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Tip

Number of properties withdrawn in relation to when they were instructed

  • Hover over the chart area for a summary

  • Option to change pie chart to column chart (top right)

  • Click grid icon (top right) to see the data behind the chart

At Risk of Withdrawal

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No Recent Activity

Tip

Number of properties instructed for a specific number of months or more that are for sale/available but haven’t had any recent viewings or contact from the agent

  • Hover over statistic for a breakdown of how the figure has been achieved

  • Click the figure to see the data behind the chart in a grid

No Offers after 3 months

Tip

Number of properties instructed for a specific number of months or more that have had no offers

  • Hover over statistic for a breakdown of how the figure has been achieved

  • Click the figure to see the data behind the chart in a grid

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Accessing Settings

  • Click cog icon (top right of dashboard)

    See next step for all available options

Settings options

All Settings options are shown below

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  • Office scope includes
    Choose the office(s) you wish to include when selecting Office at the top of the Withdrawal Analysis screen

  • Chart colour

    • Select from Multi-coloured or Single-coloured charts, when choosing single-coloured, the Chart colour used can be chosen 

  • Weeks to withdrawal display type
    Select the type of chart to use for the Weeks to Withdrawal statistic- options are Pie or Column

  • At Risk - No Recent Activity

    • Instruction cut off - number of months a property is on the market with no activity before it is flagged as 'at risk'

    • Last viewing period - number of weeks without a viewing before a property is flagged as 'at risk'   

    • Contact period - number of months before a vendor who hasn't been contacted is flagged as 'at risk' - see below for what types of contact are considered

    • Contact types - the contact types (as logged in the journal) which is classed as contact with a vendor

  • At Risk - No Offer

    • Instruction cut off -  number of months a property is on the market with no offers before it is flagged as 'at risk'

  • Statistics to show
    Use the boxes to choose which charts/statistics to show on the dashboard
    Withdrawal reasons are only available when set-up on AgencyCloud - see Withdrawal Reasons section above for more information

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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

  • Clicking any figure within the breakdown displays the related property records, allowing individual records to be viewed

Data grid features

  • The data behind a chart/statistic clicked is shown in a grid
    The example below is shown when clicking the No Recent Activity statistic

  • Click the column heading(s) 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 the example above, when clicking a figure, the relevant list of properties will be displayed

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

  • Ticking Show Data Bars displays coloured bars that represent each figure based on its ratio with the percentage of the Total figure (options to show % of Max/Parent are also available)

  • 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

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