Published at: 2025-10-30

BI Components on the Homepage

Web Version

The BI components supported on the web version homepage include:

  • Basic Components: Filter, Charts

  • Preset Components: Sales Briefing, Payment Collection Statistics, Lead Conversion, Leaderboard, Sales Funnel (Opportunity Amount), Employee Goal Completion Rate Ranking, Department Goal Completion Status, Order Statistics, Refund Statistics, Sales Stage Conversion Analysis, Goal Completion Rate, Annual Goal Completion Status.

1.1 Configuration Process

You can use BI components when creating/editing homepage templates in: - Backend Management > Interface Customization Management > CRM Homepage Customization > Homepage Template Management - CRM > Homepage > Create New Homepage

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1.1.1 Filter

Only one Filter component can be added per homepage.

  • Component Settings:

    • Preset Charts Global Filter: Configure whether preset charts are affected by global filters for Employee and Date fields.

    • Custom Charts Global Filter: Configure whether custom charts are affected by global filters for Employee and Date fields.

    • Default Global Filter Values: Set default values and whether users can modify filter conditions.

  • Chart-Level Filter Configuration:

    • Configure whether each chart participates in global filtering or the data scope affected by the global filter.

    • Sticky Global Filter: Option to pin the filter component at the top when viewing.

      • Employee: Default values can be set to Personal, All, or My Responsibilities (Dept.).

      • Date: Default values can be set to a specific date or date range.

    • Action Area: Delete added components.

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1.1.2 Charts

Drag and drop the Charts component, then select up to 10 pre-created charts.

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  • Component Settings:

    • Component Height: Adjust the height of added chart components.

    • Auto-Adjust Height (Table Charts Only): Enable height adaptation based on actual data.

    • Action Area: Modify display names or delete components.

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1.1.3 Sales Briefing

Only one Sales Briefing component can be added per homepage.

  • Component Settings:

    • Modify display names or delete components.

  • Data Analyzed:

    • New Accounts

    • New Opportunity 2.0

    • Customer Visits (Advanced Fieldwork)

    • New Contacts

    • Opportunity 2.0 with Stage Changes

    • New Follow-Up Activities

    • Refer to Preset Homepage Charts for metric details.

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1.1.4 Payment Collection Statistics

Only one Payment Collection Statistics component can be added per homepage.

  • Component Settings:

    • Modify display names or delete components.

  • Data Analyzed:

    • Total Payments Collected

    • Total Amount

    • Confirmed

    • Pending Confirmation

    • Refer to Preset Homepage Charts for metric details.

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1.1.5 Lead Conversion

Only one Lead Conversion component can be added per homepage.

  • Component Settings:

    • Modify display names or delete components.

  • Data Analyzed:

    • Total Leads

    • Leads Converted to Accounts/Conversion Rate

    • Leads Converted to Opportunity 2.0/Conversion Rate

    • Opportunity Amount

    • Leads Converted to Sales Orders/Conversion Rate

    • Refer to Preset Homepage Charts for metric details.

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1.1.6 Leaderboard

Only one Leaderboard component can be added per homepage.

  • Component Settings:

    • Delete components.

  • Data Analyzed:

    • Employee Sales Order Amount Ranking

    • Refer to Preset Homepage Charts for metric details.

    • Only includes data up to 23:59:59 of the previous day; same-day data is excluded.

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1.1.7 Sales Funnel (Opportunity Amount)

Only one Sales Funnel (Opportunity Amount) component can be added per homepage.

  • Component Settings:

    • Modify display names or delete components.

  • Data Analyzed:

    • Opportunity Amount by Stage

    • Total Opportunity Amount

    • Refer to Preset Homepage Charts for metric details.

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1.1.8 Employee Goal Completion Rate Ranking

Only one Employee Goal Completion Rate Ranking component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Employee Goal Completion Rates

    • Refer to Preset Homepage Charts for metric details.

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1.1.9 Department Goal Completion Status

Only one Department Goal Completion Status component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Department Goal Values, Achievements, and Completion Rates

    • Refer to Preset Homepage Charts for metric details.

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1.1.10 Order Statistics

Only one Order Statistics component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Total Orders

    • Total Amount

    • Confirmed

    • Pending Confirmation

    • Refer to Preset Homepage Charts for metric details.

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1.1.11 Refund Statistics

Only one Refund Statistics component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Total Refunds

    • Total Amount

    • Confirmed

    • Pending Confirmation

    • Refer to Preset Homepage Charts for metric details.

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1.1.12 Sales Stage Conversion Analysis

Only one Sales Stage Conversion Analysis component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Average Stage Duration

    • Total Opportunities

    • Total Opportunity Amount

    • Lost

    • Lost Rate

    • Stagnant

    • Sales Cycle

    • Average Deal Size

    • Overall Conversion Rate

    • Refer to Preset Homepage Charts for metric details.

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1.1.13 Goal Completion Rate

Only one Goal Completion Rate component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Achieved Value

    • Target Value

    • Completion Rate

    • Refer to Preset Homepage Charts for metric details.

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1.1.14 Annual Goal Completion Status

Only one Annual Goal Completion Status component can be added per homepage.

  • Component Settings:

    • Adjust component height.

    • Modify display names or delete components.

  • Data Analyzed:

    • Target Value

    • Achieved Value (Same Period Last Year)

    • Achieved Value

    • Completion Rate

    • Refer to Preset Homepage Charts for metric details.

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Mobile Version

The mobile homepage supports the same BI components as the web version:

  • Basic Components: Filter, Charts

  • Preset Components: Sales Briefing, Payment Collection Statistics, Lead Conversion, Leaderboard, Sales Funnel (Opportunity Amount), Employee Goal Completion Rate Ranking, Department Goal Completion Status, Order Statistics, Refund Statistics, Sales Stage Conversion Analysis, Goal Completion Rate, Annual Goal Completion Status.

2.1 Configuration Process

The mobile homepage inherits configurations from the web version; no separate setup is required.

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