🎯 Goal
Create a sale record in Kato, capturing a completed sale or investment transaction as a single, searchable, reportable record that feeds your comp library, team rankings, and (if published) the wider Atlas platform.
❓ Why
Every completed sale is valuable evidence, for future valuations, for benchmarking, for Atlas Rankings, for client reporting. Storing sales at the moment of close-out means accuracy, completeness, and no re-keying later.
🔍 Overview
Two routes to store a sale:
From close-out of a live disposal or requirement — natural flow if you managed the deal through Kato
Direct via the Sales section — using Create forms for deals not tracked live in Kato
📊 Route A — Store from close-out
Open the disposal or requirement.
From the Interest Schedule, change the match to Signed — or from Actions pick Record a sale.
Complete the close-out form (pre-filled where possible).
Save, or Save & Publish to Atlas.
📊 Route B — Store via the Sales section
Click Sales in the left-hand nav.
Go to the All tab.
Click Create New → select the sale option.
Complete the Create Form.
Save, or Save & Publish to Atlas.
📊 Required fields for publishing to Atlas
Headline Details: Address, Property type, Transaction date, Our Acquisition/Our Disposal designation.
Atlas Rankings eligibility (sales): Tenure, Purchase price, Total size, Your agent's name(s).
Atlas Rankings eligibility (investments): Tenure, Purchase price, Total size, Your agent's name(s).
✅ You've done it when…
The sale appears in your Sales list, searchable and filterable. If published, it's also live on Atlas.
💡 Common mistakes & pro tips
Store at close-out, not later. Getting the record in while the details are fresh is the easiest way to get accurate data.
Tenure matters. Freehold, leasehold long, leasehold short — these change the comparable value meaningfully.
Distinguish investment sales from owner-occupier sales. The investment designation drives a different set of ranking and reporting logic.
NDA sales can still be stored in Kato and marked confidential — your internal reporting needs them even if Atlas can't see them.
💬 Need Help?
📞 0203 772 8898