1. Property Listing Portal
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review pipeline, listings, evidence, outcomes and operation exceptions.

Overview
Property Listing Portal · Overview

Property Listing Portal dashboard

This quarter

Listings in view
6
Total asking price
2,730

Opportunities by status

How far records got this quarter

StageReachedStep
New36
Qualified1439%
Proposal643%
Negotiation350%

Expected value USD by status

Sample totals per stage

2.0k0
2.0kNew
2.0kQualified
-3000Proposal
-1000Negotiation
-4000Won
Example screen with sample data

More reports

Opportunity pipeline by owner Grouped

Expected value and close dates grouped by organization, owner and status.

Listing status by organization List

Draft, submitted, approved, rejected and completed listings with their parent opportunities.

Publication register List

Approved and completed listings with address, asking price, property type and publication date.

Review decisions by date List

Decision date, reviewer, outcome and reason for each linked opportunity and source revision.

Relationship activity due List

Tasks and other activities due by date, with completion dates and outcomes.

Won and lost outcomes List

Opportunity outcomes with expected value, won date and loss reason.

Operation exceptions List

Pending, failed and needs-review receipts with action and failure reason.

Evidence by opportunity Grouped

Authorization files grouped by parent opportunity, evidence type and visibility.

Set up Property Listing Portal your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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