Alto IQ - Overview

Alto IQ is part of Alto Intelligence - Alto’s suite of AI capabilities - and acts as your built in AI data analyst within Alto Analytics.

It turns your data into a conversation, allowing you to ask questions in plain English and receive instant visual answers, summaries, and insights, without manually building a report.

When should I use Alto IQ?

Alto IQ is one of three ways to get insight from Alto Analytics. Which one you reach for depends on what you're trying to do:

• Use a standard dashboard for a ready-made view of a common area, such as your sales pipeline, arrears, or applicants. See Standard Analytics.
• Use a custom dashboard when you want to build and save your own layout of the metrics that matter to you, to return to or share. See Advanced Analytics.
• Use Alto IQ when you have a specific question, want a quick answer, or want to explore your data and ask follow-ups without building anything first.

What can Alto IQ do?

Alto IQ helps you explore your data in a faster, more intuitive way. You can:

• Ask questions about your data in natural language
• Instantly generate charts, tables, and lists
• Understand trends and performance over time
• Identify unusual activity or anomalies
• Compare results across time periods
• Receive AI-powered explanations and summaries
• Forecast future performance based on historical data

How does Alto IQ work?

You ask Alto IQ a question about your data in plain English, and it returns a visual answer you can explore.

1. Click Reports on the main navigation bar
2. In the dropdown menu, click Analytics
3. On the left hand side, click Alto IQ
4. Type a business question about your data

For example:

• “What is the average sale price at completion by property type?”
• “Why did applicant registrations drop last month?”
• “Compare commission this quarter vs last quarter by negotiator”

Alto IQ will return:

• A visual answer (chart, table, or KPI)
• Supporting data
• A plain English explanation of what’s happening

You can then drill into the data, ask follow-up questions to refine your query, and pin or save useful answers to a custom dashboard.

Types of questions you can ask

Alto IQ supports a wide range of analysis types.

• Quick search - Get instant answers to straightforward performance questions
  “How many applicants are registered by branch this month?”, "What is the average sale price at completion by property type?"
• The 'why' and 'how' analysis - Understand what caused a change in your data
  “Why did commission at completion change last month?”, "Why did applicant registrations drop last month?"
• Anomaly detection - Surface unusual spikes, drops, or outliers
  “Are there any unusual spikes in applicant registrations?”, "Flag negotiators with an unusually high number of applicants not contacted in the last 14 days"
• Trend analysis - Identify patterns over time
  “Show me new applicant registrations by week over the last 6 months”, "What's the trend in appraisal to instruction conversion rate over the last 6 months?"
• Forecasting - Project future performance from current and historical data
  "Forecast total commission at completion for the next 3 months", “Forecast applicant registrations for the next 8 weeks by branch”
• Change analysis - Compare performance across different time periods
  "Compare commission at completion this quarter vs last quarter by negotiator", “How has the mix of applicant positions changed year on year?”
• Correlation - Explore relationships between different data points
  "Is there a relationship between lead source and intention?", “Does number of viewings impact likelihood of receiving an offer?”
• AI highlights and summaries - Generate plain English summaries from your data
  "Give me a summary of what changed in the sales pipeline last week", “Summarise fall-through activity this year by reason”

What data does Alto IQ use?

Alto IQ searches your Analytics data, covering areas such as:

• Sales pipeline and performance
• Lettings data
• Applicants and contacts
• Property management

Your data can be analysed across:

• Branches
• Negotiators
• Property types
• Lead sources
• Time periods

Pinning, saving, downloading and scheduling your answers

When Alto IQ gives you an answer worth keeping, use the controls underneath it to Pin, Save, or Download it. Scheduling is handled on a dashboard.

Pin

Pinning an answer adds it to a dashboard so you can track it alongside your other metrics.

1. Under the answer, click Pin
   
2. In the Pin to Dashboard window, search for and select an existing dashboard (if you've already created one), or click + Create Dashboard to create a new one
3. Enter a name for your newly created dashboard, then click the tick to confirm
4. Click Pin

Finding your pinned answers later

Your pinned answer stays on the dashboard you added it to. To open it again:

1. In your Analytics library, click the Yours tab
2. Click the dashboard you pinned the answer to

The dashboard opens with your pinned answer displayed.

Save

Saving an answer keeps it in your Analytics library so you can reopen it later.

1. Under the answer, click Save
   
2. In the Describe your answer window, enter a Name and, if you want, a Description (that explains the purpose of the answer)
3. Click Save answer

Finding your saved answer later

Your saved answer sits in your Analytics library on its own. To open it again:

1. In your Analytics library, click the Yours tab
2. Click the answer you saved

The answer opens in full for you to explore.

Download

Downloading an answer saves a copy to share or work with elsewhere.

1. Under the answer, click Download
   
2. In the Download Answer window, choose PNG, XLSX, or CSV
3. Click Download

Schedule

Scheduling is set on a dashboard, not on an Alto IQ conversation. Pin the answer to a dashboard (above), then schedule that dashboard. For the dashboard scheduling steps, see Standard Analytics - Overview.

• Related Help Centre articles that you may find useful.

  Standard Analytics - Overview

  Advanced Analytics - Overview

• Related e-Learning/video training as part of Alto Academy. Alto Academy offers self-paced digital learning.

  Standard Alto Analytics features

  Advanced Alto Analytics features