🎯 Goal
Find the sale records you need from your agency's transaction history, for comp schedules, client pitches, ranking submissions, or internal analysis.
❓ Why
A sales library only creates value if you can interrogate it. "Who sold what at what yield in Birmingham last year?" should be a five-second question, not a five-hour spreadsheet reconciliation. Search and filter turn the library into answers.
🔍 Overview
The Sales section supports free-text search, structured filters, sorting, and saved views. Default views cover the Atlas publishing lifecycle plus common cuts.
📊 Step-by-step
1. Open Sales from the left-hand nav.
2. Use default saved views
Ready to publish — meets mandatory Atlas fields
Not ready to publish — missing mandatory info
Published – Not on Rankings — live on Atlas, needs ranking fields
Published – On Rankings — fully qualified
3. Filter
Common useful filters: transaction date range, location, property type, size range, price range, tenure, purchaser, agent name, investment / owner-occupier designation.
4. Search
Free-text search by address, purchaser, vendor, or reference.
5. Sort
Click column headers to sort — transaction date, price, size, address, yield.
✅ You've done it when…
You have the precise cohort of sales on screen — ready to export, report on, or drill into.
💡 Common mistakes & pro tips
Separate investments from owner-occupier sales. They behave differently in comps and rankings. Filter by type.
Use price per sq ft, not headline price, for comparability. Most filter/sort operations support both — pick the right one for your question.
Save repeat searches as views.
Yield and tenure filters are your friends for investment work — invest 30 seconds in getting them set up correctly.
💬 Need Help?
📞 0203 772 8898