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How to publish a sales record to Atlas

Written by Max Kemplen

🎯 Goal

Publish a completed sale from Kato to Atlas, contributing to the market dataset, unlocking your access to everyone else's sales, and making your agency eligible for Atlas Rankings.

❓ Why

Sales are the highest-value comparable data in CRE, and the hardest to find. Atlas's data-at-source model means the moment you publish, your sale is visible to peers; the moment they publish, you see theirs. Publishing is the cost of access.

🔍 Overview

Two ways to publish: at close-out (one flow), or retrospectively from the Atlas Publishing tab within Sales for existing records.

📊 Route A — Publish at close-out

  1. Follow the close-out flow.

  2. Click Save Transaction & Publish to Atlas.

  3. Set privacy preferences — Hide data only for fields under NDA.

  4. Confirm. Live on Atlas immediately.

📊 Route B — Publish existing sales from Atlas Publishing tab

  1. Open Sales → Atlas Publishing tab.

  2. Navigate the four saved views: Ready to publish / Not ready / Published Not on Rankings / Published On Rankings.

  3. From Ready to publish, open a sale. Check Headline Details and Atlas ranking information.

  4. Click Publish. Set privacy. Confirm.

Bulk publish: Tick checkboxes on multiple ready records and use the bulk publish option. Review data quality first.

📊 Required fields — headline details

  • Address

  • Property type

  • Transaction date

  • Our Acquisition / Our Disposal designation

📊 Confidential transactions

  • Confidential / Under NDA: visible to your organisation only, not other Atlas users.

  • Internally confidential: visible only to you and deal colleagues.

  • Selective hide: publish but hide specific fields. Use sparingly.

If acknowledging the deal's existence would breach NDA, don't publish.

✅ You've done it when…

The sale shows as Published on Atlas and ideally ranks under Published – On Rankings.

💡 Common mistakes & pro tips

  • Sales benefit most from timely publishing. Because sales data is so scarce, being the first agency to publish a comparable gets your firm noticed.

  • Confidential ≠ unpublishable. Most NDA deals can still be internally visible; mark them rather than skipping publish.

  • Use the Published — Not on Rankings view quarterly. Adding tenure, price, size, and agent names to already-published records is a quick rankings win.

  • Investment sales rank separately from owner-occupier. Get the designation right or the sale lands in the wrong leaderboard.

💬 Need Help?

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