Understanding why certain leads are prioritized over others is essential for a data-driven real estate strategy. The General Prospects Analysis Report provides a comprehensive view of your lead data, synthesizing information from both our internal analysis and your external data providers.
This report is designed to give you full transparency into our selection process, helping you see exactly how our recommendations compare to other data sources and the specific rationale behind the prospects we prioritize.
What This Report Does
The General Prospects Analysis Report serves as a comparison and validation tool. It allows you to:
Consolidate Data: See all your prospect information in one centralized view.
Compare Sources: View a side-by-side comparison of prospects identified by our systems versus those from other providers.
Understand the Rationale: Gain insight into why specific prospects were recommended for your campaigns and why others may have been excluded.
How to Access and Use the Report
The report is hosted via Looker Studio, providing an interactive and easy-to-read dashboard. To view your specific analysis, follow these steps:
Access the Template: Open the provided report link shared by your account representative.
Create Your View: Use the "Make a Copy" feature (found under the three-dot menu in the top right) to connect the report to your specific data sheet.
Review the Analysis: Once the data populates, you can toggle between different views to see matched prospects and specific exclusion reasons.
Key Sections of the Analysis
When reviewing your report, you will typically find the following breakdowns:
Market Comparison: A high-level overview of how many prospects overlap between different data sources.
Recommended Prospects: The list of leads identified as high-priority based on our proprietary filtering and market analysis.
Exclusion Logic: Details on why certain prospects from other lists were not recommended (e.g., data inaccuracies, low motivation scores, or property criteria mismatches).
Important Things to Know
Data Consistency: For the most accurate report, ensure your external data files are updated regularly before the analysis is generated.
Customized for Your Portfolio: Every report is renamed and tailored specifically to your account to ensure your data remains organized and easy to reference.
Verification: Our team reviews these data points to ensure that the visualization accurately reflects the raw lead data provided.