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Pre-registered methodology

How OfferAgent will measure quote workflow benchmarks

This methodology defines six metrics and publication gates for a future benchmark. No benchmark values are currently published because a qualified dataset has not yet been approved.

Result status: blocked until the data gate passes

Metrics locked before analysis

Median inquiry-to-response time

inquiry_to_first_response_median · minutes

Elapsed minutes from an accepted production inquiry to the first eligible human or configured transactional response.

Required event types: inquiry.accepted, communication.sent

Median sent-to-view time

quote_sent_to_first_view_median · minutes

Elapsed minutes from the current quote revision being sent to its first verified public view.

Required event types: quote.sent, quote.public_viewed

Acceptance rate by follow-up pattern

acceptance_rate_by_follow_up_pattern · percent

Accepted eligible quote revisions divided by sent eligible revisions, grouped only by pre-registered follow-up patterns.

Required event types: quote.sent, quote.accepted, automation.step_executed

Response rate after customer questions

response_rate_after_customer_question · percent

Share of eligible customer questions followed by a seller response within the declared time window.

Required event types: communication.customer_message, communication.seller_reply

Common revision reasons

revision_reason_frequency · count

Frequency of normalized, non-free-text revision reason codes among eligible new revisions.

Required event types: quote.revision_created

Optional-line selected value

optional_line_selected_value · currency in the smallest unit

Aggregated selected value of explicitly optional rows, reported only where currency and eligibility are consistent.

Required event types: quote.option_selected, quote.accepted

Publication gate

All requirements must pass together. A failed dataset cannot produce public results or Dataset schema.

Minimum observations
100
Minimum business accounts
10
Minimum bucket size
10
Minimum study period
30 days
Personal data
Not allowed
Weighting
Equal business-account weight

Population

Consenting OfferAgent business accounts with production quote activity during the stated study period.

Exclusions

  • Test, preview and seeded records
  • Deleted or withdrawn research participation
  • Events without a valid production timestamp
  • Duplicate delivery or tracking events
  • Buckets below the privacy threshold

Limitations

A future study describes usage among qualified OfferAgent accounts, not the entire market and not a causal effect. Differences in industry, package, configuration and data maturity must be reported or suppressed.

Method version: offeragent.research-methodology.v1 · Reviewer: OfferAgent Privacy, Product and Research Review · Reviewed: · Next review:

Corrections: info@offeragent.app