Cash vs mortgage
Interpret financing mix correctly and avoid overstating cash-buyer behavior.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open Analytics or Data and set the building scope before looking at financing so the cash share is not mixing unrelated buildings.
- Use the Financing filter and select Cash, Mortgage, or the specific financing value you want to isolate.
- Compare the Cash share KPI with the filtered sale table. If the table has very few rows, treat the percentage as directional, not a market claim.
- Check the date window next. A cash-heavy month can look very different from a two-year or five-year window.
- When sharing the takeaway, name the building scope, date window, and row count beside the cash/mortgage conclusion.
Mistakes to avoid
Quoting a chart without naming the filter set, date window, and sale-quality assumptions.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.