🎯 Goal
Get the most out of Agency Insights, the BOLT ON reporting layer, by understanding what the data can tell you, how to configure useful dashboards, and how to build a consistent rhythm of insight-driven decisions for your team.
❓ Why
Agency Insights turns your team's day-to-day activity in Kato into clear, comparable metrics. Used well, it's the difference between "we're busy, I think" and "we closed 14 deals last quarter, up 18% on prior quarter, driven mostly by the office team in Birmingham". Leaders who use it build sharper teams.
🔍 Overview
Agency Insights is a BOLT ON product. It provides dashboards covering disposals, requirements, viewings, and transactions, with filters, saved dashboards, historical comparisons, and downloadable exports. For more information on getting Agency Insights for your org, please speak to your Kato account manager or contact support@kato.app.
📊 Best practice: configure for the right questions
Start with the business question, not the metric. Example starting points:
Pipeline health: New requirements this week vs last; conversion from enquiry → shortlist → viewing → offer
Team performance: Deals completed per agent per quarter; viewings per agent; conversion rate
Client acquisition: Sources of enquiries; which sources convert best
Market position: Your activity vs. agency-wide activity by sector / region
Each question deserves its own saved dashboard.
📊 Best practice: build a rhythm
Weekly - quick glance at your "team standup" dashboard:
New enquiries this week
Viewings booked
Stale requirements (30+ days no update)
Monthly - team review:
Deals completed, by agent and by value
Viewings-to-offer conversion
Source-of-enquiry breakdown
Quarterly - strategic review:
Historical Data Set comparisons (prior quarter, and same quarter last year)
Sector / location / channel trends
Workload and capacity implications
📊 Best practice: use comparisons, not absolutes
"We did 12 viewings" is a fact. "We did 12 viewings, down 33% on last quarter" is a signal. Always toggle historical comparison so you're working with trend data.
📊 Best practice: insights drive action, not just reporting
A dashboard that doesn't change behaviour is wasted. For each metric you track, know:
What a "good" number looks like
What action you'll take if it's off-target
Who owns that action
A dashboard with five metrics tied to owned actions beats a dashboard with fifty metrics nobody reads.
✅ You've done it when…
Your team has 2–3 saved Insights dashboards tied to a consistent review rhythm; comparisons are enabled by default; and decisions genuinely get made based on what the numbers are telling you.
💡 Common mistakes & pro tips
Don't over-dashboard. Five active dashboards your team uses beat twenty that nobody opens.
Data quality in = insight quality out. Insights reflect what's in Kato. If agents aren't updating their matches, archiving completed requirements, or logging their deals, your dashboards will lie.
Review dashboards quarterly. What mattered in Q1 might not matter in Q3. Prune and refresh.
Share downloads sparingly. Exported numbers age fast. Where possible, give colleagues access to the live dashboard instead.
Pair Insights with Kato's activity reminders. A stale requirement reminder plus a declining conversion dashboard is a complete picture - action one, the other improves.
❓ FAQs
Q. Is Agency Insights included with Kato Pro?
A. No - it's a BOLT ON. Contact your Customer Success manager to enable.
Q. How do I get access to Agency Insights?
A. Agency Insights is a Bolt-on to your organisation's Kato contract and can only be enabled through speaking to your assigned Customer Success Manager at Kato. You can find out who to speak with by contacting help@kato.app, your Organisation Admin cannot enable this feature themselves.
Q. What topics can I report on?
A. Disposals, requirements, viewings, and transactions. Each has its own filter set.
Q. Can I compare to a specific prior period (like same quarter last year)?
A. The default Historical Data Set compares to the immediately-preceding equivalent period. For year-on-year comparisons, use custom date ranges set to the equivalent period in the prior year.
Q. Can I download insights?
A. No - dashboards can not be downloaded for offline use, board packs, or sharing with partners without Kato access.
💬 Need Help?
📞 0203 772 8898