Using Statistical Analysis

The Statistical Analysis of Completed Activities A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. dialog box displays completed activity information for an individual user, a group of users, or on a system-wide basis. The analysis of completed activities can provide useful insight into your performance or the performance of others in your organization.

To Open the Statistical Analysis of Completed Activities Wizard

1.

Access the Statistical Analysis in one of two ways:

○ From a user’s completed activities on the Activity List A list of task or event information displayed in a set of tabs.’s Closed tab. From the local menu, select Analyze.

○ By selecting Go To > Analysis > Statistical Analysis.

2.

The Statistical Analysis of Completed Activities dialog box opens.

3.

Select from the following options:

○ Select User(s). Displays the Select Users dialog box to select GoldMine users for activity analysis. The list box below the button displays users to include in the analysis; your username displays by default.

○ From Date. Sets the first date of the period to include in the analysis.

○ To Date. Sets the last date of the period to include in the analysis.

○ Activity Cd. When an activity code is entered in this field, GoldMine includes only those completed activities with the specified activity code to be analyzed. When the field is left blank, all completed activities are included. For example, if you code your activities as billable or non-billable, enter the activity code for billable activities and get an analysis of these activities only.

○ Result Cd. When a result code is entered in this field, GoldMine includes only those completed activities with the specified result code to be analyzed. When the field is left blank, all completed activities are included.

4.

Click the Analyze button to start the calculations.

The results appear in the following areas:

○ Phone Calls Analysis. Total number of completed telephone calls of the specified type in the history file. Call-backs, outgoing calls, incoming calls and returned messages are shown, as well as the total duration of calls in each category. GoldMine displays the average duration of calls below the grand totals line for this section. Successful Calls shows the number and percentage of calls with a satisfactory outcome, while Unsuccessful shows the telephone calls without a satisfactory outcome.

○ Activities Analysis. Total number of completed activities in the history file, including to-do actions, received messages, appointments, and other activities.

○ Sales Analysis. Completed sales statistics. Closed Sales shows the total number of completed sales activities in the history file. The total value of each sale prints on the right. % of Calls Closed compares the number of completed sales as a percentage of completed call activities. The average sales value per completed call activity also displays.

5.

Click Print to Print the analysis results.

6.

Click Close to close the dialog box.