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The Data Accuracy Analysis dashboard, one of the Management Information (MI) real-time dashboards available in AgencyCloud, focuses on the accuracy of applicant and property data entered in your database. It is a great tool for ensuring that your users are entering /updating data accurately.

This real-time dashboard will help you to easily pinpoint problem areas in your data and take quick action, resulting in a more reliable database, long term

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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

Office scope includes

  • Choose the offices that you wish to include when selecting Office at the top of the Data Accuracy Analysis screen

Apply date filter to reports

  • When unticked, the current status of all applicants and properties is shown

  • When ticked, the data shown is for properties/applicants registered in the current month - any month within the previous year can also be chosen using the drop-down menu

Include inactive applicants

  • Ticking this option will include inactive applicants in the data analysis

Choose property sale status…

  • The property status types that are being included in the analysis are displayed - use this field to remove or add status options

Management reports settings 

  • Applicant/vendor contacted in the last xx days: the duration that determines contact has been made between the agent and applicant/vendor

  • Choose journal entry types…: journal entry types that represent contact being made with an applicant/vendor

  • Applicant/Property management field weights: weighting allows you to focus on which activities are more important - see 4a for further information

  • Show applicant/property management reports: un-ticking this option removes the Applicant/Property Management panel(s) from the dashboard

Registration reports settings

  • Applicant/property registration field weights: weighting allows you to focus on which activities are more important - see 4a for further information

  • Show applicant/property registration reports: un-ticking this option removes the Applicant/Property Registration panel(s) from the dashboard

Expand
title4a. Changing weighting settings

Each percentage chart on the dashboard can be altered so that the more important statistics can be more heavily weighted when the weighted average is calculated.
The default is for all statistics to be weighted equally

For example, if users are missing recording applicant requirements but are highly competent at recording their contact details, the Settings screen could be used to change the statistical weightings, so that completing applicant requirements is weighted more heavily than other statistics.

The numbers shown in the field weights sections above are the score each field is currently being given; the default being 10, which equates to very high. The lower the number assigned, the less priority is given to that field; to discount it altogether, 0 can be entered.

For this example, the Requirements field setting should remain at 10, with other fields being downgraded, as appropriate:

Using default weightings

When each field is weighted equally (with each field set to the default of 10), the Applicant Registration metric is at 91% and the weighted averages are calculated, as below

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Changing field weightings

When the field weightings are changed (as shown above), giving high priority to Requirements and lower priority to all other fields, the metric is at 78% and the weighted averages as below; using a weighted average calculation reflects in the overall percentage to encourage negotiators to improve performance of the targeted metric

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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

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

  • Data shown by default is the missing data, i.e. data not entered into AgencyCloud
    This allows managers and negotiators to focus on missing areas and take action specifically on those
    This can be changed by clicking Show missing data and selecting Show data entered

Data grid features

  • The data behind a chart/statistic clicked is shown in a grid
    The example below is shown when clicking the Applicant Registration panel

  • 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 the example above, when clicking a viewing figure, the relevant list of applicants 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

  • 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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