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Pipeline funnel - whole company
Counts in the selected period - conversion is a period-count ratio, not a cohort
Pace
This periodSame period last year
Running total day by day - the dashed line is the pace your target needs
Average sale journey
Average days between stages for deals reaching each stage in the selected period
What it takes to get a sale
Selected period - period-count ratios, not tracked cohorts
Business health
Stock measures are the position right now; rates are for the selected period
Monthly trend
This periodSame month last year
By branch
Click a branch for its own dashboard
Branch
Vals booked
Vals done
Instructions
Fees instructed
Viewings
Applicants
Offers
Agreed
Agreed fees
Exchanged
Exchanged fees
Completed
Completed fees
Fall-throughs
Fall-through fees
Branch comparison
Selected period totals per branch - click a branch for its own dashboard
Leaderboard
Ranked across the company - click a column to rank by it, or a name for their dashboard
Top three by measure
Listing side credits the valuer; selling side credits the applicant's owning negotiator
Branch comparison
Selected period totals per branch
Every sale we agreed, grouped by the firm acting - not just the ones we referred, so referred and client-chosen firms sit side by side. Windowed on when a file reached exchange or completion, so recent work shows before it completes.
Agreed to exchange, by firm
Ranked by median - fastest first. Mean follows the median because one runaway file moves a mean and tells you nothing about the typical case.
Firm
Files
Median days
Mean
Slowest 10%
To completion
Exchange to completion
Fell through
Value exchanged
Too few files to rank
Shown so nothing is hidden - but a league position built on one or two cases is not a signal.
Firm
Files
Median days
Fell through
Firms that look like one firm
Spellings that differ only by a suffix, an "&" or initials are already counted together. These need a decision - nothing is merged until you link it, and a link can be undone.
The pipeline is a point-in-time position - the period filter does not apply. Pick a snapshot date to look back.
Pipeline over time
Projected fees on available stockFees in the under-offer pipeline
Performance overview