Renewal Analysis - Lettings MI dashboard

Owned by Fiona Wilson
Last updated: Feb 21, 2024
6 min read

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

The Renewal Analysis dashboard, one of the Lettings Management Information (MI) real-time dashboards available in Reapit, offers inbuilt real-time analysis of the renewals data for the current month to date (as well as up to a year prior to this)

Data for the whole company and individual offices can be displayed

The dashboard includes information on current negotiations due by status, overdue negotiations and monthly negotiations for the year-to-date by status and by office - the ability to report on specific tenancy roles is also available

Accessing the dashboard, using the date & office filters plus general tips

Access the dashboard

  • From the main menu, click Reports, click MI Analysis and select Renewal Analysis

Each panel is covered below - click a link to jump to a specific section

Choose which data to view - Office(s) or Company

  • Select Office or Company top left

  • The Office data shown will default to your own office - this can be changed via Settings

Choose which month to view

  • The current month to date will be shown by default - see top left

  • Click the drop-down menu to change the view - the last 13 months prior to the current month can be shown

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

Renewal Negotiations

  • Current status of renewal negotiations due to start within the selected month for the selected tenancy role type
    (as specified in Settings)

Hovering over the chart area gives more information in a tooltip, clicking the chart shows a data grid
See General tips for using the dashboard section above for more information

Overdue Renewal Negotiations

  • Current status of negotiations which are overdue for the selected tenancy role type (as specified in Settings)

 

An overdue negotiation is one where the renewal has a status of Started or Negotiating and the renewal Start Date is in the past
(excluding those with no start date)

Renewal Negotiations Trend

Default view - filtered by Status

For all charts in this section:

  • Use the tick boxes on the left to choose which negotiation status types to show

  • Hover over points on the chart show the actual figure

  • Click on the chart to see the data in a grid

Filtered by Office

  • Use the Filter menu (top left) to switch the chart to view by Office

Pop out chart option

  • Click the icon top right of the chart to view as a pop-out chart

  • Use the Filters on the left for Status and/or Office

  • Or, change the view to Office Comparison and choose which offices to compare

Settings

Accessing Settings

  • Click cog icon (top right of dashboard)

    See next step for all available options

Settings options

All Settings options are shown below

Office scope includes

  • Default is to show just your office

  • Use the drop down menu to change this and/or select other offices

Show renewals for tenancies with role

  • This setting ensures that properties with the role of Managed tenancy will be used for the statistics

  • Use the drop-down list to include any other roles

Chart colour settings

Changes the chart colour scheme across all charts on the dashboard

  • Default is set to Multi-coloured charts

  • Can change to Single-coloured charts which requires the colour to be selected (to right of option)

Statistics to show

  • Each tick box allows each of the three individual panels on the dashboard to be removed

  • Default setting is to display all panels

Reset

  • Puts all settings in this screen back to their default settings

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

Data grid features

  • The data behind a chart/statistic clicked is shown in a grid
    The example below is shown when clicking the Renewal Negotiation Trends panel

  • 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 this example, when clicking a figure in the Started column, the related data is shown in a grid

    A Print option is available (bottom right) which allows the content of the grid to be exported
    i.e. to email, letter, SMS or Excel

Show Data Bars

  • Ticking Show Data Bars displays coloured bars that represent each figure in the grid based on its ratio with the percentage of the total figure

  • Click % of Total drop-down menu to change this to show a percentage of the Maximum (Max) figure or show a percentage of the Parent figure (e.g. for a negotiator, the parent value is the office)

  • 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