Stageforce Analytics Guide
Stageforce Fields Used - 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
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)
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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)
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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)
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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)
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Average Sold Price
Average of project field “Sold Price”. (Requires project to have a sold price entered to be included in calculation)
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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)
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First Time Projects
Total projects with the field “First Project”
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Extended Projects
Total projects that have been saved with “Project Status” value of “Staged | Extended Staging” at some point in it’s history
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Total Contract
Total of project fields “Contract Value” which is the total contract
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Total Sold Price
Total of project field “Sold Price”
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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
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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.
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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
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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”.
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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”.