BI Components Overview

1. BI Components on the Homepage

The following BI components are supported on both web and mobile homepages:

• Basic Components: Filter, Charts

• Preset Components:

  • Sales Briefing

  • Payment Collection Statistics

  • Leads Conversion

  • Leaderboard

  • Sales Funnel (Opportunity Amount)

  • Employee Goal Completion Rate Ranking

  • Dept. Goal Completion Status

  • Order Statistics

  • Refund Statistics

  • Sales Stage Conversion Analysis

  • Goal Completion Rate

  • Annual Goal Completion Status

2. BI Components in Custom Pages

### Web Custom Pages
- General Components:
- Charts
- Split-Screen View for Charts
- Filter
- Dashboard

Mobile Custom Pages

• Basic Components:

  • Filter

  • Charts

  • Dashboard

• Preset Components:

  • Sales Briefing

  • Leads Conversion

  • Sales Funnel (Opportunity Amount)

3. BI Components in Object Detail Pages

The following BI components are supported in both web and mobile object detail pages:
- General Components:
- Charts
- Dashboard

4. BI Components in Object List Pages

### Web Object List Pages

- General Components:
- Charts
- Filter
- Dashboard

Campaign Object List Pages

• General Components:

  • Campaign Insights

  • Charts

  • Filter

  • Dashboard

5. BI Components in Channel Portals

The following BI components are supported in web channel portals:
- Basic Components:
- Filter
- Business Components:
- Charts
- Split-Screen View for Charts