Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Financial indicators] section

This section contains information about financial indicators of your customers, for example, revenue for a certain time period, net income, account receivables etc.

Views

The section has several views:

  • btn_com_list_view.png – displays financial indicators as a list of records. All list columns are described below in the context of the financial indicator page.

  • btn_com_analytics.png – displays charts, indicators and ratings. More information about working with dashboards and dashboard setup can be found in the corresponding articles.

Folders

Use section folders to easily select the time period for financial indicators.

Contents

Financial indicator page

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