Why has the Completed Sales Report changed?
The Completed Sales report now uses the data from Property Sales rather than Offers. However it may appear that the data is incorrect if a Property that has been completed is not appearing.
On the Property Summary page click on the tab for 'Property Sales'. There will then be two situations:
- There is an 'In Progress' Property Sale
- There is no 'In Progress' Property Sale listed
Click on the Price for the 'In Progress' Property Sale to go to the Property Sale summary page. On this page you can then click on the 'Sale Completed' button and set the Sale Completion date. Once this has been done the Property will appear in the Completed Sales report.
If there is no 'In Progress' Property Sale then it may need to be created from the relevant offer. A Property Sale is created from an Offer when you click on the 'Accept Offer & Create Sale' button. If you do not use this button to Accept the Offer but edit the Offer to change its Status, then the Property Sale is not created. This means that it will not appear in the Sales Pipeline report, and also you will not be able to Complete the sale.
Create the Missing Property Sale
To create the missing Property Sale for an Accepted Offer:
- Edit the Offer and set its Status back to 'Pending'.
- When you save the Offer and go back to the Offer Summary screen you will now see the 'Accept Offer & Create Sale' button.
- Click on this and follow the instructions on the page that appears to create the Sale.
- Then follow the instructions above on how to mark the Sale as Completed.
