Data Accuracy Analysis MI Analysis dashboard

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

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

The Data Accuracy Analysis dashboard, one of the Management Information (MI) real-time dashboards available in Reapit, focuses on the accuracy of applicant and property data entered in your database. It is a great tool for ensuring that your users are entering /updating data accurately.

This real-time dashboard will help you to easily pinpoint problem areas in your data and take quick action, resulting in a more reliable database, long term

Reapit is feature-rich for contact management and reporting tools, both of which require a reliable database to ensure a reliable output

Accessing the dashboard & using the office filters plus general tips

Access the dashboard

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

The default is for the data to show information as it currently stands - this can be changed via Settings (ticking Apply date filter to reports adds a drop-down menu to the top of the dashboard allowing a specific month within the last year to be selected)

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 a panel to see the data behind the chart/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

Applicant Registration & Applicant Registration Data Quality

Applicant Registration

Applicant Registration quality - as a percentage

  • Hovering over the chart highlights how many applicant records are being reviewed plus the amount of applicants with the data entered

  • Clicking the chart shows a grid highlighting the areas where data is missing (can be changed to where data has been entered)

  • Clicking the grid shows the relevant applicants

 

Applicant Registration Data Quality

Applicant Registration quality - broken down by data type

  • Hovering over the chart highlights how many applicant records are being reviewed

  • Clicking the chart shows a grid highlighting the areas where data is missing (can be changed to where data has been entered)

  • Clicking the grid shows the relevant applicants

 

Applicant Management & Applicant Management Data Quality

Applicant Management

Applicant Management quality - as a percentage

  • Hovering over the chart highlights how many applicant records are being reviewed and, out of those, how many have been contacted and how many have a future next call date set

  • Clicking the chart shows a grid highlighting the areas where the contact is missing (can be changed to where contact has been entered)

  • Clicking the grid shows the relevant applicants

 

Applicant Management Data Quality

Applicant Management quality - broken down by type

  • Hovering over the chart highlights how many applicant records are being reviewed

  • Clicking the chart shows a grid highlighting the areas where the contact is missing (can be changed to where contact has been entered)

  • Clicking the grid shows the relevant applicants

 

How often contact is required and what is classed as ‘contact’ can be changed - see Settings section for more information

Property Registration & Property Registration Data Quality

Property Registration

Property Registration quality - as a percentage

  • Hovering over the chart highlights how many property records are being reviewed plus the amount of properties with the data entered

  • Clicking the chart shows a grid highlighting the areas where data is missing (can be changed to where data has been entered)

  • Clicking the grid shows the relevant properties

 

Property Registration Data Quality

Property Registration quality - broken down by data type

  • Hovering over the chart highlights how many property records are being reviewed

  • Clicking the chart shows a grid highlighting the areas where data is missing (can be changed to where data has been entered)

  • Clicking the grid shows the relevant properties

 

Property Management & Property Management Data Quality

Property Management

Property Management quality - as a percentage

  • Hovering over the chart highlights how many property records are being reviewed and, out of those, how many have been contacted and how many have a future next call date set

  • Clicking the chart shows a grid highlighting the areas where the contact is missing (can be changed to where contact has been entered)

  • Clicking the grid shows the relevant properties

 

Property Management Data Quality

Property Management quality - broken down by type

  • Hovering over the chart highlights how many property records are being reviewed

  • Clicking the chart shows a grid highlighting the areas where the contact is missing (can be changed to where contact has been entered)

  • Clicking the grid shows the relevant properties

 

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 offices that you wish to include when selecting Office at the top of the Data Accuracy Analysis screen

Apply date filter to reports

  • When unticked, the current status of all applicants and properties is shown

  • When ticked, the data shown is for properties/applicants registered in the current month - any month within the previous year can also be chosen using the drop-down menu

Include inactive applicants

  • Ticking this option will include inactive applicants in the data analysis

Choose property sale status…

  • The property status types that are being included in the analysis are displayed - use this field to remove or add status options

Management reports settings 

  • Applicant/vendor contacted in the last xx days: the duration that determines contact has been made between the agent and applicant/vendor

  • Choose journal entry types…: journal entry types that represent contact being made with an applicant/vendor

  • Applicant/Property management field weights: weighting allows you to focus on which activities are more important - see 4a for further information

  • Show applicant/property management reports: un-ticking this option removes the Applicant/Property Management panel(s) from the dashboard

Registration reports settings

  • Applicant/property registration field weights: weighting allows you to focus on which activities are more important - see 4a for further information

  • Show applicant/property registration reports: un-ticking this option removes the Applicant/Property Registration panel(s) from the dashboard

Each percentage chart on the dashboard can be altered so that the more important statistics can be more heavily weighted when the weighted average is calculated.
The default is for all statistics to be weighted equally

For example, if users are missing recording applicant requirements but are highly competent at recording their contact details, the Settings screen could be used to change the statistical weightings, so that completing applicant requirements is weighted more heavily than other statistics.

The numbers shown in the field weights sections above are the score each field is currently being given; the default being 10, which equates to very high. The lower the number assigned, the less priority is given to that field; to discount it altogether, 0 can be entered.

For this example, the Requirements field setting should remain at 10, with other fields being downgraded, as appropriate:

Using default weightings

When each field is weighted equally (with each field set to the default of 10), the Applicant Registration metric is at 91% and the weighted averages are calculated, as below

Changing field weightings

When the field weightings are changed (as shown above), giving high priority to Requirements and lower priority to all other fields, the metric is at 78% and the weighted averages as below; using a weighted average calculation reflects in the overall percentage to encourage negotiators to improve performance of the targeted metric

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/property records, allowing individual records to be viewed

  • Data shown by default is the missing data, i.e. data not entered into Reapit
    This allows managers and negotiators to focus on missing areas and take action specifically on those
    This can be changed by clicking Show missing data and selecting Show data entered

Data grid features

  • The data behind a chart/statistic clicked is shown in a grid
    The example below is shown when clicking the Applicant Registration 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

  • 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

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