In the “Settings” category, the title of the statistic is assigned. This is displayed within the statistics widget. We strongly recommend assigning a ‘speaking’ title here that makes the meaning or content of the statistic recognizable in a few words. For a detailed explanation, the “Remarks” tab can be used.
In addition to the title, the module is selected here, i.e. which type of data sets is being considered. Possible are contacts, properties and activities. Activities that are displayed as a tab in the contacts and as a tab in the properties “Agent’s log” are a separate type of records.
Evaluate” is used to specify whether the number of records should be counted, certain properties should be summed up, or the number of actions should be counted.
If Contacts or property is selected in the module, the fields with numerical content contained in the module are selectable. It is also possible to select inactive fields that are no longer or not yet filled. When a field is selected, the average value of the property can also be determined. To do this, please check the “Ø average” checkbox.
Module: Activities
In the Activities module, the number, cost, duration or number of actions of the records can be evaluated. It should be noted that if the duration or cost of the activities is selected, the total duration/cost for a month is spent together. Clicking on the value opens a popup that lists exactly which activities result in this value. Activities that have no duration or costs cannot be evaluated.
In addition, a threshold value can be set for activities, which refers to the entire evaluated period. Therefore, it is recommended to let the “Show total value of the period” in the Options category.
To be evaluated: Number of actions
When linking several contacts with appointments, phone calls or e-mails, one activity is generated per contact. Since the statistics are based on counting activities, this can lead to distorted results.
Example: When a user sends a serial mail to 20 recipients, an activity is created for each contact. Accordingly, 20 activities would be recorded in the statistics for the user. By selecting the “Number of actions” evaluation, these multiple links are counted as one activity.