Sales Creatio, team edition
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This documentation is valid for Creatio version 7.12.0. 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 [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

Analytics

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