Introduction
Sharing insightful analytics charts with clients or team members is a crucial aspect of real estate business communication. Perchwell simplifies this process, enabling users to effectively share customized market data. This guide explains how to share charts from Perchwell’s Analytics feature.
Sharing Functionality
Direct Sharing: Perchwell offers a 'Share' option that allows users to easily distribute their charts via email.
Formats Available: Charts can be shared as PDFs, ensuring both quality and readability.
Preparing Charts for Sharing
Customization of Search Parameters
Before sharing, ensure that your search parameters accurately reflect the data you want to present in the chart. This step is crucial for ensuring the relevancy of the information shared. Once your search filters are set, be sure to save your search before moving to the Analytics tab as this is required to share charts.
Sharing Process
Saving and Emailing Charts
Accessing Share Option: Find the 'Share' option near the upper right corner of your Analytics chart.
Choosing Format: Select whether to save the chart as a PDF or email it directly from Perchwell.
Company Branding and Contact Information: The shared PDF will feature your company’s branding and your contact information.
Recipients of Shared Charts
Versatile Audience: Share your charts with clients to aid in their understanding of market trends, or with team members for collaborative strategizing.
Integration with Reports and Presentations
PDF Format for Broader Use: The charts shared from Perchwell can be saved as PDFs, which can then be seamlessly incorporated into other documents such as reports or presentation slides, providing a clear and concise visual representation of your data.
Best Practices for Sharing
Accurate Data Representation: One of the great features of our platform is its real-time updating. This means you don't have to manually update your searches or charts when new listings hit the market. However, to keep up with current market trends, you may need to make occasional adjustments.
Understandability: Ensure the shared chart is clear and understandable to your audience.
Conclusion
Sharing charts from Perchwell's Analytics is a powerful way to communicate complex market data in an accessible format. Whether for client presentations or team discussions, these charts serve as valuable tools for conveying insights.
Need More Help?
For additional guidance on sharing charts or any other Perchwell features, our support team is ready to assist you. Reach out for any queries or further training.