Agentbox Analytics +
Analytics+ Reports offer key metrics, granular information, interactive reporting dashboards, and drill-down options with customisable features and download capabilities.
*Note: Analytics+ is available only to premium and enterprise clients.
Index
*Note: Only Master users can activate Analytics:
- Click your name (in the top right corner of Agentbox)
- Select Manage Subscription
- Click Activate
1. To access Analytics, navigate to Reports from the bottom of the screen.
2. Under the Reports section, Analytics+ will now be available.
3. Click on the Analytics+ tab to display the list of available reports.
4. Click on the Analytics+ report you would like to view.
5. The reporting data will populate on the page. Using the Filters menu on the right side, click the pencil icon to open the filtering tools and select the specific data you would like to focus on.
6. Select the checkbox next to the search option to exclude all results from the search. You can then either scroll through the filters to select or type in the filter criteria you need.
7. Once you have selected the filter rules, they will appear on the bottom of the filter edit box. Click OK to proceed with populating the filter specific data.
7a. The types of report filters will vary based on the report type you are in. For example, in the Sales Report type, filtering options include:
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Office (relates to your office or offices you have access to view report data for that site)
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Agent Name (allowing you to filter to all or specific agents)
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Report Period (allows for filtering down into specific date ranges, years, or time frames)
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Sales Reporting Type (specific statuses of the reporting type e.g. Inc Conditional, Settled, Unconditional)
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Listing Status (listing status types can include appraisal, available, conditional, leased, listing presentation, missed appraisal and more)
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Listing Date (listing date filter uses the same formatting report period uses for specific date ranges, years, or time frames)
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Listing Type (filter by lease, sale, or sale/lease)
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Property Type (filter as commercial, holiday, residential, or rural)
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Property Category (filtering property categories such as acreage, apartments, land, retail, block of units etc.)
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State (filter to specific states)
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Postcode (filter to specific postal codes)
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Suburb (filter to specific suburbs)
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Archived Agents (filter to display any agent data that has been archived)
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Archived Listings (filter to display any listing data that has been archived)
8. Once the page has been refreshed, the rules you’ve applied will now be displayed on the main screen of the Analytics+ report. By clicking the three dots on the top right of the filters panel, you will have the ability to save the filters set as a default.
9. From this view, you can scroll through and examine the reporting data. To save a copy of the report with the currently displayed data, simply press the ‘PDF’ button at the top of the page to download it.
Note: The PDF will initially render the report in A4/Portrait by default. It is recommended to change this to A2/Landscape. Upon saving, the system will remember your preferences.
10. Alternatively, from inside any of the data fields, click the 3 action dots on the top right of the report table, you will have the ability to download the data as an image, PDF, or CSV file, which is dependent on the widget type selected. This allows for more flexibility when working with those numbers externally.
11. As an alternative to using the filtering options on the right side of the page, clicking into a chart or table will allow you to filter by the dimension selected.
12. To drill down into specific data, select your desired dimension for that data point.
13. Through report data such as Commission Trend or Timeline report data, selecting the 'Analyze it' option will allow for deeper analysis using trend settings.
14. Enabling Trend Settings allows Target Variables to display Linear or Logarithmic trend types, accompanied by a summary of the optimal trend type. Enable the Compare To trend to view data from the previous year, quarter, or month, and disregard anomalies in your trending data.
15. Hover your mouse cursor over the trend detail to display a brief summary of the data for the selected period.
16. Forecasts can be added to any chart which displays a timeline. Navigate and click on the 'Analyze It' icon on the chart.
17. Navigate to Forecast > select the type of chart forecast you wish to view > go to Forecast Settings.
18. Enable the Forecast bar to be visible. Select the evaluation period of data and forecast period. Once you’ve entered this information, click Apply.
Note: You will need to have 30 data points of data to enable a forecast.
19. To restore Analytics+ to the default settings and display all information, click on the circular arrow icon at the top right of the filters tab.
20. All data will be repopulated on the page. The arrow will appear faded, indicating that the default values for reporting are displayed.
The Master User who activates Analytics will have the required permission by default, and they can provide the permission to other relevant staff as required.
1. Search for their Staff card
2. Go to the Access Tab
3. In the Reporting permissions, select Access Analytics Plus.
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