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Best Practices for Business Analytics

What project fields do I need to fill in to get the most accurate analytics?

All of your projects will need to have the following fields completed to appear in the analytics:

Stage | Start Date  

Destage | End Date

Project Status

Project Status Detail

First Project

Initial Contact Date

Contract Start Date

Contract Value

Listing Price

Listing Date

Offer Accepted Date

Sold Price  

Project Type

Project Type Detail

Opportunity Lost | Key Factors