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Agenda Reports

To view your Agenda, click into the 'Agenda & WIP' option in the Reports section (in the right hand menu panel).

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All brokers can only see their own deals here, but if you are a manager, you can select who's Agenda you want to see from the broker drop-down menu.

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The report will automatically show your pipeline for the next three months. If you want to show figures for only one month (both resi and commercial) - select this month from the drop down menu

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If you are wanting single month figures for either resi OR commercial (not combined), click on the month in the table (shown below)

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You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.