This guide has been reviewed against our global client base and classed as relevant to all regions
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
AgencyCloud is feature-rich for contact management and reporting tools, both of which require a reliable database to ensure a reliable output
Accessing the dashboard & using the 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
The default is for the data to show information as it currently stands - this can be changed via Settings (ticking Apply date filter to reports adds a drop-down menu to the top of the dashboard allowing a specific month within the last year to be selected) General tips for using the dashboard
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Applicant Registration & Applicant Registration Data Quality
Applicant Registration Applicant Registration quality - as a percentage
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Applicant Registration Data Quality Applicant Registration quality - broken down by data type
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Applicant Management & Applicant Management Data Quality
Applicant Management Applicant Management quality - as a percentage
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Applicant Management Data Quality Applicant Management quality - broken down by type
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How often contact is required and what is classed as ‘contact’ can be changed - see Settings section for more information
Property Registration & Property Registration Data Quality
Property Registration Property Registration quality - as a percentage
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Property Registration Data Quality Property Registration quality - broken down by data type
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Property Management & Property Management Data Quality
Property Management Property Management quality - as a percentage
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Property Management Data Quality Property Management quality - broken down by type
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How often contact is required and what is classed as ‘contact’ can be changed - see Settings section for more information
Settings
Accessing Settings
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Settings options All Settings options are shown below Office scope includes
Apply date filter to reports
Include inactive applicants
Choose property sale status…
Management reports settings
Registration reports settings
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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
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Data grid features
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Show data bars
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