Applicant Analysis MI Analysis dashboard

Owned by Fiona Hardy
Last updated: Feb 20, 2024
6 min read

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

The Applicant Analysis dashboard, one of the Management Information (MI) real-time dashboards available in Reapit, offers inbuilt real-time analysis of the applicant data held in your sales database

This real-time dashboard will help you to identify opportunities and potential business in your existing data

Figures are calculated automatically based on journal activity and other records across the database, meaning less reliance on time-consuming, and potentially inaccurate, manual reporting methods

To make sure the dashboard contents are accurate and reliable, ensure the following is consistently logged:

  • all applicants details are entered and each one has an applicant status screen completed in full

  • viewings are consistently logged including applicant data being entered in appointment details

  • offers are consistently logged against relevant applicants and the offer status is kept up-to-date

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 Applicant 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

Monthly Applicant Statistics

This chart shows applicant statistics for the previous 12 months plus the current month - hovering over the chart gives a summary for the chosen month 

  • Clicking the above chart displays a new chart in a separate window (as shown below) where, when viewing multiple offices, individual offices can be chosen

  • Figures shown can be changed from Viewing to Offer Rate % to other options (as shown right) - click the current view setting to change

Registered Applicants by Location

- Use the + and – buttons (or mouse wheel) to zoom in and out

- Click and drag the map to move position

- After making changes to the map, Centre Map displays it in its original position

  • Choose to view in Heat map or Markers view

  • In Markers view, hovering over the applicant on the map displays applicant information and clicking the map will display the relevant applicant record

  • Click Filter to change how the applicant data is shown and to choose to display specific applicant types, for example, selecting Selling Status then Renting will only display applicants currently renting

  • Clicking the 4-headed arrow icon (top right) opens the map in full screen with all available filters shown on the left

Viewing Breakdown

  • Displays a summary of applicants registered in the selected month according to how many viewings they have booked

Weeks to Offer

  • Displays a chart identifying, from the applicants who have offered, the number of weeks it took from them being registered on Reapit to submitting an offer

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

  • Chart colour

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

    • Tick/untick Use silver style maps to change the colouring of the map

  • Update heat map whenever map bounds change
    Allows you to choose if the heat map is updated each time changes to the map are made

  • Statistics to show
    Use the boxes to choose which charts/statistics to show on the dashboard

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

  • Clicking any figure within the breakdown displays the related applicant 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 Viewing Breakdown 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 the example above, when clicking a viewing figure, the relevant list of applicants 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

  • 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

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