BI Components Overview

1. BI Components on Home Page

The web and mobile Home pages support the following BI components:

• Basic components: Filter, Chart;
• Preset components: Sales Briefing, Payment Collection statistics, Leads Conversion, Leaderboard, Sales Funnel (Opportunity Amount), Employee Target Completion Ranking, Dept. Target Completion, Order Statistics, Refund Statistics, Sales Stage Conversion Analysis, Target Completion Rate, Annual Target Completion.

2. BI Components on Custom Pages

The web custom pages support the following BI components:

• General components: Chart, Split-Screen View (Chart), Filter, Dashboard.

The mobile custom pages support the following BI components:

• Basic components: Filter, Chart, Dashboard;
• Preset components: Sales Briefing, Leads Conversion, Sales Funnel (Opportunity Amount).

3. BI Components on Object Detail Pages

The web and mobile object detail pages include the following BI components:

• General components: Chart, Dashboard.

4. BI Components on Object List Pages

The web object list pages include the following BI components:

• General components: Chart, Filter, Dashboard.

The Campaign object list page includes the following BI components:

• General components: Campaign Insights, Chart, Filter, Dashboard.

5. BI Components in Channel Portal

The web Channel Portal includes the following BI components:

• Basic components: Filter;
• Business components: Chart, Split-Screen View (Chart);