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Property history tracking en activity log in Tesoro

Leer hoe je price changes, status updates, activity log en complete change history tracked voor compliance en transparency.

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Waarom history tracking belangrijk is

Price change history

Automatic price tracking

Elke price wijziging wordt automatisch gelogd met:

  • Old price: Previous price value
  • New price: Updated price value
  • Change date: Exact timestamp
  • Changed by: User who made the change
  • Reason: Optional change reason/notes
  • % Change: Automatic percentage calculation
Price history view

View complete price timeline:

  1. Open property detail
  2. Click 'Price History' tab
  3. See chronological list van alle price changes
  4. Filter by date range
  5. Export to CSV voor analysis
Price trend analysis

Use price history voor insights:

  • Time on market: Hoelang bij each price point
  • Price reductions: Count en magnitude van reductions
  • Market position: Compare initial vs current price
  • Performance metrics: Average days tussen price changes

Dashboard widget toont properties met frequent price changes (possible overpricing indication).

Status change tracking

Property lifecycle tracking

Track status transitions door property lifecycle:

  • Draft → Active: When property goes live
  • Active → Sold: Sale completion
  • Active → Rented: Rental agreement signed
  • Active → Inactive: Temporary offline (renovation, owner request)
  • Inactive → Active: Return to market

Elke status change logged met timestamp, user en optional notes.

Status duration metrics

Tesoro calculeert automatically:

  • Days in each status: How long property was Active, Inactive, etc.
  • Total time on market: From Active to Sold/Rented
  • Average market time: Compare met similar properties
  • Status cycles: Count van Active → Inactive → Active cycles

Use deze metrics voor performance analysis en pricing optimization.

Status change nietifications

Configure alerts voor important status changes:

  • Property sold → nietify team + owner
  • Property inactive > 30 days → alert admin
  • Property returned to market → nietify interested leads

Settings → nietifications → Status Alerts

Complete activity log

What activity log tracks

Property 'Activity Log' tab toont ALL actions:

  • Property created: Who created, when
  • Field updates: Any field change (before/after values)
  • Media uploads: Images, documents added
  • Portal sync: Sync events naar Idealista/Fotocasa
  • Deal linkage: Property added to/removed from deals
  • Meetings: Viewings scheduled
  • notes added: Team notes en comments
  • Ownership changes: Assigned to different agent
Activity log filters

Filter activity by:

  • Activity type: Only price changes, only status changes, etc.
  • User: Actions by specific teamlid
  • Date range: Last 7 days, last month, custom range
  • Related resource: Activities linked to specific deal/contact
Audit trail export

For compliance of owner reporting:

  1. Open property Activity Log
  2. Apply filters (optional)
  3. Click 'Export Activity Log'
  4. Download PDF report met:
    • Chronological timeline
    • User attribution
    • Before/after values
    • Timestamps

Perfect voor property owner updates of legal compliance.

Best practices voor history tracking

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Veelgestelde Vragen

chevron_right Hoelang wordt property history bewaard?
Complete property history wordt indefinitely bewaard, zelfs nadat property sold/rented is. Dit is belangrijk voor compliance en voor analysis van past transactions. Je kunt oude histories archiveren maar niet verwijderen. Als property wordt deleted, blijft history 30 dagen beschikbaar voor recovery.
chevron_right Kan ik history exporteren voor alle properties tegelijk?
Ja! Ga naar Properties → Bulk Actions → Export History. Je kunt filter instellen (date range, property type, status) en complete history CSV downloaden voor alle matching properties. Perfect voor portfolio analysis, compliance reporting of year-end reviews. Export bevat: property ID, change type, old/new values, timestamp, user.
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