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Statistics toolkit

Create statistics

This section describes all categories and their sub-items in the configuration dialog for statistics. The instructions are based on the configuration of the freely configurable basic widget. An introduction to setting up the statistics board and the standard templates can be found at Configuring the statistics board and statistics.

Inhaltsverzeichnis

Create and open statistics widget
Settings
Grouping
Evaluation
Temporal reference ( only for “Live values with temporal reference”)
Options

Create and open statistics widget

Add statistics widget

To create a new statistics widget, switch directly to edit mode via the plus symbol (1) and select your desired template. You can choose from the individually configurable statistics construction kit widget, the user ranking list and various preconfigured standard templates .

Open statistics configuration

You canconfigurethe content of the empty basic widget via the wrench icon (2) in the widget frame. By default, real estate statistics are created with a time reference.

In edit mode(3), which you activate by clicking on the drop-down arrow , a garbage can icon (4) also appears, which you can use to delete the widget.

Settings

You define the basic parameters of your statistics in the settings:

Titles: Assign a concise title (displayed in the widget frame). The “Comments” tab is used for detailed explanations.
Module: Select the type of data records: Addresses, real estate or activities (in the case of real estate, real estate directory entries, in the case of addresses, entries from the Activities tab).

To be evaluated: Addresses and real estate
- Number of data records
- Summation of certain properties from properties or addresses (active / inactive number fields)
  - An average can be determined by activating the “Ø average” checkbox.

To be evaluated: Activities
- Number of activities
  - Hint: When linking several addresses with appointments, e-mails or telephone calls, one activity is created for each address . To prevent distortions in the statistics, only one activity per user is counted for multiple links.
- Cost or duration
  - Duration and costs are calculated per month.
  - Activities without duration and costs are not included in the evaluation

A threshold value can be set for activities. This threshold value refers to the entire periodto be evaluated. The threshold value defines the value from which activities are taken into account for the statistics.

Recommendation: Activate “Show total value of period” in the options for a complete overview.

Notice: Subsequent modification of the module discards all settings already made in the other categories.

Grouping

Here you define the criteria for which key figures are determined. The order can be determined by the number in front of the filter.

Real estate or addresses

Existing Address– or Property filters can be added as often as required.
The filter title is displayed as the criterion name and should be meaningful.

Notice: The filters are copied to the statistics. Changes in the filter editor (addressor property filter) do not take effect automatically . If adjustments are made, the filter in the statistics must be deleted and added again .

In contrast, the Filter bar always uses the current conditions and applies them to all criteria.
Theoretically, you could replace all filters that you call up in the filter bar with filters in the grouping. However, if a different filter is to be applied, you would also have to reconfigure the statistics each time.

Activities

You specify the grouping of activities by selecting the individual characteristics (action type, action type, characteristic, etc.).
You can enter an individual title, alternatively the selected conditions are used as the name.
A combination of conditions can only be selected once per widget; the existing criterion is updated if it is entered again.

Evaluation

The “Evaluation” category is displayed only for contact and properties statistics. Here you can choose between different time references:

Live values

The current values are displayed in just one column, regardless of the time period in the filter bar. The key figures correspond to the direct filter call.

Monthly stored values

Only visible for administrators
Can be used to evaluate changeable properties (e.g. status) whose history is otherwise not recorded
No more changes are possible after activation.
The data is only available from the following month (no retrospective evaluation).
The evaluation takes place monthly (i.e. several status changes in one month are only counted once).
The key figures are saved as a pure number. Assignment to the data records is no longer possible (clicking on the value does not open a search result).
Administrators can use templates to give other users access to the stored values – this does not give users access to any blocked data records.
If the monthly evaluation is deactivated or the statistics are deleted, the saved values are also deleted.
A detailed explanation with application examples can be found in the section Statistics with saved values.

Example: Change of status for real estate

The status of a property (active, inactive, archived, etc.) changes while it is in your portfolio. However, statistics on the current status only show the current status (live value) – not the status in a specific month. As status changes are not saved with a date, there is no time reference.

The status of the property must be saved so that it can be evaluated for a specific point in time. Only then is the data available for statistical purposes.

Live values with time reference

Key figures for the period are determined using the date fields (from the “Temporal reference” category).

The context and use of the fields and time settings are explained for the “Number of properties in marketing” template .

Temporal reference ( only for “Live values with temporal reference”)

Here you determine which date fields are used to evaluate the statistics:

All existing date fields (active and inactive) can be selected.
Settings such as offset (e.g. three months), before/after the month in question or counting empty entries are possible.

A detailed explanation and an example of how to use the fields can be found in the description of the Number of properties in marketingtemplate.

Options

Show totals line

Displays the sum of the columns (only in the table view).

Show total year

Outputs the total annual value for all years in the period (only in the table view).
Important: The value is not the addition of the monthly values. The filter conditions are applied for the period 01.01 to 31.12.
Only for the evaluation of live values with a time reference and the evaluation of activities

Show total value of the period

Outputs the total value for the entire period from the filter bar (only in the table view).
Important: The value is not the addition of the monthly values. The filter conditions are applied to the entire period.
Only for the evaluation of live values with a time reference and the evaluation of activities

Fix user / group assignment

Creates a fixed database independent of the filter of the filter bar Database for the widget (data of only one user/group).
The settings “logged-in user” or “own group” only take into account the statistical data of the user/group for the distribution.
Statistics with fixed user/group assignment cannot be saved as templates.

Fix period

Enables the comparison of statistics through an offset
The offset depends on the selected period (week, month, quarter, half-year, year).
- Example: If a period of one month is shifted back by 2, the penultimate month is displayed

Statistics toolkit