Getting the most out of any CRM requires good-quality data, and the success of AgencyCloud tools such as Power Reports and MI Analysis dashboards, upon which key business decisions are made every day, is largely dependent on the accuracy of the data you input.
Data Accuracy Analysis dashboard in AgencyCloud
The Data Accuracy Analysis dashboard, available in AgencyCloud’s Management Information (MI) Suite, tracks the accuracy of applicant and property data entered into your database, helping you to easily pinpoint problem areas in your data and take quick action, resulting in a more reliable database in the long term.
It’s your single source of truth, making what can feel like an overwhelming task far more manageable.
Find the dashboard from the main menu via Reports, and then MI Analysis.
Getting the most out of your Data Accuracy Analysis dashboard:
- Data quality is represented by an overall score for applicant and property records, and the success of managing them, allowing you to compare branch by branch and set targets for minimum standards.
- Dynamic bar charts indicate quality levels within key areas of each record type, allowing you to identify common weak areas within the data.
- Customisable lists of individual property and applicant records provide precise information and allow granular analysis of the data.
- Output to MS Excel permits further analysis and graphical representation if required.
Feature Focus Podcast - Ep 8: Data Accuracy
Learn more (available to Reapit customers)
Want to find out more about this feature? Visit the Knowledge Base to see our comprehensive guide on the Data Accuracy Analysis dashboard. Alternatively, you can contact your Customer Success Manager to discover how you can get the most out of your AgencyCloud software.