This guide has been reviewed against our global client base and classed as relevant to all regions
The Withdrawal Analysis dashboard, one of the Management Information (MI) real-time dashboards available in AgencyCloud, offers inbuilt real-time analysis of the withdrawn sales property data held in your Reapit database
This real-time dashboard will help you to spot trends and highlight properties at risk of withdrawal
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
To make sure the dashboard contents are accurate and reliable, ensure the following is consistently logged:
When given instruction to sell a property, change its status to For Sale
When given the instruction to stop marketing a property before it has been sold, ensure the property status is changed to Withdrawn
The Reason the property has been withdrawn should be entered
or, where a preconfigured list is offered, the relevant option should be selectedIf the vendor has instructed another agent, the Instructed Agent should be selected
selecting an agent will change the status of the property to Withdrawn (disinstructed)
Accessing the dashboard, using the date & office filters plus general tips
Access the dashboard
Choose which data to view - Office(s) or Company
Choose which month to view
General tips for using the dashboard
|
Withdrawal to Instruction Ratio
Withdrawal to instruction ratio for the current month, based on the instruction and withdrawal dates
|
Weeks to Withdrawal
Number of properties withdrawn in relation to when they were instructed
|
At Risk of Withdrawal
No Recent Activity 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
No Offers after 3 months Number of properties instructed for a specific number of months or more that have had no offers
|
The periods in weeks/months used for No Recent Activity and No Offers can be changed - see Settings section for more information
Fees Lost
Total of fees lost in this month and last month due from withdrawn properties
|
Monthly Withdrawal Statistics in Last 12 Months
Instruction and withdrawal counts for the whole company over the past full 12 months
|
Withdrawal Reasons and Instructions Lost To
Withdrawal reasons and agents withdrawn properties have been lost to in the selected month
|
Settings
Accessing Settings
| |
Settings options All Settings options are shown below
|
Data grids
Viewing data grids Data grids are available to allow you to drill down to view the data behind the chart/statistic
|
Data grid features
|
Show data bars
|