Marketing Creatio
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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 [Contacts] 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 can be found in the corresponding articles.

The [Contact analytics] tab

Save the contact data.

Note

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

Number of contacts

Calculated indicator displaying the number of contacts registered in the system.

Number of active contacts this month.

Calculated indicator displaying the number of contacts included in the bulk email audience. It is only related to the bulk emails that are in the “Sent”, “Sending” or “In progress” status, and must be sent this month.

Potential audience of bulk emails

Calculated indicator displaying the number of contacts that can be included in the bulk email audience. It is only related to the contacts with current email address specified and allowed to be used as communication option.

Contacts by type

Diagram displaying how contacts are grouped by type.

Contacts base growth

Diagram displaying the number of contacts of the “Customer” type added in the system. The data is displayed in chronological order by month.

Reports

List of contact's noteworthy events.

This table contains a list of contacts and their noteworthy events for the selected period. It also includes their phone numbers and displays names of employees who are responsible for these contacts.

Data sufficiency

The list of fields on the contact 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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