Versions Compared

Old Version 1

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 2

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

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

The Offers & Pipeline dashboard, one of the Lettings Management Information (MI) real-time dashboards available in AgencyCloud, offers inbuilt real-time analysis of your current lettings offers & pipeline for the current month to date (as well as up to a year prior to this)

Data for the whole company and , individual offices or individual users can be displayed

The dashboard includes information on…

Accessing the dashboard, using the date & office filters plus general tips

Access the dashboard

  • From the main menu, click Reports

, click MI Analysis

  • and select Pipeline

AnalysisImage Removed

Each panel is covered below - click a link to jump to a specific section

Table of Contents
minLevel2
maxLevel2

  • Report

ADD SCREENSHOT OF MAIN SCREEN

Choose which data to view

- Office

  • The whole company is shown by default

  • To filter the view by office, click Office & select which office(s)

or Company

  • Select Office or Company top left

  • The Office data shown will default to your own office - this can be changed via Settings

Choose which month to view

  • The current month to date will be shown by default - see top left

    • Click the drop-down menu to change the view - the last 13 months prior to the current month can be shown

    • to view

    Image Added

    • To filter by user, click Negotiator and select the required name(s) from the list

    Choose timeline

    • The current pipeline is shown by default

    • Click Month for the option to change the view to:

      • This Month

      • Next Month

      • Pick dates

    Image Added

    General tips for using the dashboard

    • Use the Settings section to change how data is shown

    • Hover over charts & statistics to see a tooltip which displays more information about the figure

    • Click on a blank area of a panel to see the data behind the chart or statistic in a grid
      Click on a section of a chart to see the data for just that area

    • When viewing the data in a grid, use grid functions to sort the data and export to Excel
      See the Data grids section for more information

    Renewal Negotiations

    • Current status of renewal negotiations due to start within the selected month

    Info

    Hovering over the chart area gives more information in a tooltip, clicking the chart shows a data grid
    See General tips for using the dashboard section above for more information

    ...

    Overdue Renewal Negotiations

    • Current status of negotiations which are overdue

    Info

    An overdue negotiation is one where the renewal has a status of Started or Negotiating and the renewal Start Date is in the past
    (excluding those with no start date)

    ...

    Renewal Negotiations Trend

    Tip

    This chart allows trends for each month for the year-to-date to be displayed - the chart can be filtered by status or office - a pop-out chart option is also available which allows both the office and status filter options to be used together

    ...

    Default view - filtered by Status

    For all charts in this section:

    • Use the tick boxes on the left to choose which negotiation status types to show

    • Hove over points on the chart show the actual figure

    • Click on the chart to see the data in a grid

    ...

    Filtered by Office

    • Use the Filter menu (top left) to switch the chart to view by Office

      Image Removed

    ...

    Pop out chart option

    • Click the icon top right of the chart to view as a pop-out chart

    • Use the Filters on the left for Status and/or Office

      Image Removed

    • Or, change the view to Office Comparison and choose which offices to compare

      Image Removed

    Stats

    Settings

    Tip

    The Settings options allow allows you to choose how what data is displayed on your dashboard

    Changes made to Settings apply to the user who made them, therefore allowing you to customise your dashboard to match your priorities

    Settings

    Accessing Settings

    • Click cog icon (top right of dashboard)

      See next step for all available options

    		Image Removed

    • options

    All Settings options are shown below

    Image Removed

    Office scope includes

    • Default is to show just your office

    • Use the drop down menu to change this and/or select other offices

    Chart colour settings

    Changes the chart colour scheme across all charts on the dashboard

  • Default is set to Multi-coloured charts

    • Can change to Single-coloured charts which requires the colour to be selected (to right of option)

    Statistics to show

    • Each tick box allows each of the three individual panels on the dashboard to be removed

    • Default setting is to display all panels

    Reset

    • Puts all settings in this screen back to their default settings

    Data grids

    Viewing data grids

    Data grids are available to allow you to drill down to view the data behind the chart/statistic

  • Click on a blank area of a panel to see the data behind the whole chart/statistic in that panel
    OR

    • Click on a section of a chart to see the data for just that area
    See example in next section

    Data grid features

  • The data behind a chart/statistic clicked is shown in a grid
    The example below is shown when clicking the Renewal Negotiation Trends panel

    Image Removed

  • Click the column headings to sort by that column (ascending/descending)

  • Click Export to export the data shown to an Excel spreadsheet

    • Click a figure in the grid to see the associated records
    In this example, when clicking a figure in the Started column, the related data is shown in a grid

    Image RemovedA Print option is available (bottom right) which allows the content of the grid to be exported

    i.e. to email, letter, SMS or Excel

    Show Data Bars

    • Ticking Show Data Bars displays coloured bars that represent each figure in the grid based on its ratio with the percentage of the total figure

      Image Removed

    • Click % of Total drop-down menu to change this to show a percentage of the Maximum (Max) figure or show a percentage of the Parent figure (e.g. for a negotiator, the parent value is the office)

    • The shading width and colour differs to indicate the % share of the overall total of that figure - green shading indicates the figure being in the top third of the overall figure, yellow indicates the middle third and red the bottom third

    Filter by label (Content by label)
    showLabelsfalse
    max8
    sortmodified
    showSpacefalse
    reversetrue
    cqllabel in ( "lettings-mi" , "propman" )
    Excerpt
    hiddentrue

    The Offers & Lettings Pipeline dashboard offers inbuilt real-time analysis of your lettings data, including…

    ...