Using the Data Accuracy Analysis dashboard

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Achieving the maximum from your Reapit database requires a high level of quality data.

The Data Accuracy Report should act as the first port of call to get your data in the best possible shape - helping to make what might feel like an overwhelming task far more manageable.

For more information on accessing and using the Data Accuracy Analysis dashboard, click here

Why and how is this useful?

As with any CRM, you get out what you put in. For example, the success of using Power Reports can only really be judged if you are confident that your data is accurate and of a high standard.

The Data Accuracy report puts a high level score both on data quality for applicants/properties and also the success of managing them.

If you have attempted to use Power Reports and feel uneasy with the results you are producing, improving your data accuracy score needs to be the first part of your action plan.

In agency, contacting your clients is a basic, fundamental part of your day. The right-hand management score should not be overlooked, as this will provide an overall picture towards how well you are, as an office, at regularly contacting your clients, as well as the volume of who has a future contact date set.

Understanding the metrics

Each metric listed below refers to each panel of the dashboard.

 Settings screen

Settings (top right) allows you to choose to include or exclude active applicants - this setting is likely to influence your overall scores

  • Include inactive applicants: untick to exclude inactive applicants from your report

    For more information on the Settings options available, click here


 Applicant Registration & Applicant Registration Data Quality

The overall score is weighted upon the metrics on the adjoining graphic which displays applicants counts calculated by the success of each data element

  • Understanding these data elements appear straight forward in their meaning, but are hugely influential toward the impact of your service and the ability to prospect or nurture for more business
    For example, Phone, Email and Postcode are three metrics to where a perfect, or near perfect, score should be expected, as naturally, they will all influence your ability to contact your database successfully.

Let’s look at the remaining metrics and understand their influence:

  • Requirements
    An applicant record will be marked as successful providing they have at least one requirement checked within the applicant Requirements screen
    A non-checked Requirements screen will result in applicants being matched to all types of property, all styles, with or without garden, etc.

  • Area
    This looks at Areas in the applicant Requirements screen - also very influential towards matching
    Not setting areas means you could potentially be matching properties wildly outside of an applicant's desired location.

  • Price Range 
    Hugely influential toward matching - most applicants will have a budget in mind, so why match properties that they cannot afford? Worth noting however, this score may not always be perfect due to the volume of investors that may have a wide ranging budget.

  • Status 
    If you are looking to prospect smarter, completing the Status screen for all your applicants as accurately as possible, should be the first place to start. Any applicant with a selling position set which indicates that they have a property to sell, provides an instruction opportunity for your business. The Status screen is also where you can also record an applicant's ability to proceed, their buying position and reason - which is all useful data to be aware of.


 Applicant Management & Applicant Management Data Quality
The Settings screen holds an Applicant Contacted in the last x days setting - should you require to reduce or increase the number of days used - see Settings section above

Future Next Call Date

  • Indicates how many applicants have a future Next Call date set - one measure of success is to have a high score in respect of applicant quality, reviewing the number of applicants who have future planned contact will provide a picture towards your office focus on applicant management
    Are staff cherry picking who they call?
    If someone is delaying their search for a later date, do we have a future next call date set on their record to ensure that the conversation is had at the right time?

Contacted 

  • Reviews the Last Call date on every applicant record
    Are staff recording their conversation correctly?


 Property Registration & Property Registration Data Quality

The Settings screen, Choose property status... field, determines which property Status settings are used towards measuring this score - see Settings section above

  • Property data quality should always be at a very high level
  • By default, the metric shows the score for For Sale instructions and should be fully completed records (as they are being advertised on numerous portals)
  • Click into any figure to drill down into the raw data and make any necessary amendments, as seen in all MI dashboard reports


 Property Management & Property Management Data Quality

Identical to the Applicant Management section above - however, an enhanced focus is key here as regular vendor contact should be a staple of your daily/weekly tasks for the office

  • Many agents may quote that they devote a particular day for vendor call-outs, though it’s worth asking what the success rate is of those actually contacted? Would a vendor prefer a call on a particular day of the week? If so, place a Next Call date within the record
  • A low score within this section should cause concern - regular vendor contact is vital to your customer service output
  • Reviewing those Contacted is also key, not only is the regularity of the contact important, but the the recording of the content (via a journal note) is too