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Introduction to the Advanced Data Chart in Engage
Introduction to the Advanced Data Chart in Engage
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Written by Michael Toose
Updated over 2 months ago

Live Sample

Want to see the charts live in action? The following document has been generated off a sample data set: Advance Data Chart

Overview

Engage is known for integrating and presenting key real estate data directly into your digital documents, using data sourced from established platforms such as Pricefinder, Domain, REINZ, and CoreLogic. Traditionally, this data was presented in static tables or individual metrics. To provide more flexibility in the data you source & enhance how you present that data, we've developed the Advanced Data Chart feature.

What is the Advanced Data Chart?

The Advanced Data Chart allows you to upload your own datasets and transform them into interactive Bar, Pie, Area or Line charts. This functionality provides greater flexibility to display relevant data to your clients, enhancing your presentations with interactive elements that showcase your expertise as a Real Estate Agent.

Benefits

  • Flexibility: Choose what & how you display your data to align with your presentation and client engagement strategies.

  • Interactivity: Shift from static metrics to interactive charts, allowing clients to interact with the data you present.

  • Personalisation: Customise your data presentations to reflect your unique insights and knowledge in the property market.

How to Use the Advanced Data Chart

To start using the Advanced Data Chart, follow these simple steps:

  1. Collaborate with Template Designers: Determine the placement and type of chart that best fits your digital document.

  2. Upload Your Data: Ensure your data is formatted correctly by following our specific file formatting instructions, which can be found here.

  3. Build Your Proposal: Select the dataset and the series you want to display when creating your proposal.

Conclusion

The Advanced Data Chart is a significant enhancement in how you can visualise and present data. By incorporating dynamic and interactive elements into your proposals, you enhance client understanding and engagement, providing a more refined and insightful presentation.

Discover how the Advanced Data Chart can transform your data presentation in Engage, offering a more engaging and effective way to communicate with your clients.

Add This Functionality To Your Templates

To utilise this functionality, the advanced chart component needs to be added to your templates under your design guidance. Please contact support to guide you through this process.

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