Portal Analysis MI dashboard

1. View data at company or office level and select month to report on

Use the filter options top left to:

• Report on one/more offices or the whole company (where security settings allow)
  Use the filter options at the top left of the dashboard to select Office or Company
  The office data shown can be changed via the Settings screen - see section 5
   

• Report by month
  Use the Date filter menu to select a month to report on - up to one year previous to the current month is available

2. Applicant Internet Registrations

This chart displays, for the selected month, the amount of applicants sending their details to you and from which portal their enquiry originated 

• Hovering over the chart and chart background will display more information in a tooltip

• Click the grid icon (top right) to view a breakdown of the data behind it
  

• Clicking any number in the grid displays the actual internet registrations received that make up the figure

Export & Data Bars functions

Export

Clicking Export pulls the data from the table into an Excel spreadsheet

Data bars

Open

Ticking Show Data Bars displays coloured bars that represent each figure based on its ratio with the percentage of the Total figure

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

3. Property Internet Registrations

This chart displays, for the selected month, the amount of valuation requests received and from which portal their request originated 

• Hovering over the chart and chart background will display more information in a tooltip

• Click the grid icon (top right) to view a breakdown of the data behind it
  The same format is used as seen in the grid example shown in section 2
  Clicking any number in the grid displays the actual internet registrations received that make up the figure
  
  

4. Monthly Internet Registrations Statistics

This chart displays data for applicant leads or valuation/property leads over the period of a year

• Hovering over the chart and chart background will display more information in a tooltip

The chart can be changed depending on what data is important to you

From the Showing menu:

• Select Applicants for applicant leads or Properties for valuation/property leads

From the Filter menu, options are: 

• Source shows which portal the enquiries originated from

• Enquiry Status shows what happened to each enquiry - does it remain unprocessed, was it added to Reapit or was it already in Reapit (RPS)

• Marketing Type shows the amount of sales and lettings enquiries

• Status shows the current status of an applicant registered or property added to Reapit as a result of a portal lead

• Office shows portal leads by office
  
  

• Click any point in the chart to view the breakdown of the data behind it in a grid 
  The same format is used as seen in the grid example shown in section 2
  Clicking any number in the grid displays the actual internet registrations received that make up the figure
  
  

• Click the 4-headed arrow (top right) to view more chart options
  A new chart view is displayed, see two examples below

When set to Filters (top left):

• Filter options on the left of the screen are offered, allowing you to be more specific with the data shown

• Click the pie chart icon to switch the graph type (i.e. Source, Enquiry Status, Marketing Type, Status etc.)
  E.g. as the Marketing Type filter of Sales is enabled on the Enquiry Status graph type - this chart is showing the actions taken with all sales leads received over this period

When set to Office Comparison (top left):

• Specific offices can be chosen (on left)

• Value to show can be set to applicants, properties or both

  E.g. this chart shows the number of valuation leads received between 3 offices

5. Settings options

From top right of dashboard:

• Click Settings (cog icon)
  Portal Analysis Settings screen will be displayed
  

• Office scope includes
  Choose the office(s) you wish to include when selecting Office at the top of the Portal Analysis screen
  
  

• Cache months to refresh
  The first time the report is loaded, the counts for the graphs are stored (or cached) - meaning that, on subsequent launches of the dashboard, the graphs will load quicker

  • Only the amount of months shown in this setting will be refreshed on launching the dashboard to ensure more accurate counts for the most recent months
    In this example, the most recent 4 months data will be refreshed in the cached data
    
    

• Statistics to show
  Use these options to decide which charts are shown in the dashboard (as seen in steps 2-4 above)
  
  

6. Changing the colour scheme

The colour scheme used for the charts can be changed where a colour circle is shown

For example, from the Monthly Internet Registration Statistics chart:

• Click the colour circle you wish to change

• Pick a colour from the palette
  Or click Customise for a more specific shade (and/or to enter RGB values)
  
  

• Click Accept
  The new colour will be used on all charts for that value type