Market Stats Module

Overview

The Stats Module provides agents with market statistics by city and zip code. Stats can be generated on demand, attached to clients, shared via public links, and delivered automatically via monthly email digests.

Generating Stats

Stats are accessed from the portal navigation under Stats > Run Stats. Agents select a zip code or city, and the system generates a statistics report using pre-computed data.

Statistics are generated on the 6th of each month via a scheduled cron job. Reports include a "Resale Only" filter to exclude new construction data.

Value adjustments: When downloading historical reports (e.g., a September 2025 report generated on October 6th), adjustments are applied to all reports for consistency.

Stats Content

Each report includes:

• Sold Units by Month (chart)
• New Listings by Month (chart, based on ListingContractDate)
• Median Sold Price
• Median Sold Price per Square Foot
• Average and Median Days on Market (CDOM)
• Active inventory counts
• Price range breakdowns

Statistics follow the same visual style as CMA stats for consistency.

Monthly Stats Report / Digest

The Monthly Stats Report is a dedicated section within the Stats module (separate from CMA stats). It provides:

• Access to historical monthly reports with download capability.
• The most recent report is prominently displayed for easy access.
• Reports can be downloaded as PDFs.

The Stats section is broken out as its own navigation element (separate from CMA) with sub-items:

• Run Stats -- generate a new report
• Monthly Stats Report -- view and download historical digests

Client Delivery

Stats can be attached to specific clients and delivered via email. The workflow:

1. Agent generates or selects a stats report.
2. Agent attaches the report to a client.
3. System sends an email containing a link to the stats page in the portal (not just a PDF attachment).
4. The stats page is visible only to the client unless converted to a public link.
5. Monthly stats are automatically emailed to attached clients after each month's generation cycle.

Public Links

Stats reports can be converted to public links for sharing with anyone. Public stats links provide the same data without requiring a portal login.

Color System

The stats module uses a color system to visually indicate market conditions and trends. A review of the color coding is in progress to ensure clarity and accessibility. -e