Data analytics presents visualized analysis of business data, offering a rich library of report templates and chart templates. Users can directly leverage these templates to view statistical results or create customized reports and charts tailored to their enterprise needs. Integrated with CRM’s permission framework, it ensures data security while providing subscription capabilities for users requiring periodic data insights.

1. Intelligent Analytics Platform Value Proposition

1.1 Flexible Visual Self-Service Analytics with Powerful Customization

• Diverse chart types to optimally present data
• Advanced analytical capabilities for deep data exploration
• Customizable complex models for specialized business scenarios

1.2 Deep Business Integration with Granular Permission Control

• Seamless PaaS permission inheritance (object-level, field-level, functional, data, chart, and dashboard permissions)
• Eliminates integration challenges with traditional BI systems regarding data permissions and synchronization
• Embedded analytics across business applications for data-driven decision making anywhere

1.3 Data-Driven Decision Making for Business Growth

• Evidence-based strategy formulation with real-time trend monitoring
• Performance tracking to establish PDCA management cycles
• Actionable insights to drive business growth

2. Intelligent Analytics Platform Architecture

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3. Intelligent Analytics Platform Capabilities

Access all menu pages via the CRM search bar. Key sections include: Data Dashboards, Reports, Report Permission Management, Subscription Management, Report Logs, and Metric Management.

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3.1 Data Dashboards

• Access via CRM navigation to view, create, edit, and manage dashboards

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• For detailed functionality, refer to: Editing Data Dashboards

3.2 Reports

• Filter, view, create, and manage reports via CRM navigation

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Key features include:

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• Search: Fuzzy search for folders and reports with highlighted matches
• Global Settings:
  • Include invalid data (admin-only control)
  • Include former employee data (enterprise-level control)
  • Leaderboard visibility settings
  • Opportunity 2.0 conversion analysis configurations
• Filters: All reports, My creations, My edits
• Chart Types: Filter by report types
• Bulk Actions: Delete, export, or merge multiple items
• Additional Fields: Toggle display of metadata fields
• Folder Operations: Rename or delete folders
• Chart Operations: Edit, export, delete, subscribe, move, duplicate, rename, or share (permission-dependent)

For metric management details, see: Metric Management

3.3 Report Permission Management

• View and modify report permissions via CRM navigation

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• Permission Search: Find reports by permission type, creator, or visibility

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• Individual Permission Editing: Modify permissions per report

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• Bulk Permission Updates: Modify multiple reports simultaneously

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3.4 Subscription Management

• Manage subscription tasks via CRM navigation

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• View Subscriptions: Track active/canceled tasks and storage usage
• Subscription Control: Cancel or restore subscriptions

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• Subscription Configuration: Reconfigure subscription parameters

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• Export/Delete: Manage individual subscription files

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• Bulk Deletion:
  • By generation date

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• Scheduled monthly cleanup

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3.5 Report Logs

• Track all user activities via CRM navigation

• Audit Filters: Search by user, timeframe, action type, or resource
• Access Control: Visible only to report administrators and CRM admins

3.6 Metric Management

• Create subjects and metrics via CRM navigation

For detailed metric management, see: Metric Management