Definition and Related Concepts of Statistic Charts

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I. Definition of Charts

• Charts provide graphical representations of Reports, enabling customers to visualize statistical data at a glance and gain immediate insights into evolving business conditions. These visual analytics tools help enterprises monitor operational status in real time, fostering data-driven decision-making.

• Examples include tracking customer follow-ups, Opportunity progress, Lead conversion rates, and sales/collection performance. Report designers can customize charts for specific analytical dimensions and set up periodic report subscriptions for convenient access.

II. Key Concepts of Charts

• Subject: Defines the core object of analysis and its related object collection (e.g., “Products” would be the core object when analyzing sales performance). A Subject includes Dimensions and Metrics.

• Dimension: Typically corresponds to the X-axis (e.g., “Departments” when analyzing sales by department). Dimensions are usually character or date-type fields from the core object and can be dragged into data filters. Dimensions are categorized as:

  • Grouping Dimension: Aggregates data with identical attributes for summation/counting. Supports multi-level grouping for granular analysis.

  • Attribute Dimension: Displays auxiliary attribute values (e.g., province, city, or customer tier) without statistical calculations.

• Metric: Defines calculation rules. Applies unique counts to character fields or sums to numeric fields. Metrics include:

  • Basic Metrics: Derived from core object fields.

  • Aggregated Metrics: Derived from related object fields.

    • Metric Statuses:

      • Active: Initialized and available for use.

      • Inactive: Disabled and unavailable.

      • Initializing: Newly added metrics require overnight initialization before displaying values.

      • Trial Data: Allows immediate testing with recent data; full historical data is calculated overnight (version-dependent).

• Metric Rule: Specifies calculation logic (e.g., “Opportunity Amount” sums distinct values excluding invalid/voided statuses, with the X-axis date mapped to “Opportunity Creation Time”).

• Aggregation Date: Each Subject has a date dimension. Its business meaning varies by metric, enabling cross-business comparisons under a unified timeline.

III. Capabilities of Metric Management

• Modify Metric Rules: CRM/Report Admins can adjust preset metric rules (e.g., changing the date logic for “Opportunity Amount” from creation time to expected close date).

• Create Metrics: Admins can add new metrics for custom analyses. Initialization occurs once, with near-real-time updates thereafter.

• Create Custom Object Subjects: Admins can build Subjects for custom objects to analyze dimension fields.
  Learn more: Metric Management