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Lettings Pipeline Overview Report

How to access and use the Lettings Pipeline Overview report

Written by Hannah Sullivan

Lettings Pipeline Overview Report

The Lettings Pipeline Overview report tracks every lettings application currently in progress, from the moment an offer is accepted through to move-in, so you can see what's coming and flag anything that needs a nudge.

To access this report, head to Reporting (on the left side panel, at the bottom), look for the Lettings section and select Lettings Pipeline Overview.

Note - This report only appears if Lettings Management is enabled for your agency.

Report totals

Across the top of the report you'll see six figures for the period you've selected: Applications, Total Upfront Fees, Avg Upfront Fee, Total Ongoing Fee, Avg Ongoing Fee, and Avg Agreed Rent (pcm).

Filtering the report

The report's date range defaults to the agreed move-in date. If that isn't set yet, it falls back to the desired move-in date, and then to 28 days after the instruction date if neither is set. You can also filter by:

  • Branch

  • Status - Pending or In Progress

  • Valued By

  • Application Assignee

  • Offer Assignee

  • Property Assignee

Exporting the report

You can export this report to CSV using the Export button at the top right.

Note - To access the Export button you will need a role with the permission 'Allow this user to export data from Street' enabled.
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For more information, see our Roles and Permissions help article.

What this report covers

This report only covers lettings applications that are already underway - it starts once an offer has been accepted, and only includes applications that are still Pending or In Progress. It isn't a full valuation-to-let funnel, so a property still being valued, marketed or at offer stage won't show here.

For more on how an application progresses once an offer's accepted, see our Lettings Applications help article. For lettings already marked let agreed, see our Lets Agreed Overview Report. For other reports available, see our Reporting help centre collection.

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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