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 [Contacts analytics] tab
Summary data of contacts.
Note
Filters set in the section will be applied to all dashboard components.
| No. of employees | Calculated indicator displaying the total number of contacts with the "Employee" type and "Our company" account. |
| New employees | List of 5 contacts that have been recently employed by your company. It displays the contacts of the “Employee“ type whose account is “Our company“ in descending order of the start date. |
| Number of contacts | Calculated indicator displaying the number of sales contact records . |
| Contacts by decision-making role | Diagram displaying how contacts are grouped by role in the decision-making process. |
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
