When you login, you will automatically see your Sales Dashboard. You are able to look at the lettings dashboard by clicking here:
In the upper right hand corner is a summary of your market appraisals.
On each of the individual stats, you will see if this is for This Month or the Last 12 Months.
Booked/Attended
Here are the appraisals your team have booked and attended this month. Click on the magenta arrow next to 'Booked or Attended' to see the list of related properties.
Fees
These are the fees from market appraisals that have instructed you this month. Click on Fees to see the list of properties we included.
Properties
Here is the number of instructions for this month. This is based on the history of Instructed Us Market Appraisal Status. For example: A client may have moved on in the process and be under a different status such as SSTC currently. The status was changed to instructed us at some point this calendar month.
Click on the magenta arrow next to 'Properties' to view the list.
Fees
These two sections provide you the average fee for the last 12 months in pounds and percentage - these calculations are based on your instructions.
Properties SSTC/Exchanged
Below we have listed out Properties that have been marked as SSTC as well as Exchanged/Completed. On the Lettings tab, it lists out Properties that have been marked as let. Next to the number is the date they were changed to that status. Hover over the dots for the date of the change. You can also view a list of the properties by clicking on 'SSTC', 'Exchanged,' or, on the Lettings tab, 'Let'.
Fees by Status
Here are the fees by status. Your conversion rate is listed in the middle of the circle. Click on any of the status names to the right to view a list of properties with that status.
The total amount of business that Lifesycle is nurturing for you is listed below.
*Remember - these stats are based on all of the actions you and your staff take in Lifesycle. It is imperative that you update your property statuses to make this an accurate picture of your business.