Alto's new reporting functionality, Alto Analytics, gives you more valuable insights into your data than ever before.
Note
We’re gradually updating Alto’s reports to give you more insights and flexibility with reporting.
For a walkthrough of Alto's new reports, click here.
Reports are broken down in to dashboards - these dashboards are in turn broken down into tabs, each containing a variety of reports.
Outlined below are a list of all the different reports currently available in Reporting beta and where you can find them.
Lettings performance (dashboard)
Appraisals (tab)
- Booked appraisals - Shows the total number of appraisals booked
- Completed appraisals - Shows the total number of appraisals completed
- Cancelled appraisals - Shows the total number of appraisals cancelled
- Appraisal to instruction conversion rate - Shows the percentage of appraisals that have gone on to be instructed
- Lead Source - Shows a donut chart demonstrating the lead source for any appraisals, where they have been recorded
- Table breakdown of appraisals - Shows a table detailing all the appraisals represented in the dashboard, including links to the property records for ease of navigation
Instructions (tab)
- Won instructions - Shows the total number of instructions that have been won
- Average management commission % - Shows the average management commission rate as a percentage of the rental cost, where this information has been recorded on the property record
- Total management commission £ - Shows the total anticipated commission value for propeties with an instructed status
- Management type - Shows a donut chart detailing the breakdown of management types across the instructed properties
- Average rental amount (monthly) - Shows a bar graph detailing the average rental amount per property for each month (please note that where the dashboard is being filtered to show only one month's data, a single bar will appear on the chart)
- Instructions won per month (last 12 months) - Shows a bar graph detailing the number of instructions won each month for the preceding 12 months, overlayed with a trend line showing the average monthly rental value for the instructions won each month
- Average commission per month (last 12 months) - Shows a bar graph detailing the total projected income each month over the past 12 months, overlayed by a line showing the average commission percentage for the same period
- Pending instructions - Shows the total number of instructions actioned in the time that are still pending
- Lost instructions - Shows the total number of instructions for the time period that were lost
- Reason for lost instruction - Shows the reasons for any instructions being lost, where these have been provided
- Lost to another agent - Shows a breakdown of which businesses instructions have been lost to, where this is known
- Table breakdown of instructions - Shows a table detailing all of the instructions represented in the dashboard with links to their property records for ease of navigation
Viewings (tab)
- Booked viewings - Shows the total number of viewings booked
- Completed viewings - Shows the total number of viewings completed
- Cancelled viewings - Shows the total number of viewings cancelled
- Reason for cancellation - Shows the reasons for any viewing cancellations, where they are known
- Table breakdown of viewings - Shows a table detailing all of the viewings represented in the dashboard, including the links to relevant contact and property records for ease of navigation
Let (tab)
- Completed new lets - Shows the number of rental properties that new tenancies have started for
- Average rent of new lets - Shows the average rental value of your new lets
- Average days on market -Shows the average number of days your new lets were on the market for
- Management type for new lets - Shows a donut chart detailing the number of new lets with each different management type
- Average rent by management type - Shows a bar graph detailing the average rental value of new lets
- Let type - Shows a graph detailing the let type of all of your renewals, periodic and new tenancies, where the term date starts within your date range filter
- Management by let type - Shows a graph detailing the management type of all of your renewals, periodic and new tenancies, where the term date starts within your date range filter
- Breakdown of completed lets - Shows a table detailing all of your completed lets including links to property records
Branch comparison (tab)
- Completed appraisals per branch - Shows the total number of appraisals completed by each branch in a graph for easy comparison
- Won vs lost instruction per branch - Shows the number of won and lost instructions for each branch in a graph to aid with drawing comparisons
- Appraisal to instruction conversion rate - Shows the percentage of appraisals converting to instructions for each branch
- Management type - Shows the number of properties with each management type for each branch
Lettings pipeline (dashboard)
Available (tab)
- Available lets - Shows the total number of rental properties you have available on the market
- Average rent - Shows the average rental value per month of your available properties
- Management type - Shows the number and percentage of available properties by management type
- Average days on market - Shows the average number of days your available properties have been on the market
- Management commission - Shows the proposed commission the agency can earn on available properties, based on the rental term specified (this excludes unmanaged properties)
- Table breakdown of available lets - Shows a full list of your available properties with links to the property records to aid you in reviewing them
Let agreed (tab)
- Lets agreed - Shows the total number of properties with a let agreed status
- Average rent - Shows the average rental value of your let agreed properties per month
- Management type - Shows the number and percentage of let agreed properties, broken down by management type and displayed in a donut chart
- Management commission (projected for term) - Shows the management commission that will be earned on let agreed properties based on the total rental term and proposed commission percentage for each property
- Rental income (projected for term) - Shows the total rental value of your let agreed properties based on the proposed tenancy terms
- Table breakdown of lets agreed - Shows a full list of your properties with a let agreed status, including links to the property records
In progress (tab)
- Tenancies and renewals due to start - Shows the total number of tenancies that have a start date scheduled within the next 30 days
- Rental income (projected) - Shows the projected total rental value of all your tenancies which are due to start within 30 days
- Management commission (projected) - Shows the anticipated management commission your agency will earn on tenancies due to start within 30 days, based on the proposed commission percentage listed on each property record
- Tenancies due to start by status - Shows a bar chart outlining the number of tenancies starting within 30 days based on the tenancy status
- Tenancies in progression - Shows a donut chart detailing the status of any tenancies due to start
- Vacates in progress by property status - Shows a bar chart detailing the property status for your tenancies which are due to vacate
- Tenancies due to end - Shows the total number of tenancies due to end within the next 30 days
- Upcoming notice to quit - Shows the total number of tenancies where the notice to quit date is within the next 30 days
- Vacates in progress - Shows the total number of properties where vacation is in progress
Active tenancies (tab)
- Total tenancies - Shows the total number of properties you have with an active tenancy in place
- Tenancy type - Shows the breakdown of active tenancies by tenancy status
- Management type - Shows a donut chart detailing the number and percentage of tenancies you have with each different management type
- Average rent (monthly) - Shows the average monthly rental amount per property for each of your properties with active tenancies
- Total rent over a term - Shows the total rental amount for all of your active tenancies based on the full tenancy term
- Total rent over a term by management type - Shows a bar chart detailing the total rental value of your properties with active tenancies, broken down by property management type
- Commission - Shows the management fees earned from rental income, exclusive of VAT
- Active tenancies - Shows a table detailing all of your properties with active tenancies, including links to the property records
Branch comparison (tab)
- Available lets per branch - Shows the number of rental properties on the market for each branch
- Average days on market per branch - Shows the average number of days rental properties have been on the market for each branch, based on available properties
- Average management commission % per branch - Shows the average percentage of the rental cost charged in commission by each branch for all available properties
- Total management commission £ per branch - Shows the total commission value in £ for each branch based on the proposed rental value of your available properties
- Total tenancies per branch - Shows the total number of properties with an active tenancy for each branch, broken down by tenancy status
- Management type per branch - Shows the total number of properties with an active tenancy for each branch, broken down by management type
- Total rent over a term by management type - Shows the total rental amount for the full term of your active tenancies
- Management commission £ per branch (last 12 months) - Shows the management fees earned from rental income by each branch, every month for the last 12 months
Applicants (dashboard)
Applicant insight (tab)
- New applicants - Shows the total number of new applicants who have been registered within the specified date range
- Intention - Shows a graph outlining the intention of all applicants registered in the specified date range
- Map of applicants - Shows a map identifying where applicants are located
- Position - Shows the position of applicants registered within the date range, where this is known
- Disposal - Shows the disposal of applicants registered within the date range, where this is known
- Lead source - Shows the lead source of applicants registered within the date range, where this is known
- Rating - Shows the rating of applicants registered within the date range, where this is known
- Applicant table - Shows a table including all applicants registered within the date range, including a link to their contact records
GDPR consent (tab)
- Applicant GDPR consent - Shows a table with the details of all applicants registered in the specified period with details of the consent they have given for marketing. Includes direct links to contact records
Sales pipeline (dashboard)
Available (tab)
- Available properties - Shows the total number of properties available on the market
- Projected fee £ - Shows the total fees expected on properties that are currently available
- Average fee % - Shows the average commission percentage for all available properties
- Average days on the market - Shows the average number of days your available properties have been on the market
- Average asking price - Shows the average asking price of your available properties
- Pending offers - Shows how many offers have not yet been accepted or rejected on your available properties
- Table breakdown of available properties - Shows the details of all of your available properties, including a link to each property record
Under offer (tab)
- Under offer properties - Shows how many of your properties have an agreed offer
- Average agreed offer price - Shows the average value of accepted properties for all of your properties under offer
- Total agreed offer price - Shows the total value of all accepted offers for your properties currently under offer
- Projected fee £ - Shows the value of sale fees expected on properties under offer
- Average fee % - Shows the average sale fee percentage on properties under offer
- Average days to offer accepted - Shows the average time properties were on the market until an offer was agreed
- Table breakdown of under offer properties - Shows the details of all of your under offer properties, including a link to the property record
Exchanged (tab)
- Exchanged properties - Shows the total number of properties with a status of exchanged
- Average exchanged price - Shows the average sale price of properties with an exchanged status
- Total exchanged price - Shows the total sale price of all properties with an exchanged status
- Projected fee £ - Shows the projected total sale fees for properties with an exchanged status
- Average fee £ - Shows the average fee amount on properties with an exchanged status
- Average fee % - Shows the average sale fee percentage on properties with an exchanged status
- Average days to exchange - Shows a graph detailing the average number of days a property was at each status for each branch
- Table breakdown of exchanged properties - Shows the details of all of your exchanged properties, including a link to the property record
Branch comparison (tab)
- Available properties per branch - Shows the total number of available properties on the market for each branch, broken down by status
- Average days on the market per branch - Shows the average time available properties have been on the market, broken down by branch
- Average fee % per branch - Shows the average commission on properties currently available as a percentage of the sale value, broken down by branch
- Projected fee £ per branch - Shows the total fees expected on currently available properties, broken down by branch
- Total exchanged and value per branch - Shows the total sale price of properties with an exchanged status , broken down by branch
- Average days to exchange - Shows a graph detailing the average number of days a property was at each status for each branch
- Average fee £ and % at exchange per branch - Shows the average fee in pounds and as a percentage of the property value for exchanged properties, broken down by branch
- Projected fee £ per branch - Shows the value of sale fees on properties with an exchanged status for each branch
Sales performance - New (dashboard)
Appraisals (tab)
- Booked appraisals - Shows the total number of appraisals that have been booked within the time period specified
- Completed appraisals - Shows the total number of appraisals carried out within the time period specified
- Cancelled appraisals - Shows the total number of appraisals cancelled within the time period specified
- Appraisal to instruction conversion rate % - Shows the percentage of properties which had an appraisal and were subsequently instructed within the time period specified
- Lead source - Shows the breakdown of lead source for all appraisals booked in the time period
- Table breakdown of appraisals - Shows the details of all properties for which appraisals have been booked, completed and cancelled during the time period
Instructions (tab)
- Won instructions - Shows the total number of instructions won in the specified period
- Expected sale fee - Shows the total projected fees for instructions won in the specified period
- Average instruction asking price - Shows the average asking price of all properties instructed during the specified period
- Average sale fee £ - Shows the average projected instruction fee in pounds
- Instructions won by month (last 12 months) - Shows the details of all properties instructed and their value in the 12 months leading to the date range
- Average sale fee % - Shows the average projected instruction fee as a percentage of the sale value
- Pending instructions - Shows the total number of appraisals completed in the date range where the status has neither been changed to won or lost
- Lost instructions - Shows the total number of properties that were marked as not instructed after an appraisal took place within the date range
- Reason for lost instruction - Shows a breakdown of the reasons given for lost instructions during the date range
- Lost to another agent - Shows the businesses that won the instruction over the reporting agency
- Table breakdown of instructions - Shows the details of all properties for which the instruction status has changed during the time period
Viewings (tab)
- Booked viewings - Shows the total number of viewings booked in the specified period
- Completed viewings - Shows the total number of viewings completed in the specified period
- Cancelled viewings - Shows the total number of viewings cancelled in the specified period
- Viewings to offer conversion rate % - Shows the percentage of properties that had viewings in the specified period and then went on to receive an offer
- Reason for cancellation - Shows a breakdown of the reasons viewings were cancelled in the specified period
- Table breakdown of viewings - Shows the details of all properties with viewings booked within the date range
Offers (tab)
- Accepted offers - Shows the total number of offers that have been accepted within the date range set
- Average days on market - Shows the average number of days between a property being made available and an offer being accepted
- Received offers - Shows the total number of offers received within the date range specified
- Offer outcome - Shows the breakdown the outcomes of all offers received in the date range
- Average days to offer accepted - Shows the average number of days properies were at each status from being instructed to having an offer agreed
- Table breakdown of offers - Shows the details of all properties included in the data on this tab, along with a link to their property records
Exchanged (tab)
- Total exchanged - Shows the total number of properties exchanged within the date range specified
- Total sales amount - Shows the total value of all properties exchanged in the date range
- Average sale price - Shows the average price per sale of all properties exchanged in the date range
- Total sale fee - Shows the total amount earned in fees for all properties exchanged in the date range
- Average sale fee £ - Shows the average fee for all properties exchanged in the date range
- Average fee % - Shows the average fee as a percentage of the sale cost for all properties exchanged in the date range
- Exchanges by month (last 12 months) - Shows the number of properties exchanged each month for the preceding 12 months and the total sale value each month
- Fees by month at exchange (last 12 months) - Shows the number of properties exchanged each month and the total sale fee at the time of exchange
- Sale to asking price % - Shows the average percentage of the asking price properties sold at for all properties exchanged in the date range
- Average days to exchange - Shows the breakdown of the average number of days properties spent at each status from being instructed to being exchanged for all properties exchanged in the date range
- Table breakdown of exchanges - Shows the details of all properties included in the data on this tab, along with a link to their property records
Completed (tab)
- Total completed - Shows the total number of sales that have been completed within the date range specified
- Total sales amount - Shows the total value of completed sales within the date range specified
- Average sale price - Shows the average value per sale based on completed sales within the date range specified
- Total sale fee at completion - Shows the total earned in fees for completed sales within the date range specified
- Average sale fee £ - Shows the average fee earned per sale for completed sales within the date range specified
- Average sale fee % - Shows the average fee earned per sale as a percentage of the total sale amount for completed sales within the date range specified
- Completions by month (last 12 months) - Shows the total number of sales completed and their value for each month over the last 12 months
- Fees by month (last 12 months) - Shows the total number of sales completed and the value of corresponding fees for each month over the last 12 months
- Sale to asking price % - Shows the average percentage of the asking price achieved for sales completed in the date range specified
- Average days to complete - Shows a breakdown of the average number of days propeties spent at each status from instructed to complete for sales completed within the date range specified
- Table breakdown of completions - Shows the details of all properties included in the data on this tab, along with a link to their property records
Fall throughs (tab)
- Number of fall throughs - Shows the total number of sales that have fallen through within the date range given
- Reason for fall through - Shows a breakdown of the reasons given for sales falling through where they are known
- Number of withdrawals - Shows the total number of sales that have been withdrawn within the date range given
- Table breakdown of fall throughs - Shows the details of all properties included in the data on this tab, along with a link to their property records
Branch comparison (tab)
- Completed appraisals per branch - Shows the total number of appraisals completed by each branch
- Appraisal to instruction conversion rate - Shows the percentage of appraisals which were converted to instructions for each branch
- Average fee at instruction per branch - Shows the average fee percentage at the point of instruction for each branch
- Expected sale fee per branch - Shows the value of expected sale fees at the time of instruction for each branch
- Completed viewings per branch - Shows the total number of viewings completed by each branch
- Viewings to offer conversion rate per branch - Shows the percentage of viewings which were converted to offers for each branch
- Accepted offers per branch - Shows the total number of offers accepted for each branch and the total value of those offers
- Average days from available to offer agreed - Shows the average number of dates from a property being made available to an offer being made for each branch
- Total exchanged and value per branch - Shows the number of properties exchanged for each branch and the total corresponding sale price
- Total completed and value per branch - Shows the total number of properties completed by each branch and the total corresponding sale price
- Average days from available to completion per branch - Shows the average number of days properties spent at each status, from being made available to sale completion, for each branch
- Total sale fee £ and % at completion per branch - Shows the total sale fee in £ and as a percentage of the sale value, at the point of completion, for each branch
- Average sale price per branch - Shows the average sale price per branch
- % of asking price achieved - Shows the average percentage of the property asking price that was achieved by each branch