Strategically Organizing Views and Filters
Views without strategy are tables with data. Views with strategy are answers to questions. This article describes eight recommended views for your office + how agents translate their specialization into personal subfilters.
When is this relevant?
Section titled “When is this relevant?”- You are setting up Tesoro for your team
- Your views have grown ad-hoc and you want to structure them
- A new agent is joining and you want to get them productive quickly
Three levels: repetition with focus
Section titled “Three levels: repetition with focus”View: strategic lens
Section titled “View: strategic lens”Saved columns + filters. Public, Private, or Shared. Strategic principle: a shared view = an agreement of your office.
Filter: daily refinement
Section titled “Filter: daily refinement”Temporary, via filter panel on the left. Strategic principle: your daily lens within a view.
Subfilter: personal focus
Section titled “Subfilter: personal focus”Saved filter combination per user, linked to a view. Strategic principle: translates agent specialization into a reusable filter set.
Eight recommended shared views
Section titled “Eight recommended shared views”View 1: Own listings: active
Section titled “View 1: Own listings: active”Resource: Properties, Question: “Which properties do we have for sale?”
| Setting | Value |
|---|---|
| Filter | status = active |
| Columns | Name, price, location, publication date, leads, web views, deals, agent |
| Sort | Publication date oldest first |
Base view. Oldest at the top = immediately visible which properties have been listed the longest.
View 2: Properties > 90 days online
Section titled “View 2: Properties > 90 days online”Question: “What has been listed unacceptably long?”
| Filter | status = active, created_at older than 90 days |
| Columns | Name, price, location, publication date, leads, web views, agent |
In most markets = tipping point for price issue. Weekly price conversation shortlist.
View 3: Without recent leads
Section titled “View 3: Without recent leads”Question: “Which properties generate no interest?”
| Filter | status = active, number_of_leads = 0 |
| Columns | Name, price, location, publication date, web views, MLS, agent |
No leads = invisible to the market. MLS column shows on which portals.
View 4: MLS status check
Section titled “View 4: MLS status check”Question: “Are sold properties still published?”
| Filter | status = sold, rented, cancelled or off_market |
| Columns | Name, status, MLS, publication date, agent |
View 5: Incomplete files
Section titled “View 5: Incomplete files”Question: “Which listings are missing essential info?”
| Filter | status = active or draft, label “Incomplete” |
| Columns | Name, status, labels, location, agent |
Works with labels as a workflow tool. Tag → filter → list.
View 6: New leads today
Section titled “View 6: New leads today”Resource: Leads, Question: “What came in today?”
| Filter | created_at = today |
| Columns | Name, source, stage, agent, creation date |
Eva opens this first thing in the morning. Unassigned leads = immediate action.
View 7: Leads without follow-up
Section titled “View 7: Leads without follow-up”Question: “Which leads have been forgotten?”
| Filter | lead_status = contacted, last_activity > 7 days |
| Columns | Name, source, stage, last activity, agent |
Leaks in the pipeline. Hot leads without contact > 1 week = serious risk.
View 8: Pipeline overview
Section titled “View 8: Pipeline overview”Resource: Deals, Question: “How is the pipeline looking?”
| Filter | (none, all active deals) |
| Columns | Name, agent, status, deal value, closing date |
| Sort | Status (to see groups) |
Total deal value per phase = immediate picture.
Personal subfilters per agent
Section titled “Personal subfilters per agent”Agents work in the same views, but save personal filter combinations.
Example 1: Luxury specialist James
Section titled “Example 1: Luxury specialist James”View: “My listings” Subfilters:
- “Premium villas > €1M”,
price > 1.000.000,type = villa - “Coast 5km”,
distance_to_beach < 5km
Example 2: Polish network Katarzyna
Section titled “Example 2: Polish network Katarzyna”View: “My leads” Subfilters:
- “Polish-speaking”,
language = pl - “Polish + Hot”,
language = pl,lead_stage = hot
Example 3: Rental specialist Sofia
Section titled “Example 3: Rental specialist Sofia”View: “Own listings, active” Subfilter:
- “Rentals Costa Blanca”,
transaction_type = for_rent,province = Alicante
Mass actions from views
Section titled “Mass actions from views”A view filters. From there: select multiple records → mass-edit or -delete.
Workflow
Section titled “Workflow”- Open view that shows the right subset (e.g., “Properties > 90 days + 0 leads”).
- Check boxes: all or selection.
- Toolbar appears with count + actions.
- Mass Edit: change status, transaction type, type, agent, province, tags, labels.
- Or Delete: soft-delete to trash.
Mass action examples
Section titled “Mass action examples”| Scenario | View + action |
|---|---|
| Holiday pause | View “My listings” + Mass Edit status = off_market |
| Tag campaign | View “Sold > 6 months” + Mass Edit tag “End of Q4 render phase” |
| Agent reassignment | View “Listings of John (departed)” + Mass Edit Assign To = Anna |
| Mass email | Selection + Mass Email button → template + scheduling |
Five principles for view design
Section titled “Five principles for view design”- One question per view: not “Active + Sold + Cancelled” but three separate views
- Sort meaningfully: oldest first for “too long”, newest first for “fresh”
- Columns show what supports the decision: not all 20 fields, only relevant ones
- Public = agreement: Private = personal experiment
- Lock critical views: for team-wide agreements, prevent accidental changes
The rhythm
Section titled “The rhythm”A well-set-up Tesoro is not a one-time setup; it is a living system. Monthly check: do the views still work? Does the current set work for current goals? Adjust as needed, keep what works.