Source of Business Report

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The Source of Business Report shows the following details for each source of business grouped by deal type that matches the selected parameters:

  • Description: Shows the source name
  • #: Shows the number of deals for that deal type
  • Value: Shows the Sales Price for the deal
  • % Total: Shows the % this source represents for a deal type

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At the bottom of the report, you can see a summary for all the sources. 

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Report Parameters

You can create this report using the following parameters.

Time Period

You can choose between:

  • Today: This will show any deals that are closing today
  • Yesterday: This will show any deals that closed yesterday
  • Current Week: This will show any deals that close during the current week (Sunday - Saturday)
  • Current Month: This will show any deals that close during the current month
  • Current Quarter: This will show any deals that close during the current quarter
  • Current Year: This will show any deals that close during the current year
  • Last Week: This will show any deals that closed last week (Sunday - Saturday)
  • Last Month: This will show any deals that closed last month
  • Last Quarter: This will show any deals that closed during the last quarter
  • Last Year: This will show any deals that closed last year
  • Date Range: This lets you select a custom date range for the closing dates

Transaction Type

You can choose between deals with the following transaction types:

  • Sale - Buyer
  • Sale - Seller
  • Rental - Tenant 
  • Rental - Owner
  • Referral

Status

You can choose between deals with the following deal statuses:

  • Opportunity
  • Active
  • Pending
  • Closed
  • Processed
  • Cancelled 

Deal Approval

You can choose between approved and unapproved deals. 

Report Tagging

This lets you view deals that have tags

Entity

This lets you view deals for a specific entity. You can choose between all the Profiles in your company and the company itself. 

Note: If the selected entity is a Profile, the report will only show deals where the entity is the primary agent

Division

This lets you view deals that are part of the selected division. 

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