Market Analytics overview
Build a market read from filters, time windows, building sets, and sale-quality assumptions.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open Analytics from the left sidebar and wait for the KPI cards, filter bar, timeline, and performance table to finish loading.
- Set the building scope first: leave All Buildings selected, remove individual chips, or click Add Building and choose the exact building names you want included.
- Set filters left to right: beds, price, financing, $/SF, square feet, sale cycle, date window, then gain/loss. Each filter changes the KPI cards and tables underneath.
- Read the KPI row only after confirming the filter chips reflect the scope you intend to quote. The same number means something different under a different building set or date window.
- Use Share analysis only when the current filter set is the one you want frozen for a recipient. The shared analysis opens read-only with this exact cut.
Mistakes to avoid
Quoting a chart without naming the filter set, date window, and sale-quality assumptions.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.