send e-mail, Dial Number or Send SMS message (text) are offered where applicable
  To email: an email address needs to be stored on the contact/company record
  To dial or send a text/SMS: relevant integration/configuration needs to be in place to dial or use SMS functionality - or, where SMS configuration is in place, a relevant number needs to be stored on the contact/company record

4. Using the dashboard grid, applying filters & saving

Some grid functions are available, including:

• Click column heading to sort by that column

• Right-click over column headings for options to change currency shown or column sizing

• Click to the right of the column heading for filter options via the filter icon (shown below)

  • Depending on the column clicked, options to filter using text or dates is offered
    Or, as shown for Offer Negotiator below, options to group/filter by user may be offered

Save a dashboard filter

Once applied, a dashboard filter can be saved
For example, to display just the properties you are working with, you could filter by Sales Progressor and save this filter, or you may want to just view offers with a review date period

After applying a filter to the dashboard:

• In this example, the dashboard has been filtered by Review Date

• Right-click over column headings and select Save current filters

• When the dashboard is closed and re-opened, a prompt will be displayed

• To keep the saved filters, click Yes
  The dashboard is displayed with the filters applied