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Use the appraisal detailed view and pipeline chart

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Summary

Learn how to use the appraisal detailed view to manage listings, track pipeline performance, and update key details without opening each record.

This article covers:

About the detailed view and pipeline chart

The detailed view allows you to review appraisal results in expandable and collapsible rows, making it easier to manage pipeline data without opening each record individually.

It is designed to help agents and rental BDMs efficiently track appraisals, update key information inline, and take quick actions such as listing or archiving.

When used with the pipeline chart, it provides a visual forecast of expected commissions based on appraisal likelihood and expected close dates, helping you better understand future performance.

How the pipeline chart works

The pipeline chart provides a forward-looking view of your appraisal performance by estimating commission over time.

  • Displays a monthly total of expected commissions
  • Includes appraisals with close dates within the next 12 months
  • Updates dynamically based on applied filters
  • Groups results by expected close date (decision month)
Note: The chart reflects expected gross commission introduced and encourages forward planning beyond current listings.

You can:

  • Click monthly values to filter results by expected close date
  • View overdue appraisals, highlighted in red, to prioritise follow-ups

Use the detailed view

Access the detailed view to manage both sales and rental appraisals.

To open the detailed view for sales appraisals:

  • Go to: Appraisals from your dashboard or search screen
  • Click Show Chart

To open the detailed view for rental appraisals:

  • Go to: Rental Appraisals from the left sidebar
  • Select Show Chart

Once enabled, results are displayed in expandable rows grouped by expected decision month.

Key features and actions

The detailed view provides quick access to key actions and editable fields.

  • Edit expected commission, likelihood, and dates inline
  • Click the expand (V) icon to view more details
  • Select the appraisal address to open the full record
  • Use Archive or List directly from the expanded view
  • Click the edit (pencil) icon to modify appraisal details
  • View the assigned appraisal consultant
Tip: Combine filters such as status = Cancelled and cancel date = last month to analyse lost income opportunities. If cancelled or listed appraisals are included in filters, they may still appear in future income calculations.

Access the Dashboard pipeline view

You can continue using the original appraisal pipeline screen if needed.

To access the dashboard view:

  • Go to your dashboard
  • Click the Pipeline widget

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