Appraisal Bidding And Group Offers Dashboard Filtering

Overview

When the Group Appraisal Bidding or Group  Shared Appraisals is active on an account, a new set of filters becomes available when the Group Appraisal Visibility role is added to the account, and they are able to both share appraisals to other accounts, and to receive other dealerships appraisals offered to them.

 

Appraisal Dashboard Filters

The naming convention for these filters has recently been updated to be more intuitive

All Records - This is all appraisals, both owned by the dealership, and those that have been offered to the dealership

Dealership Appraisals - These are all appraisals from the dealership only

External Appraisal Offers - All appraisals that have not originated in the dealership and have been offered by other dealers

This will then give the user more easily understandable options when searching between the different options, to highlight them all at once, the example below has had All Records selected in the first filter

Any Appraisals - All Appraisals
Shared Appraisals - Appraisals that have been offered without the bidding functionality

Dealership Appraisals

Any Appraisals Offered - All appraisals that have been offered to a group
Accepted Offers - Appraisals that have been offered and a bid accepted

Lost Offers - Appraisals that have been offered with no bids accepted and have expired

Open Bids - Appraisals that have been offered, are live and have bids

No Bids Made - Appraisals that have bene offered, are live and have no bids

External Appraisal Offers

Pending Decision - Another dealers appraisal that has been offered and no outcome has been given

My Current Offers - Another dealers appraisal that has been offered and you have made a bid

Offers Won - Another dealers appraisal that has been offered and you have been marked as the winning bid

No Bids Made - Another dealers appraisal that has been offered and you have not made a bid

Show Not Interested - Another dealers appraisal that has been offered and you have marked as not interested

Lost Offers - Another dealers appraisal that has been offered and you have not had the winning bid

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