Understand Sale Types
Use understand sale types without losing sale-quality context, source nuance, or the final number a client will rely on.
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 Data from the left sidebar, then use the search box or building filter to narrow the table before working on understand sale types.
- Set filters in a deliberate order: building, bedroom, price, date range, sale type, financing, and any unit-specific search term.
- Read the table rows, not just the top metric cards. Check sale date, unit label, price, $/SF, financing, and sale-type text on the rows you plan to cite.
- Open a suspicious building or unit row when price, $/SF, sale type, or ownership-transfer context looks off.
- If exporting or quoting the result, state the active filters and exclude trust-transfer or non-market rows from client-facing conclusions.
- If the expected result does not happen, copy the full URL from the browser address bar, open Account Settings and note the signed-in email, take a screenshot of the current page, and write down the last button or link you clicked.
Mistakes to avoid
Treating trust transfers, package deeds, or missing registry context like clean market sales.
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.