Analytics in the [Accounts] 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 [Accounts analytics] tab.
The [Account 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 | Diagram displaying the number of contacts of the “Customer” type added in the system. The data is grouped by month and displayed in chronological order. |
| Number of customers | Calculated indicator Calculated indicator displaying the number of Creatio accounts of the “Customer“ type. |
| Number of accounts | Calculated indicator Calculated indicator displaying the number of Creatio accounts of the “Customer“ type. |
| 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. It displays the accounts of the “Customer“ type sorted in alphabetical order. |
| Customers with no recent activity | List of 5 accounts that either don't have any connected activities or whose latest activity is expired. 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 account 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
