Projections

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Stacey Dussault

Requester

Would love to have a report that would give projections based on what is currently under contract for any given time period. Would definitely help with monthly numbers.

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SkySlope Support posted about 1 month ago Admin

Created By Stacey Dussault

Requester

That isn't what we are looking for. We'd like a report where we can see which transactions are closing in a given month, the total volume and total expected commission. Is there a way to do this and if not can it be a suggestion for future updates?

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Stacey,

In SkySlope, there are currently 4 different Report types available:
1. Listing Report
2. Pending Report
3. Closed in SkySlope
4. Master Data Report

 

The various reports will include different data:
Listing Report - All files with a "List Date" that are within the entered date range
Pending Report - All files with an "Acceptance Date" that are within the entered date range
Closed in SkySlope - All files with an "Actual Closing Date" that are within the entered date range 
Master Data Report - All files with a "Created Date" that are within the entered date range

 

I believe the Pending Report would give you what you need for your Under Contract report. You are able to enter in any time range when pulling this report. I will link the tutorial for generating reports below:
Admins - How to Generate Reports 

 

Thanks,

Jessey, SkySlope Product Manager 

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SkySlope Support posted about 1 month ago Admin

Created By Jen Cruikshank

Requester

I agree. I have a separate spreadsheet that I created just for this reason.  On the home page dashboard you can see how many are Pending and scheduled to close in the current month, I need a report based on that information.  Or if I want to know what is closing next month, I want to be able to adjust the report to reflect that.

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