Withdrawal Analysis MI Analysis dashboard

Access the dashboard

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

Open

• 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

• Hover over the chart area for a summary
  
  

• Click grid icon (top right) to see the data behind the chart

• Hover over the chart area for a summary
  
  

• Option to change pie chart to column chart (top right)
  
  

• Click grid icon (top right) to see the data behind the chart

No Recent Activity

• Hover over statistic for a breakdown of how the figure has been achieved

• Click the figure to see the data behind the chart in a grid

No Offers after 3 months

• Hover over statistic for a breakdown of how the figure has been achieved

• Click the figure to see the data behind the chart in a grid

• Hover over the figure for a breakdown of how it has been achieved
  
  

• Click a figure to see the data behind the chart in a grid

• Hover over a circle (or data point) to displays detailed information

• Click the chart (or icon top right) to view chart by office

• Hover over a figure for a breakdown of how it has been achieved

• Click a figure to see the data behind the chart in a grid

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
  Choose the office(s) you wish to include when selecting Office at the top of the Withdrawal Analysis screen
  
  

• Chart colour

  • Select from Multi-coloured or Single-coloured charts, when choosing single-coloured, the Chart colour used can be chosen 
    
    

• Weeks to withdrawal display type
  Select the type of chart to use for the Weeks to Withdrawal statistic- options are Pie or Column
  
  

• At Risk - No Recent Activity

  • Instruction cut off - number of months a property is on the market with no activity before it is flagged as 'at risk'

  • Last viewing period - number of weeks without a viewing before a property is flagged as 'at risk'   

  • Contact period - number of months before a vendor who hasn't been contacted is flagged as 'at risk' - see below for what types of contact are considered

  • Contact types - the contact types (as logged in the journal) which is classed as contact with a vendor
    
    

• At Risk - No Offer

  • Instruction cut off -  number of months a property is on the market with no offers before it is flagged as 'at risk'
    
    

• Statistics to show
  Use the boxes to choose which charts/statistics to show on the dashboard
  Withdrawal reasons are only available when set-up on Reapit - see Withdrawal Reasons section above for more information

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 property records, allowing individual records to be viewed

Data grid features

• The data behind a chart/statistic clicked is shown in a grid
  The example below is shown when clicking the No Recent Activity statistic

• Click the column heading(s) 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

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

• 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