Definition and Related Concepts of Statistic Charts

1. Definition of Chart

• A Chart is the graphical representation of Reports that helps users quickly visualize statistical results and understand changing business conditions at a glance. Through visual data analysis tools, organizations can monitor operational status in real time and build data-driven, real-time decision-making capabilities.
• Examples include tracking Account follow-ups, Opportunity progress, Leads conversion, and statistics for Orders and Payment Collection. Report designers can create custom Charts, analyze by required dimensions, and schedule periodic report subscriptions for convenient delivery.

2. Chart-related Concepts

• Subject: A Subject defines the core entity analyzed by a Chart and the set of associated objects (for example, Products would be the core object when analyzing product sales). A Subject contains Dimensions and Metrics.
• Dimension: Typically corresponds to the X axis (for example, when analyzing sales by Dept., Dept. is the Dimension, usually sourced from text or date fields of the core object). Dimensions can also be placed into the data scope. Dimensions are categorized as Grouping Dimensions and Attribute Dimensions.
  • Grouping Dimension: Groups records that share the same attribute, then performs aggregate/count statistics. Analyses often use multiple grouping levels to drill from coarse to fine granularity.
  • Attribute Dimension: When using a primary attribute as a Dimension, enable Attribute Dimension to display attribute values of record details as supplementary information only. These fields do not carry statistical meaning but provide contextual details (for example, when the Dimension is Account Name, you might also display the Account’s province, city, district, and Account level as attribute fields).
• Metric: A Metric represents a measure and defines the calculation rules. You can perform distinct counts on text fields or sums on numeric fields from the core object or its related objects. Metrics are divided into Base Metrics and Aggregate Metrics.
  • Base Metric: Derived from fields on the Subject’s core object.
  • Aggregate Metric: Derived from fields on objects related to the core object.
    • Metric Status:
      • Enabled: Initialized metric that can be used and whose values can be viewed.
      • Disabled: Metric is disabled and cannot be used.
      • Initializing: Newly added metric that requires system initialization; it is usable immediately but metric values are available the next day.
      • Trial Calculation: Perform an immediate trial calculation over a recent time range to help debug the metric. The system will run a full historical calculation that night (behavior may vary by product version).
• Metric Rule: Defines how a Metric is calculated. For example, for an Account Subject, an Opportunity Amount metric might be defined by the rule: aggregate the Opportunity Amount (excluding Opportunities with status Unactivated or Voided) using deduplicated summation based on “Opportunity → Amount → Opportunity Created Date.” When you use Date as the X axis to analyze Opportunity Amount, the Date refers to the Opportunity’s Created Date per this rule.
• Aggregation Date: Each Subject includes a Date Dimension field whose business meaning may differ across Metrics. Aggregation Date allows comparison of different business meanings under the same Date Dimension for the Subject.

3. What Metric Management Lets You Do

• Modify Metric Rules: The system provides default Subjects and Metrics. CRM Administrators and Reports Administrators can modify preset Metric rules in the Metric Management menu to match organizational analysis needs. For example, you can change the date semantics of the Opportunity Amount Metric from Opportunity Created Date to Expected Close Date.
• Create New Metrics: If default Metrics do not meet requirements or you need to analyze custom fields, CRM Administrators and Reports Administrators can create new Metrics in the Metric Management menu. A new Metric requires one-time initialization; metric values are available the next day and subsequent updates become near real-time.
• Create Custom Object Subjects: To analyze data using Dimension fields from a custom object, CRM Administrators and Reports Administrators must create a Subject for that custom object in the Metric Management menu. More information about Metric Management: Metric Management