Pipeline - Lettings MI dashboard

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 & filtering the data shown, plus general tips

Access the dashboard

From the main menu, click Reports and select Pipeline Report

ADD SCREENSHOT OF MAIN SCREEN

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

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!!!!!!!!!!

General tips for using the dashboard

Use the Settings screen to change 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 column headings & figures to see information about the data displayed
Click on a figure to see the data behind it in a grid
When viewing the data in a grid, use grid functions to sort and filter the data
See Using data grids section for more information

Show fees setting

By default, fees are shown as Total Amount
Click the menu for the option to change to show as an Average Amount
ADD SCREENSHOT!!!!!!

Stats explained

Using data grids

Export to Excel

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

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 Settings (top right)

Settings options

By default, data on Arranging Tenancies is displayed on the dashboard
Where required, columns can be removed
Data on Pending Offers can be added to the dashboard

CHANGE SCREENSHOT?????????????

Reset

Puts all settings in this screen back to their default settings