Statistics

Statistics is available to administrators. Open Admin > Statistics to review organisation reporting. The page starts with Sales Funnel and the current month.

Choose a reporting period

1. Click the date button at the top right.
2. Choose Preset period or Custom range.
3. For a preset, select a year and Month, Quarter, Half, or Year. You can also use Last 30 days, This quarter, Last quarter, or YTD.
4. For a custom range, select its first and last date.

The selected period applies to every Statistics tab, but each report uses that period differently.

Tasks

The Tasks tab counts customer tasks and job tasks created during the selected period. It uses the task creation date, not the task’s scheduled start or finish date.

Contracts

The Contracts tab contains two views of the period:

• Sources counts contracts whose signature date falls in the selected period, grouped by customer source and then by consultant.
• All contracts lists contracts created in the selected period and groups unique customers by consultant.

Unique counts each customer once. Total counts every contract. A customer with two contracts therefore adds one to Unique and two to Total.

Proposals

The Proposals tab lists proposals created during the selected period and groups unique customers by consultant. Unique counts each customer once; Total counts every proposal. Click a proposal ID or customer name to open the record.

Contract Variations

The Contract Variations tab lists variations created during the selected period and groups unique customers by consultant. Unique counts each customer once; Total counts every variation. Click an ID or customer name to open the record.

Sales Funnel

The Sales Funnel tab applies the period to either the starting cohort or signed date. It can show counts, conversion rates, timing, and an Excel export. See Sales Funnel for the full explanation.

Troubleshooting

• If you cannot open Statistics, ask an administrator to check your role. Consultants and coordinators do not have access.
• If a Tasks count differs from the Planner, remember that Statistics uses when the task was created; the Planner uses the scheduled dates.
• If signed contract Sources differ from All contracts, remember that Sources uses signature date and All contracts uses creation date.
• If Unique is lower than Total, one or more customers have multiple records in the period.
• Recent Sales Funnel cohorts can continue to change as their records reach later milestones.