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Alto Intelligence - Guide

Your data. Your questions. Answered instantly.

Alto Analytics gives you instant visibility across your agency — with pre-built dashboards, custom reports you can build and share, and Alto IQ, the AI analyst that surfaces what matters before you even go looking.

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The reality today

Tired of reports telling you yesterday’s story?

There’s no shortage of data in your CRM. Only a shortage of clarity about what’s happening today — and what to do about it tomorrow.

Every deal, tenancy, and managed property generates data. But for most agencies, that data lives in different places, and pulling it together to understand what’s actually happening takes time most agents don’t have.

Performance reviews are built from memory. Pipeline meetings rely on whoever ran the report last week. And when something quietly slips — a deal stalling, an arrears case building — it’s often spotted too late.

Reports built manually

Someone has to pull the data, build the spreadsheet, and circulate it - every single time performance needs reviewing.

Data scattered across records

Metrics are buried inside individual properties and contacts. The bigger picture only emerges if someone has the time to find it.

Problems spotted too late

A stalling deal. Rising arrears. A negotiator quietly underperforming. Often only visible once they've become a real problem.

Where things break down

The tools weren’t designed for this

Most agency platforms surface data — but they don’t make it easy to act on. Reports have to be built manually. Metrics are buried inside individual records. And the bigger picture only emerges if someone has the time to pull it together.

The result: decisions based on incomplete information, opportunities missed, and time spent on reporting instead of revenue.

That time doesn’t have to go toward reporting. It can go toward pipeline, performance, and decisions that actually move the business forward.

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How Alto Analytics works

Your agency, at a glance — whenever you need it

Alto Analytics brings your agency’s data together in pre-built dashboards designed specifically for estate and letting agents, built directly into Alto. No report-building. No exports. The dashboards are there when you need them, showing you what’s moving, what needs attention, and where the opportunities are.

What this unlocks: Every insight your leadership team needs, ready before they ask for it.

Stop running your pipeline meeting from memory

Alto Analytics shows you where every deal and tenancy stands — so your team arrives prepared, not guessing.

Spot what's slipping before it becomes a problem

Identify stalling deals, rising arrears and missed opportunities earlier, when there's still time to act.

Share performance without building a report

Use Presentation Mode to run team meetings straight from the dashboard. Schedule updates so everyone always has the latest picture.

Give your managers the visibility they need

Branch managers and directors get a clear view across the whole business — without chasing individuals for updates.

Build your dashboard

Build the exact view your branch needs — without waiting for anyone

Advanced Analytics gives you a flexible layer on top of the pre-built dashboards. Instead of working with what’s there, you build what you need — starting from scratch or cloning any existing dashboard and making it your own.

What this unlocks: A dashboard built around how your branch actually works.

Clone any standard dashboard and customise it

change chart types, edit measures, add or remove columns

Filter by date, branch, negotiator, or category

so you're always viewing the right slice of data

Group related data across tabs

sales, lettings, and property management in one board

Add notes for context, drag and drop tiles

to arrange your layout, resize for visibility

Share with your team

with view or edit access, or choose to keep it private

Control every chart

Every chart, your way

Once an answer is on your dashboard, you control how it displays. Switch between chart types — column, line, bar, donut, KPI, pivot table and more — change the underlying measures, apply filters, and reorder columns. The data stays the same; the view becomes yours.

What this unlocks: The same data, presented exactly the way your team understands it.

Switch between 10+ chart types

including column, bar, line, KPI, pivot table, donut, and stacked variants

Modify the data

change measures and attributes to answer a different question from the same dashboard

Show underlying data

behind any chart or KPI, and export as CSV for further analysis

Alto IQ

Stop searching for answers. Start asking for them.

Alto IQ is your AI analyst, built into Alto Analytics. Instead of building a report to find something out, you ask a question in plain language and get an instant visual answer — a chart, table, or KPI — with a plain English explanation of what’s happening and why.

Ask across your sales, lettings, applicant, and property management data. Drill into results, ask follow-ups, and refine your query. Alto IQ doesn’t just show you what happened — it helps you understand why, spot what’s coming, and know where to act.

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Pre-built dashboards

Every dashboard you need — already built, already waiting

Alto Analytics comes with a full suite of ready-to-use dashboards designed specifically for estate and letting agents. Each one pulls together the metrics that matter for that part of your business — no setup, no configuration, no manual reports.

Sales pipeline

Follow every property from appraisal through to completion. Spot where deals are moving and where they need a nudge.

Sales performance

Get a clear read on activity levels, outcomes, and trends across your sales team — so you can see what's working and where to focus.

Lettings pipeline

See how your lettings pipeline is performing at a glance, including property demand and tenant activity.

Lettings performance

Keep tabs on the metrics that matter most for lettings — and stay on top of what your team is working through.

Applicants

See how applicants are engaging with your listings, and where demand is building.

MoM and YoY performance tracker

Compare month-on-month and year-on-year performance to see how your agency is growing and where to push harder.

OFSI compliance

Monitor your agency's OFSI compliance activity in one place — so you stay on top of obligations without manual checking.

Compliance

Track compliance activity across your managed portfolio — certificates, deadlines, and actions all visible at a glance.

Maintenance

Keep on top of maintenance workloads across your portfolio. See volumes, categories, and outstanding jobs without digging through records

Arrears

Monitor arrears across your managed properties — spot what's rising early, before it becomes a problem.

Service usage

See how your branch is using Alto's services — including E-Sign and verification checks — in one place. Useful for oversight and understanding the value already embedded in your platform.

105 minutes saved on a single reporting task.

No exports. No spreadsheets. No manual reports.

Live answers in every leadership meeting.

Alto doesn't just give us data, it gives us insights, it analyses the data. For a small business like us, looking to gain some leverage in the market, this is vital to make the right decisions. Alto Analytics has turned guesswork into confident, strategic decision-making. We understand our business better now than ever.

Sam Whitehead, Operations Director, Accommodation Bureau

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Agency stories
Alto Intelligence

Part of something bigger

Alto Prospecting is the Signal layer of Alto Intelligence – the capability that helps you find the right opportunities first, before the admin of running an agency gets in the way. Five capabilities, built into Alto, each one giving time back to the people who know how to use it.

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All five capabiltiies

01 Signal
Prospecting
02 Accelerate
Lead Flow
03 Convert
Smart Listings
04 Guide
Analytics
05 Protect
Verification
Aguru (coming soon)

Frequently asked questions

Everything you need to know

See Alto Analytics in action

Book a demo and we'll show you exactly what your agency performance looks like inside Alto — using dashboards designed around the way estate and letting agents actually work.

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