This guide has been reviewed against our global client base and classed as relevant to all regions
Achieving the maximum from your AgencyCloud database requires a high level of quality data
The Data Accuracy Report should act as the first port of call to get your data in the best possible shape - helping to make what might feel like an overwhelming task far more manageable
For more information on accessing and using the Data Accuracy Analysis dashboard, click here
Why and how is this useful?
As with any CRM system, you get out what you put in. For example, the success of using Power Reports can only really be judged if you are confident that your data is accurate and of a high standard.
The Data Accuracy report puts a high level score both on data quality for applicants/properties and also the success of managing them.
If you have attempted to use Power Reports and feel uneasy with the results you are producing, improving your data accuracy score needs to be the first part of your action plan.
In agency, contacting your clients is a basic, fundamental part of your day. The right-hand management score should not be overlooked, as this will provide an overall picture towards how well you are, as an office, at regularly contacting your clients, as well as the volume of who has a future contact date set.
Understanding the metrics
Each metric listed below refers to each panel of the dashboard.
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