CRM_Analytics
Folder Auto Generated From API
In the latest update, new entities for analytical systems have been added:
crm_company – companies
crm_contact – contacts
t...
Thứ 5, 19 Tháng 6, 2025 21:04
Request debugging is finding and fixing errors in data extraction queries. If your reports are slow or contain incorrect data, debugging can help you fin...
Thứ 5, 19 Tháng 6, 2025 21:04
The data from Date/time fields are loaded to analytics reports according to the server time regardless your account time zone settings.
Let&...
Thứ 5, 19 Tháng 6, 2025 21:04
In this update, we have improved the interface of connecting analytics systems in the BI analytics section, extended the set of the report templates, ...
Thứ 5, 19 Tháng 6, 2025 21:04
Every business owner knows it's crucial to stay focused to keep things running smoothly. Analyzing sales funnels, employee performance, and sales ...
Thứ 5, 19 Tháng 6, 2025 21:04
CRM Analytics allows building a wide variety of reports: sales funnels, employee performance reports, sales trends report, etc.
Read more inform...
Thứ 5, 19 Tháng 6, 2025 21:04
The Individual performance report helps you to rank your sales managers by the amount of won deals. Use the information form this report to evaluate t...
Thứ 5, 19 Tháng 6, 2025 21:04
The reporting period is an important parameter for creating analytical reports in CRM, as it helps track the items an employee has worked on.
Cr...
Thứ 5, 19 Tháng 6, 2025 21:04
Every business owner can tell you that you need to keep your eye on the ball for your business to run smoothly. It's vital to analyze sales f...
Thứ 5, 19 Tháng 6, 2025 21:04
The Regular clients report shows how many clients have made purchases from you during the selected reporting period.
To access this report:
...
Thứ 5, 19 Tháng 6, 2025 21:04