Sales Creatio, team edition
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Analytics in the [Activities] 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 is available in the corresponding articles.

The [Activity analytics] tab

Analytics on the activities.

Note

Filters set in this section are applied to all dashboard components. Particularly, filters by date and responsible employee.

Reports

Activity report

Activities of the current user for the previous week.

The [Completed activities] part displays all completed activities for the specified time period where the selected user participated (as listed in the [Participants] detail of the activity page).

The [Incomplete activities] part displays overdue activities (whose due time has already passed while the activity was not in its final state) which the selected user is responsible for.

See also

Dashboards

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