The Applicant Analysis dashboard, one of the Management Information (MI) real-time dashboards available in AgencyCloud, offers inbuilt real-time analysis of the applicant data held in your sales database
This real-time dashboard will help you to identify opportunities and potential business in your existing data
Figures are calculated automatically based on journal activity and other records across the database, meaning less reliance on time-consuming, and potentially inaccurate, manual reporting methods
Accessing the dashboard, using the date & office filters plus general tips
Access the dashboard Each panel is covered below - click a link to jump to a specific section Choose which data to view - Office(s) or Company Choose which month to view 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
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Monthly Applicant Statistics
Clicking the above chart displays a new chart in a separate window (as shown below) where, when viewing multiple offices, individual offices can be chosen Figures shown can be changed from Viewing to Offer Rate % to other options (as shown right) - click the current view setting to change
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Registered Applicants by Location
Using the map - Use the + and – buttons (or mouse wheel) to zoom in and out - Click and drag the map to move position - After making changes to the map, Centre Map displays it in its original position Choose to view in Heat map or Markers view
In Markers view, hovering over the applicant on the map displays applicant information and clicking the map will display the relevant applicant record
Click Filter to change how the applicant data is shown and to choose to display specific applicant types, for example, selecting Selling Status then Renting will only display applicants currently renting
Clicking the 4-headed arrow icon (top right) opens the map in full screen with all available filters shown on the left
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Viewing Breakdown
Weeks to Offer
Settings
Accessing Settings | |
Settings options All Settings options are shown below Office scope includes Choose the office(s) you wish to include when selecting Office at the top of the Applicant Analysis screen
Chart colour Select from Multi-coloured or Single-coloured charts, when choosing single-coloured, the Chart colour used can be chosen Tick/untick Use silver style maps to change the colouring of the map
Update heat map whenever map bounds change Allows you to choose if the heat map is updated each time changes to the map are made
Statistics to show Use the boxes to choose which charts/statistics to show on the dashboard
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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 records, allowing individual records to be viewed
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Data grid features The data behind a chart/statistic clicked is shown in a grid The example below is shown when clicking the Viewing Breakdown 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
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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 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
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