Using the Applicant Analysis dashboard

Owned by Fiona Wilson
Last updated: Jan 19, 2023
4 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Applicant volumes will fluctuate throughout the year - keeping a real, focused database is always a challenge, especially in busy times

The Applicant Analysis dashboard report provides you with an enhanced overview of your applicants registered for the month - such as: who they are, where they live, median price requirements and ability to sell

For more information on accessing and using the Applicant Analysis dashboard, click here:

Why and how is this useful?

Applicants are registered daily and are automatically added to your existing pool of branch applicants. Understandably, agents can become guilty of concentrating on applicants likely to yield results quicker, but by viewing a monthly picture of your applicants registered so far, it can be rewarding to ensure your new data is complete, matching the standards required within your business.

By reviewing this report on a regular basis, the new applicants that form part of your existing data are given the best chance of receiving a more focused and successful service from your business.

It is also useful to note how active your new applicants have been - the viewing breakdown within this report will allow you to provide greater focus toward these buyers, who could potentially react quicker to such events as fall throughs, for example.

Understanding the metrics

Each metric listed below refers to each panel of the dashboard

The date range picker at the top of the report offers a 12 month back date review - make sure you have selected the required date range first.

  • The main graphic is a ‘heat map’ representing the addresses of your applicants registered for the month - it may not always be obvious that the majority, or even the minority, of your buyers live ‘out of town’ and are looking to purchase within your area - this map will give you a better picture of their current location

  • A benefit of this metric can be seen by clicking the four-headed arrow (top right of the map)
    This presents another report with a much deeper focus towards a number of metrics and statistics by using the options on the left

  • It is recommended to examine this data, as it may become apparent that your applicant data is not as comprehensive as you would like
    For example, you may note that None or Not Set counts are on the high side, by ticking a metric on the left, you can then click the Grid icon (top right) to review the raw data sat behind the figure and update your records where required

  • You can also select Markers (as shown above) at the top left of the window, this changes from heat map view to coloured address markers which, dependent on the value you select from the left hand check boxes, provides a scroll over for details on the applicant

  • The corresponding pie chart icon next to each section will split the markers into an associated colour, representative of the data - this is useful for a graphical view toward buyers with a budget of interest or those with a certain selling position - particularly those not yet on market who could well be living within your area of influence

  • This section provides visibility of applicants registered in the month to date who have, or have yet, to view a property with your office

  • Click into the figure to produce the raw data

  • Newly registered applicants may not have had the chance to view yet, although it is still worth examining all applicants who have yet to view - asking such questions as:
    Have we got their budget correct?
    Are the requirements recorded correctly?

  • Poor or incomplete data leads to inaccurate matching and thus viewing levels may suffer as a consequence, so it is important to get this right

  • Similar to the Viewing Breakdown section above, the Weeks to Offer metric is a useful guide to note the average length of time your applicants make their first offer

  • Clicking through to the raw data allows you to see additional grids where actual days/weeks to offer for individual applicants are shown

  • The data within this section is for all branch applicants, regardless of registered date

  • You may find the results surprising, but it could form part of a bigger picture towards your branch focus regarding applicant management - ask such questions as:
    Do you call your buyers often enough?
    Are you matching them suitable stock?

  • This graph offers a 12 month view on your activity levels for Viewings, Offers and Accepted Offers

  • Scroll over any month on the graph to display a viewings to offer ratio

  • A clear disparity between viewing levels and offer numbers should not be overlooked - ask:
    Are negotiators taking buyers on a high number of unsuitable viewings?
    Quality should be the preference over quantity

  • Click the four-headed arrow to expanded the graph into a new window where office activity comparisons can be made - tick the box beside the office(s) in question