Toad Data Point easy connection and reporting all in one
August 17, 2017

Toad Data Point easy connection and reporting all in one

Robb Glietz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Toad Data Point

Our company is a real estate office along with an in house escrow. Our escrow company uses software to produce the escrows while on the real estate side of the house we use a Transaction Management Software to flow listings and transactions. We use TDP in several ways. The first way is to produce numerous reports for the owner regarding the escrow department. Some of those reports include weekly opening, closing and canceling of escrows and the number and dollars behind those. Along with the average closing time of escrows compared to previous years passed based on escrow officer along with real estate agent. On the real estate side of the house, we use the TMS companies API to pull data into our database and then use TDP to create reports on the agent's transactions and listings. Some of the reports look at the number of listings the agent takes compared to the number closed both in number and dollars, this information helps us develop classes for agents which are having problems getting listings but not being able to sell. Another report that is run once a month is agent production.
  • When I am not in the office, I can have someone that has used it only a hand full of times jump in and produce a great looking report by using the interface which is nice looking and intuitive. This strength of TDP is ideal for those reports that have to get out ASAP and an SMA is not available.
  • The ER Diagrammer helps in building those relationships in a hurry if you're doing some business analysts. You can't get this feature for the price.
  • I use the explain plan when I can't figure out why a query is not returning the results I think it should. It is a powerful tool and it's easy to see the problems with the representation.
  • At times the tool does seem a little slow some speed tweaks would be welcome.
  • To make it even more intuitive adding intellisense would be nice.
  • A data presentation dash would be a nice touch to customize data.
I have only used TDP due to using other Toad products over the years, I know they will do a great job.
In our case, it is well suited for preparing data for management and also to compare the data between our escrow department and our real estate side. Comparing the two sides makes it easy to see patterns of agent behavior. We also use it to cross check both sides to make sure the dates in both applications match.

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