This guide has been reviewed against our global client base and classed as relevant to all regions |
The Market Appraisal Analysis dashboard, one of the Management Information (MI) real-time dashboards available in Reapit, offers inbuilt real-time analysis of the market appraisal data held in your sales database
This real-time dashboard helps to spot trends and identify opportunities 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
To make sure the dashboard contents are accurate and reliable, ensure the following is consistently logged: enter all Market Appraisal appointments in the Reapit diary (or enter the MA date into the property Financial screen - this date can be used where configured via Settings when given instruction to sell, change the property status to For Sale if an instruction falls to another agent, change the status of the Market Appraisal property record to Lost instruction to other agent and enter the reason including details of the winning agent - this gives the property the status of For Sale – Available (Lost MA)
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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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What is included / not included in the data?
Data shown For all statistics* Market Appraisal data shown is for properties registered in the month selected using the date of the earliest MA appointment for the property * except Market Appraisal to Instruction Ratio and Monthly Market Appraisal Statistics in the Last 12 Months - see individual sections below for more information Where enabled via Settings, the MA Date from the property Financial screen can be used
Properties not counted |
Market Appraisal to Instruction Ratio
Shows the ratio as a percentage of properties with an MA in the diary but no instruction in the selected month Also: if a property does not have an MA appointment in the diary but does have an MA Date on the property Financial screen, this can be counted in the relevant month as an MA - see Settings section for more information if the property is either not external, or is external with the status of Lost MA but without an MA appointment, then the Registered date of the property is treated as the MA date
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MAs Not Contacted in 3 Days
Shows the percentage of MA properties where the vendor has not been contacted in 3 days+ |
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How often contact is required for MA properties and what is classed as contact can be be changed - see Settings section for more information |
Lost MAs Not Contacted in 15 Weeks
Shows the percentage of Lost MA properties where the vendor has not been contacted in 15 weeks+ |
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How often contact is required for Lost MA properties and what is classed as contact can be be changed - see Settings section for more information |
Average Days to Instruction
Allows average days from MA to instruction trends to be identified |
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Monthly Market Appraisal Statistics in the Last 12 Months
A comparison of the number of Market Appraisals & Instructions for each month (live and archived) - properties with an MA in the diary are counted, also: if a property does not have an MA appointment in the diary but does have an MA Date on the property Financial screen, this can be counted in the relevant month as an MA - see Settings section for more information if the property is either not external, or is external with the status of Lost MA but without an MA appointment, then the Registered date of the property is treated as the MA date
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Lost MA Reasons & Lost MA Agents
Previous Role Types
Previous Role Types identify where and how you are winning new business from existing contacts in your database |
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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 MA Analysis screen
Chart colour Use negotiator from diary entry... When clicking on the Market Appraisal to Instruction Ratio chart, the name shown in the grid for the MA appointment can either be the user name on the MA diary entry or the property manager name (tick for diary entry user name, untick for property manager name)
Not contacted MA period The number of days before a contact is classed as not contacted after an MA See below for what types of contact are considered
Not contacted Lost MA period The number of weeks before a contact is classed as not contacted after a lost MA See below for what types of contact are considered
Not contacted MA contact types The contact types (as logged in the journal) which is classed as contact after an MA
Not contacted Lost MA types The contact types (as logged in the journal) which is classed as contact after a lost MA
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/property records, allowing individual records to be viewed
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Data grid features 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 figure, the relevant list of properties will be displayed
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Show data bars Ticking Show Data Bars displays coloured bars that represent each figure based on its ratio with the percentage of the Total figure (options to show % of Max/Parent are also available) 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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Related articles
Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.
Outline of the main features and how to use the Market Appraisal Analysis dashboard |