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

The range of Management Information (MI) real-time dashboard reports available in AgencyCloud offer inbuilt real-time analysis of a range of data held in your database

The new Management Information Dashboard, available from version 12.134, pulls together the current MI dashboards, enabling you to view the headline metrics for key performance indicators in one place, while providing access to current sales figures, including:

  • Headline metrics for portal enquiries, market appraisals, withdrawals, data accuracy & applicants for the selected month - including the current month and up to one year previous
  • The current pipeline
  • Year-to-date exchange & completion figures by month

Clicking any panel in the dashboard links to the associated MI dashboard or reporting screen to allow you to view the data in more detail - each panel is covered below


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

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 left of the dashboard 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

This chart displays, for the selected month, the amount of applicants or potential vendors/landlords sending their details to you and from which portal their enquiry originated 

Hovering over each figure displays more information about how the figure was reached

  • To switch between applicant and valuation enquiries, use the icons top right of the panel:

    • Click head/shoulders icon to show applicant enquiries
      Shown in main screenshot above

    • Click house icon to show valuation enquiries
      Shown right


Clicking this panel displays the Portal Analysis dashboard - click here for more information

3. Market Appraisal Information

Hovering over each figure displays more information about how the figure was reached

This chart displays figures for the selected month as follows:

  • Instruction Ratio
    From the number of market appraisals, the ratio of instructions gained from these as a percentage

  • Not Contacted in x days
    The percentage of contacts at MA status who have not been contacted
    What is classed as contact and the number of days used is configurable via the Settings option in the MA Analysis dashboard - see link on right for more information

  • Not Contacted in x weeks
    The percentage of contacts at lost MA status who have not been contacted
    What is classed as contact and the number of weeks used is configurable via the Settings option in the MA Analysis dashboard - see link on right for more information


Clicking this panel displays the Market Appraisal Analysis dashboard - click here for more 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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