Activity report

The Activity report shows what work the team has recorded. Choose the service, then a period.

Views

• Sales: listings created, viewings, offers accepted, completions, and a leaderboard with received and pipeline revenue.
• Rentals: rental listings created, viewings scheduled, lettings created, and a leaderboard with received and pipeline revenue.
• Property management: inspections scheduled and work orders created.

What is counted

Viewings exclude cancelled ones. Lettings created includes Provisional records but excludes Cancelled ones. Management activity excludes Cancelled inspections and Draft work orders. Draft listings and their records are left out. The counts use the creation or scheduled date appropriate to the metric; they do not all use completion dates.

Revenue

Received revenue is incoming Sale commission (or, for Rentals, Rental commission) marked Paid in the period, less any paid refunds linked to it. Rentals pipeline revenue is the agreed commission on lettings, other than Provisional or Cancelled ones, whose stay overlaps the period.

Who work is credited to

Listings, viewings, offers, and sales revenue are grouped by the listing’s current user, and inspections and work orders by their listing’s user. Lettings and rental revenue are grouped by the letting’s user.

This shows responsibility rather than identifying who personally carried out a visit or contractor job, so keep each listing’s and letting’s user accurate, and use the Performance report for business outcomes.