Financial Services Creatio, customer journey edition
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Analytics in the [Products] section

The [Analytics] view contains summary data on the section: charts, metrics, ratings, and reports.

The [Product analytics] tab

Product summaries.

Note

Filters set in the section will be applied to all dashboard components.

New products

List of ten recently added products. Only products with the “Current“ status are counted. The data is sorted in descending order. Recently added records are displayed at the top of the list.

Products by category

Diagram displaying the number of products divided into categories.

Most popular products

List of five products with the most contracts signed. Only contracts with the “Signed“ status are counted. The data is sorted in descending order by the number of contracts.

Least popular products

List of five products with the least contracts signed. The list includes products with no contracts as well. The data is sorted in ascending order by the number of contracts.

See also

Dashboards

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