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 Supportposted
5 months 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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SkySlope Supportposted
5 months 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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S
SkySlope Supportposted
5 months 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.
Created By Stacey Dussault
RequesterWould 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.
0 Votes
3 Comments
SkySlope Support posted 5 months ago Admin
Created By Stacey Dussault
RequesterThat 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?
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHey 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
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Jen Cruikshank
RequesterI 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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