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

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

Dashboards

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