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This guide has been reviewed against our global client base and classed as relevant to all regions

The Sales MI dashboard offers a comprehensive overview of all key metrics...

On the main menu, click Reports, and in MI Analysis, select Dashboard:

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1. What's included in the statistics?

Report on one/more offices or company: (where security settings allow)
use the filter options at the top of the screen to select Office or Company
The office data shown can be changed via the Settings screen - see step 9 below
Report by month: use the Date filter menu to select a month to report on - up to one year previous to the current month is available

2. Portal Enquiries

3. Market Appraisal Information

4. Withdrawal Information

5. Pipeline

6. Data Accuracy

7. Applicant Information

8. Sales

9. Settings

From top right of dashboard:

Click Settings (cog icon)
Office scope includes
Choose the office(s) you wish to include when selecting Office at the top of the Sales MI Dashboard screen
Portal Enquiries shows Applicant information
With this option ticked, the Portal Enquiries panel will show applicant enquiry information with the option to switch to valuation enquiry information
Unticking this option will just show valuation enquiry information in this panel

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