How to read the Won and Lost Reports

Summary

The won and lost reports serve the purpose of providing insights into the outcomes of property transactions. The won report showcases successful transactions and the lost report highlights unsuccessful transactions, helping you identify areas for improvement.

This article will cover:

Properties won report

This works from the active date of the property. This date can be found in the History tab. To find this report, go to Insights > Properties > Properties Won.

The reports show:

    • Any property that has been won and is STILL active during the date range selected
    • Shows any property that was won but then lost (made inactive) during the same period
    • This only works on active and Inactive and does not work on archived. So if you re-activate a property from archived and leave it inactive it will not show on this report. (you mentioned that you reinstated a property and it showed up on the report, did you make it active? As I left mine inactive and it did not show on the list)
    • If you leave the management type as all, then a causal will show as won and if you move it to a Management it will show as won again. And will show the reason

Properties lost report

This works from the inactive date of the property. This date can be found in the History Tab. To find this report, go to Insights > Properties > Properties Lost.

The reports show:

    • Any property that has been lost and is still inactive, meaning they have not been changed back to active in that period of time
    • Any property that had been lost but then won back during the same period. So if you are doing a property transfer, it will make the property lost but then also show as won back as it moves from one owner to the other
    • Again this is based on inactive and not Archived. So I reinstated a property from archived that had not been lost in this period and I did not change it back from inactive and it did not show on the list which is correct
    • If you make a property inactive due to renovations or anything like that and then you make it active again, it will show as lost and then won again.

Won and lost report (1).png

The default dates are set for a year or 6 months depending on the Palace you are running, so you must change the dates to show the month you want.

 

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