Analytics details defined

Key Performance Indicators (KPIs)
All KPIs use the same base data set which is a current “Project Status” value of “Closed | Completed” and “Destage | End Date” within the date range selected. (Projects with either field blank are excluded)

Projects Completed
All projects with “Project Status” value of “Closed | Completed” and “Destage | End Date” within the date range selected. (Projects with either field blank are excluded)

Average Days Staged
Average for number of days between “Contract Start Date” and “Destage | End Date”.  (Requires a project to have both date fields to be included in calculation)

Average Contract
Average of project field “Contract Value” which is the total contract. (Requires project to have a contract value to be included in calculation)

Average Sold Price
Average of project field “Sold Price”. (Requires project to have a sold price entered to be included in calculation)

Averaged Days to Offer
Average days between “Listing Date” and “Offer Accepted Date”. (Requires a project to have both date fields to be included in calculation. Blank fields excluded)

First Time Projects
Total projects with the field “First Project”

Extended Projects
Total projects that have been saved with “Project Status” value of “Staged | Extended Staging” at some point in it’s history

Total Contract
Total of project fields “Contract Value” which is the total contract

Total Sold Price
Total of project field “Sold Price”

Sold vs. List Price
Percentage of “Sold Price” divided by “Listing Price”.  (Requires a project to have both date fields to be included in calculation)

Win/Loss Ratios

Win/Loss Ratio
Percentage of total projects won (Current “Project Status” value of either “Design”, “Staged”, “Destage” or “Closed | Completed”) divided by projects lost (Current “Project Status” currently “Closed | Lost”). Data set considered is based on “Initial Contact Date” within date range specified.

First Project Win/Loss
Subset of Win/Loss Ratio analytic specifically for projects with “First Project” indicated. Recommended use case is first project for a Realtor.

Charts and Graphs

Stages and Destages
Stages = Number of projects with a “Stage | Start Date” within a given month. Current “Project Status” value of either “Design”, “Staged”, “Destage” or “Closed | Completed”) 

Destages = Number of projects with “Destage | End Date” within a given month. Current “Project Status” value of “Closed | Lost”).

Project Types
Breakdown of “Project Type” and “Project Type Detail” for projects with “Stage | Start Date” within the specified time period and a current “Project Status” value of “Closed | Completed”.

Closed Projects
Breakdown of “Project Status Detail” for projects with “Initial Contact Date” within the specified time period and a current “Project Status” value of “Closed”.