> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Comps Settings

> Configure org-wide comp matching rules, edit the tier ladder, import manual comps, and bulk-refresh with Recalculate All.

Admins control how comps are selected and graded for the whole organization in
**Settings > Advanced Settings > Comps**. Changes apply to future calculations; use
**Recalculate All** afterwards to refresh existing properties.

<Info>
  **Key things to know**

  * **Min Comps** and **Max Days Old** are the two levers that most often fix "Insufficient comps" problems.
  * The tier ladder defines how strict each matching step is and which grade it produces; tiers can be edited, added, and reordered.
  * Manual comps can be entered one at a time or imported in bulk from CSV/Excel with automatic address standardization.
  * Only admins can change these settings or run **Recalculate All**.
</Info>

<Note>
  **Related settings:** These options live under
  [Advanced Settings > Comps](/settings/advanced-settings/comps). Deal Calculator defaults are
  separate - see [Basic Setup > Financial Presets](/settings/basic-setup/financial-presets) and
  the [Deal Calculator](/features/roi-calculator).
</Note>

## Comps Configuration

| Setting          | What it does                                                                                                            | Range       |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------- | ----------- |
| **Min Comps**    | The minimum number of qualifying sales required to calculate a value. Below this, properties show "Insufficient comps". | 1-6         |
| **Target Comps** | The number of comps the search aims to collect. Platform-managed; shown for reference.                                  | Read-only   |
| **Max Days Old** | The maximum age of a sale, in days, for it to count as a comp.                                                          | 30-730 days |

Buttons in this section:

* **Save Settings** applies your changes.
* **Reset to Platform Defaults** restores the platform-managed configuration.
* **Recalculate All** bulk-refreshes comps across Deal Pipeline and Deal Hub using the current
  settings. The panel shows **Last recalculated** so you know when it last ran.

## Comps Tier Ladder

The tier ladder is a cascading search: calculation starts at Tier 1 (strictest) and falls back
to the next tier only when it cannot find enough comps. Each row in the editor controls one
tier:

| Column          | What it controls                                                                         |
| --------------- | ---------------------------------------------------------------------------------------- |
| **Tier**        | The tier's position in the cascade. Drag rows to reorder; labels renumber automatically. |
| **Size window** | How far a comp's square footage may differ from the subject, as a percent.               |
| **Radius (mi)** | Maximum distance from the subject property.                                              |
| **Similarity**  | Minimum neighborhood similarity score a comp must meet.                                  |
| Beds / Baths    | The allowed bedroom and bathroom difference for the tier.                                |
| **Grade**       | The quality grade (Excellent to Poor) assigned to comps found in this tier.              |

Use **Add Tier** to append a looser fallback tier and **Save Tiers** to apply changes. A good
ladder gets tighter at the top (small radius, narrow size window, high similarity, Excellent
grade) and progressively looser below.

## Manual Comps

Manual comps are org-wide sales records that are always considered alongside MLS data - useful
for off-market sales or transactions missing from the feed.

<Steps>
  <Step title="Add a single comp">
    Enter the address, sale details, beds, baths, and square footage directly in the Manual
    Comps section.
  </Step>

  <Step title="Or import in bulk">
    Click **Upload CSV/Excel**. ProPilot standardizes each row's address automatically and
    builds a preview.
  </Step>

  <Step title="Review the preview">
    The preview flags invalid rows, duplicates within your upload, and addresses that could not
    be standardized. Only clean rows are importable.
  </Step>

  <Step title="Confirm the import">
    Click **Import N comps** to finish. Rows that duplicate existing manual comps are skipped
    automatically.
  </Step>
</Steps>

Individual manual comps can be deleted from the list at any time.

## Recalculate All

Run **Recalculate All** after meaningful rule changes so saved properties reflect the new
configuration. It refreshes Deal Pipeline and Deal Hub properties; Lookup properties refresh
per property with their own **Recalculate** button.

## Setup tips

* Start from the platform defaults and adjust only when you see a consistent problem.
* Too many "Insufficient comps" results: raise **Max Days Old**, widen tier radii or size
  windows, or lower **Min Comps**.
* Comps feel too loose or dissimilar: tighten the early tiers (smaller radius, narrower size
  window, higher similarity) so good matches are preferred.
* Use manual comps for trusted off-market sales rather than loosening rules for everyone.

## Common questions

<AccordionGroup>
  <Accordion title="Why are there still no comps after I widened the rules?">
    Settings changes only apply when comps recalculate. Run **Recalculate All** (or
    **Recalculate** on the individual property) after saving.
  </Accordion>

  <Accordion title="Does Recalculate All refresh Lookup properties?">
    No. It covers Deal Pipeline and Deal Hub. Lookup properties refresh per property via
    **Recalculate**.
  </Accordion>

  <Accordion title="Will Recalculate All overwrite manual comp selections?">
    Recalculating rebuilds the candidate pool with current rules, so comps that no longer
    qualify can drop out of a selection. Review key deals after large rule changes.
  </Accordion>

  <Accordion title="Why can't I edit Target Comps?">
    The target comp count and the data fetch window are platform-managed. **Min Comps** and
    **Max Days Old** are the org-level controls.
  </Accordion>

  <Accordion title="What happens to grades if I delete a tier?">
    Grades come from the tiers comps qualify under, so removing a tier changes which grades can
    appear. The overall grade always stays within the grades defined in your current ladder.
  </Accordion>

  <Accordion title="My CSV import skipped rows - why?">
    Rows are skipped when required fields are missing or invalid, when the address cannot be
    standardized, or when they duplicate another row in the upload or an existing manual comp.
    The preview lists the reason for each skipped row before you confirm.
  </Accordion>
</AccordionGroup>