Analytics in the [Legal entities] section
The [Analytics] view contains summary data on the section: charts, metrics, ratings and reports.
Note
More information about working with dashboards and dashboard setup is available in the corresponding articles.
The [Legal entity analytics] tab
The [Legal entity analytics] tab displays the summary of information about accounts that are registered in the system.
Note
Filters set in the section will be applied to all dashboard components.
| Customer base growth | This diagram shows the number of new clients who were added to the system by month. Only legal entities of “Customer“ type are used for calculation. |
| Number of customers | Indicator displaying the number of legal entities of the “Customer“ type registered in Creatio. |
| Customers by industry | Diagram displaying how customers are grouped by industry. |
| Customers with no contacts specified | List of 5 accounts that don't have any connected contacts. The data is sorted in alphabetical order. |
| Customers with no recent activity | The list of top five customers who have no activities connected to them or the end date of the last uncompleted activity has passed. It displays records sorted in ascending order of the latest activity date. Clients without activities or with the earliest activities will be in the top of the list. |
Reports
| Data sufficiency | The list of fields on the legal entity page is given as a table. For each field the table contains the number of records where this field is filled in and the corresponding percentage. It also displays the number of entries that have no data in this field. |
See also
