Hot Sheets Widget

Hot Sheets Widget

On the Matrix home page is a Hot Sheet widget that allows you quickly monitor listing activity. It gives you an overview of today’s significant listing events: New Listings, Back on Markets, Cancellations, etc.

To view a Hot Sheet, click the Property Type link on the widget.


The Hot Sheet grid opens.


In this example, the Residential link was selected. Notice that the default view is Hot Sheet. To change the view, click the arrow on the Display drop down and select the view you want.

Just like the Market Watch widget, unless you customize your view, you will see the whole database based on the Time Frame selected.

To change the time frame, select the time frame from the drop down. The time frame definitions are:


To view the most current changes, click on the drop down and select 24 Hour. For example, if you are looking for Price Decreases, to see what changed yesterday, select 24 Hour. To view what has happened since you last opened the Hot Sheet today, click This Session.

CUSTOMIZING A HOT SHEET

You can customize this widget so that you can see only certain types of new activity based on your business needs.


1. Click on Customize to personalize your Hot Sheet. The Manage Hot Sheets screen opens:


2. Highlight the type of sheet you want to change.

3. Click Edit Criteria. The Hot Sheet Search screen opens.


4. Enter your search criteria. You can add additional fields.

NOTE: Additional fields that have been added to the regular search screen do not carry over to this screen.

5. Click Save. The Manage Hot Sheets screen appears.


6. Click Done to return to the Agent Dashboard.

To access your Hot Sheet, click the name link on the Hot Sheet widget.


The Hot Sheet opens with the Hot Sheet results grid screen:


To view all the search criteria you used when setting up the Hot Sheet, hover over Other Criteria at top of screen.

SETTING UP A CUSTOM TIME FRAME

If you want to be more specific and focus on a specific time range, you can set up a custom time frame.

1. From the Hot Sheet Widget, click Custom in the drop down.


2. Click the link to select the Hot Sheet type for which you are changing the time frame.


3. Do one of the following:

  • Select a date from the calendar. This date can be no more than 30 days in the past.
  • Select a time range for today. Enter the time you want the search to start and end. If you leave the To field blank, it pulls properties up to the current minute.

4. Click Run. The Hot Sheet opens.

CREATING A HOT SHEET

You can create your own Hot Sheet, name it, save it, and have it appear in your widget. You can have up to 10 Hot Sheets display in widget.

1. Click on Customize. The Manage Hot Sheets screen opens:


2. Click Add. The Add Hot Sheet window opens.


3. Select the type of Hot Sheet from the drop down list.

4. Enter a name for your new Hot Sheet.

5. Click Save. The Manage Hot Sheet window appears with the new Hot Sheet in the list.


6. Click Edit Criteria. The Hot Sheet Search screen opens:


7. Enter your search criteria.

8. Click Save. The Manage Hot Sheets screen appears.

9. Click Done to return to the Agent Dashboard.

10. To access your new Hot Sheet, click the name link on the Hot Sheet widget.


Note: The Hot Sheet Widget allows 10 Hot Sheets, so you can add three additional ones. To have more than 10 Hots Sheets, you may delete a Hot Sheet Type you don’t use. You can always restore by using the Restore System Defaults link.


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