In order to quickly create a data cockpit, 10+ data cockpits with a total of 100+ charts are preset in Funshare CRM according to different industry classifications. Among them, the Gaofu industry presets 10+ data cockpits and 100+ charts. You can choose the appropriate data cockpit to use according to your actual needs. The administrator can save this cockpit after editing the preset cockpit or save it as another cockpit, and ordinary employees can only save it as another cockpit.
| serial number | cockpit name
|
| :-----------: | :---------------------------------- ----------: |
| 1 | Advertising effect analysis |
| 2 | Market Activity Analysis |
| 3 | Market ROI Analysis |
| 4 | Lead Insights |
| 5 | Lead Conversion Analysis |
| 6 | Sales Management Cockpit |
| 7 | Order Insights |
| 8 | Refund Insights |
| 9 | Customer Insights |
| 10 | Insights into New Business Opportunities |
| 11 | Channel Order Management Report |
| 12 | Service Link default large screen |
| 13 | Completion of personnel goals |
| 14 | Completion of customer goals |
| 15 | Completion of product goals |
| 16 | Statistical Analysis of Business Process Efficiency |
| 17 | Statistical Analysis of Approval Efficiency |
1. Analysis of advertising effect
1.1 Entry
- Campaign Listing Page
- Data Cockpit
1.2 Version Control
- Controlled by the license, you need to purchase 【Marketing Integrated Application】
1.3 Overall Introduction
- Cockpit Type: Individual
- Phase: Pre-sales
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :------------------------------: | :---------- : | :------------: | --------------------------------- ------------------- |
| 1 | Consumption proportion of different advertising channels | Pie chart | Marketing activities | Statistics of the consumption amount of each advertising channel |
| 2 | Comparison of keyword click effect trends under different placements | Stacked line chart | Keyword delivery plan | Count the number of clicks per keyword per day |
| 3 | Ranking of customer acquisition by advertising channels | Column chart | Marketing activities | Counting the number of leads of each advertising channel |
| 4 | Comparison of traffic drainage effects of various advertising channels | Dual-axis chart | Marketing activities | Counting the number of impressions and clicks of each advertising channel |
| 5 | Keyword customer acquisition ranking TOP10 | Column chart | Keyword delivery plan | Count the number of leads from each keyword |
| 6 | End-to-end advertising effectiveness analysis | Statistical charts | Marketing activities | Statistics of display, click and other indicators from various advertising channels |
| 7 | Cross-comparison of advertising channel delivery effects | Statistical chart cross-tabulation | Marketing activities | Monthly statistics of click-through rates and other indicators from various advertising channels |
| 8 | End-to-end keyword placement effect analysis | Statistical chart crosstab | Keyword placement plan | Statistics of click-through rate and other indicators from each keyword |
| 9 | Cross-comparison of keyword delivery effects | Statistical chart cross-tabulation | Keyword delivery plan | Statistics of the average click price, average lead unit price and other indicators from each keyword |
1.3.1 Consumption proportion of different advertising channels
- Topic: Marketing Activities
- Sort and display: display in descending order of consumption (sum)
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the consumption amount of each advertising channel
- Dimension: Advertising Channel
- Indicator: Consumption - The consumption under the keyword placement details is summed and generated according to the placement date.
1.3.2 Comparison of keyword click effect trends under different placements
- Topic: Keyword Delivery Plan
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of clicks per keyword per day
- Dimensions: Date, Keyword
- Indicators: Clicks - The clicks under the keyword delivery details are summed according to the delivery date.
1.3.3 Advertisement Channel Acquisition Ranking
- Topic: Marketing Activities
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads of each advertising channel
- Dimension: Advertising Channel
- Indicator: Number of Leads - The name under the sales lead is uniquely counted and generated according to the creation time.
1.3.4 Comparison of traffic drainage effects of various advertising channels
- Topic: Marketing Activities
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of impressions and clicks of each advertising channel
- Dimension: Advertising Channel
- Indicators:
- Display: The display under the keyword delivery details is summed according to the delivery date to generate.
- Clicks: The clicks under the keyword delivery details are summed according to the delivery dates.
1.3.5 Top 10 keyword acquisition rankings
- Topic: Keyword Delivery Plan
- Sorting and display: display in descending order according to the number of clues (sum), display the first 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scene: Count the number of leads from each keyword
- dimension: keyword
- Indicators:
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, invalid
1.3.6 End-to-end advertising effect analysis
- Topic: Marketing Activities
- Sort and display: display in descending order of consumption (sum)
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of display, click and other indicators from various advertising channels
- Dimension: Advertising Channel
- Indicators:
- Display: The display under the keyword delivery details is summed according to the delivery date to generate.
- Clicks: The clicks under the keyword delivery details are summed according to the delivery dates.
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: the name under the sales lead is uniquely counted and generated according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- Number of conversion leads: Generate the names under the sales leads according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of business opportunities: The name of the sales lead under Business Opportunity 2.0 is uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, invalid
- Business Opportunity Amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 of the sales lead according to the creation time. Life status does not belong to inactive, under review, void.
- The number of business opportunities won: the name of the sales lead under the business opportunity 2.0 is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
1.3.7 Cross-comparison of advertising channel delivery effects
- Topic: Marketing Activities
- Sort and display: display in descending order by CTR
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: monthly statistics of click-through rate and other indicators from various advertising channels
- Dimensions: Advertising Channel, Date (Month)
- Indicators:
- Display: The display under the keyword delivery details is summed according to the delivery date to generate.
- Clicks: The clicks under the keyword delivery details are summed according to the delivery dates.
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
1.3.8 End-to-end keyword placement effect analysis
- Topic: Keyword Delivery Plan
- Sort and display: display in descending order of consumption (sum)
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of indicators such as click-through rate from various keywords
- dimension: keyword
- Indicators:
- Display: The display under the keyword delivery details is summed according to the delivery date to generate.
- Clicks: The clicks under the keyword delivery details are summed according to the delivery dates.
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: the name under the sales lead is uniquely counted and generated according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- Converted to SQL number: Generate the name of the sales lead according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of business opportunities: The name of the sales lead under Business Opportunity 2.0 is uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, invalid
- Business Opportunity Amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 of the sales lead according to the creation time. Life status does not belong to inactive, under review, void.
- The number of business opportunities won: the name of the sales lead under the business opportunity 2.0 is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
1.3.9 Cross-comparison of keyword placement effects
- Topic: Keyword Delivery Plan
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of indicators such as average click price and average lead unit price from each keyword
- dimension: keyword
- Indicators:
- Display: The display under the keyword delivery details is summed according to the delivery date to generate.
- Clicks: The clicks under the keyword delivery details are summed according to the delivery dates.
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
2. Market activity analysis
2.1 Entry
- Campaign Listing Page
- Campaign details page
- Data Cockpit
2.2 Overall Introduction
- Cockpit Type: Individual
- Phase: Pre-sales
| Serial Number | Card Name | Card Type | Preset Theme | Scene Analysis |
| :--: | :------------------------: | :------: | :------- ---: | --------------------------------------------- ------- |
| 1 | View ROI by Campaign | Statistical Table | Campaign Analysis | Statistical Campaign ROI |
| 2 | Statistical lead conversion by market activity | Statistical table | Market activity analysis | Statistics of customer conversion rate, business opportunity conversion rate, winning business opportunity amount, etc. |
| 3 | Statistics on lead conversion by source | Statistical table | Lead analysis | Statistics on customer conversion rate, business opportunity conversion rate, winning business opportunity amount, etc. by source |
2.2.1 View ROI by campaign
- Topic: Market Activity Analysis
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: ROI of statistical marketing activities
- Dimension: Campaign
- Indicators:
- Actual cost (yuan): The actual cost (yuan) under the market activity is summed and generated according to the creation time.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life status does not belong to inactive, reviewing, invalid and the stage status belongs to winning order.
2.2.2 Statistics on lead conversion by market activity
- Topic: Market Activity Analysis
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of customer conversion rate, business opportunity conversion rate, winning business opportunity amount, etc.
- Dimension: Campaign
- Indicators:
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of customers: the name of the customer under the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
2.2.3 Statistics of lead conversion by market activity
- Topic: Lead Analysis
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of customer conversion rate, business opportunity conversion rate, amount of won business opportunities, etc. by source
- Dimension: Source
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
- The number of converted leads: generate the unique count of the names under the sales leads according to the conversion time. Status is Transitioned.
- Total number of customers: the customers recorded as lead conversions are generated according to the unique count of creation time. Customer. Life status does not belong to inactive, in review, void.
- Number of Business Opportunities (Business Opportunity 2.0): The name of the business opportunity under Business Opportunity 2.0 is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business Opportunity Amount (Business Opportunity 2.0): Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time. The life state is not under review, it is not valid, and it is invalid.
- Number of business opportunities won (Business Opportunity 2.0): The name of the business opportunity under Business Opportunity 2.0 is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities (Business Opportunity 2.0): The name of the business opportunity under Business Opportunity 2.0 is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
3. Market ROI Analysis
3.1 Entry
- Campaign Listing Page
- Data Cockpit
3.2 Version Control
- Controlled by the license, you need to purchase 【Marketing Integrated Application】
3.3 Overall Introduction
- Cockpit Type: Individual
- Phase: Pre-sales
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :----------------------: | :-------: | :------- ---------: | --------------------------------------- --------- |
| 1 | Total cost analysis of market activities | KPI card | Market activity analysis | Statistical actual cost, average customer acquisition cost, ROI, etc. |
| 2 | Advertising channel ROI trend analysis | Stacked line chart | Market activity analysis | Monthly statistics on advertising channel ROI |
| 3 | Advertising channel ROI analysis | Statistical table | Market activity analysis | Statistical ROI of each advertising channel |
| 4 | Keyword ROI analysis | Statistical table | Keyword placement plan statistics | Statistical ROI of each keyword |
| 5 | ROI analysis of marketing activities | Statistical table | Analysis of marketing activities | Statistical ROI of each marketing activity |
| 6 | Statistical Performance Contribution by Department | Statistical Table | Sales Lead Statistics | Statistics of New Customers, Number of Business Opportunities, Orders Generated by Business Opportunities, etc. by Department |
| 7 | Effect analysis of conference marketing marketing activities | Statistical table |
3.3.1 Analysis of total cost of marketing activities
- Topic: Market Activity Analysis
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of actual cost, average customer acquisition cost, ROI, etc.
- Dimension: Campaign
- Indicators:
- Actual cost (yuan): The actual cost (yuan) under the market activity is summed and generated according to the creation time.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
3.3.2 ROI Trend Analysis of Advertising Channels
-
Topic: Market Activity Analysis
-
Sorting and display: KPI cards do not support sorting
-
Global filter: Filter data by employees and dates of global filter
-
Analysis scenario: statistics of actual cost, average customer acquisition cost, ROI, etc.
-
Topic: Market Activity Analysis
-
Sort and display: no
-
Global filter: Filter data by employees and dates of global filter
-
Analysis scenario: monthly statistics on the ROI of advertising channels
-
Dimensions: Advertising Channel, Date (Month)
-
Indicators:
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life status does not belong to inactive, reviewing, invalid and the stage status belongs to winning order.
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
3.3.3 Advertising channel ROI analysis
-
Topic: Market Activity Analysis
-
Sort and display: no
-
Global filter: Filter data by employees and dates of global filter
-
Analysis scenario: count the ROI of each advertising channel
-
Dimension: Advertising Channel
-
Indicators:
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life status does not belong to inactive, under review, void
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
3.3.4 Keyword ROI analysis
- Topic: Keyword Delivery Plan Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the ROI of each keyword
- Dimensions: keywords/ideas
- Indicators:
- Consumption: The consumption under the keyword placement details is summed and generated according to the placement date.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- Convert to SQL number: generate the unique count of the name under the sales lead according to the creation time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
3.3.5 Market Activity ROI Analysis
- Topic: Market Activity Analysis
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the ROI of each marketing activity
- Dimension: Campaign Name
- Indicators:
- Actual cost (yuan): The actual cost (yuan) under the market activity is summed and generated according to the creation time.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
3.3.6 Statistical performance contribution by department
- Topic: Sales Lead Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of new customers, number of business opportunities, orders generated by business opportunities, etc. by department
- Dimension: Belonging department
- Indicators:
- Number of new customers: Generate the name of the customer under the customer according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- The number of converted leads: generate the unique count of the names under the sales leads according to the conversion time. Status is Transitioned.
- Number of Business Opportunities (Business Opportunity 2.0): The name of the business opportunity under Business Opportunity 2.0 is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business Opportunity Amount (Business Opportunity 2.0): Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time. The life state is not under review, it is not valid, and it is invalid.
- Number of orders generated by business opportunity: the name of the business opportunity under the sales order of business opportunity 2.0 is generated by uniquely counting the order date. Business Opportunity 2.0. Life status does not belong to non-effective, under review, invalid and life status does not belong to non-effective, under review, invalid.
- Order Amount Generated by Business Opportunity: Generate the sum of the sales order amount under the sales order of Business Opportunity 2.0 according to the order date. Business Opportunity 2.0. Life status does not belong to non-effective, under review, invalid and life status does not belong to non-effective, under review, invalid.
3.3.7 Effect analysis of conference marketing marketing activities
- Topic: Market Activity Analysis
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of applicants, costs, business opportunities, etc. according to market activities
- Dimension: Campaign
- Indicators:
- Number of applicants: The member ID under the active member is uniquely counted and generated according to the creation time.
- Check-in number: Generate the member ID under the active member according to the unique count of the check-in time. The check-in status belongs to checked-in.
- Estimated cost (yuan): The estimated cost (yuan) under the marketing activity is summed and generated according to the creation time.
- Actual cost (yuan): The actual cost (yuan) under the market activity is summed and generated according to the creation time.
- Estimated income (yuan): The estimated income (yuan) under the marketing activity is summed according to the creation time to generate.
- Actual income (yuan): The actual income (yuan) under the marketing activity is summed according to the creation time to generate.
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
4. Clue insight
4.1 Entry
- lead list page
- Data Cockpit
4.2 Overall Introduction
- Cockpit Type: Individual
- Phase: Pre-sales
| Serial Number | Card Name | Card Type | Preset Theme | Scene Analysis |
| :--: | :------------------: | :-------: | :------: | --- ----------------------------------------------- |
| 1 | Conversion Analysis from Leads to Transactions | Conversion Funnel | Leads | Statistics of Leads to Order Quantity, Amount, etc. by Process Stage |
| 2 | Distribution of Lead Source Status | Stacked Column Chart | Leads | Number of Leads Created by Source and Status |
| 3 | Output Analysis of Lead Sources | Bar Chart | Leads | Amount of Winning Business Opportunities by Source |
| 4 | Lead Volume Trend | Stacked Column Chart | Leads | Count of Leads Created by Month and Source |
| 5 | Top 10 Leads Turned into Business Opportunities | Column Chart | Leads | Statistics of Leads Turned into Business Opportunities by Person in Charge |
| 6 | Cause Analysis of Invalid Leads | Pie Chart | Leads | Count the Number of Created Leads for Each Cause of Invalid Leads |
| 7 | Lead follow-up status top10 | Stacked column chart | Leads | Count the number of leads created by each person in charge and in each state |
| 8 | Conversion rate analysis | Histogram | Leads | Statistics of conversion rate and settlement rate of each source |
| 9 | Analysis of leads converted to business opportunities | Column chart | Leads | Statistics of the number of leads transferred to business opportunities and the number of leads converted to win orders from various sources |
| 10 | Follow-up of employee leads | Report crosstab | Leads | Count the number of leads at each stage by department and person in charge |
4.2.1 Conversion Analysis from Leads to Transactions
- Subject: Clue
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads to orders, amount, etc. by process stage
- dimension: stage
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
- Total number of customers: the customers recorded as lead conversions are generated according to the unique count of creation time. Customer. Life status does not belong to inactive, in review, void.
- Number of Business Opportunities (Business Opportunity 2.0): The name of the business opportunity under Business Opportunity 2.0 is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business Opportunity Amount (Business Opportunity 2.0): Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time. The life state is not under review, it is not valid, and it is invalid.
- Number of business opportunities won (Business Opportunity 2.0): The name of the business opportunity under Business Opportunity 2.0 is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of business opportunities won (Business Opportunity 2.0): The amount of business opportunities under Business Opportunity 2.0 is summed according to the stage change time to generate. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Number of orders generated by business opportunity: the name of the business opportunity under the sales order of business opportunity 2.0 is generated by uniquely counting the order date. Business Opportunity 2.0. Life status does not belong to non-effective, under review, invalid and life status does not belong to non-effective, under review, invalid.
- Order Amount Generated by Business Opportunity: Generate the sum of the sales order amount under the sales order of Business Opportunity 2.0 according to the order date. Business Opportunity 2.0. Life status does not belong to non-effective, under review, invalid and life status does not belong to non-effective, under review, invalid.
4.2.2 Status distribution of lead sources
- Subject: Clue
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads created by source and status
- Dimensions: source, status
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
4.2.3 Lead source output analysis
- Subject: Clue
- Sorting and display: display in descending order of the amount of won business opportunities (business opportunities 2.0) (sum)
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics on the amount of winning business opportunities by source
- Dimension: Source
- Indicators:
- Amount of business opportunities won (Business Opportunity 2.0): The amount of business opportunities under Business Opportunity 2.0 is summed according to the stage change time to generate. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
4.2.4 Lead Volume Trend
- Subject: Clue
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads created by month and source
- Dimensions: Source, Date (Month)
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
4.2.5 Top 10 Leads to Business Opportunities
- Subject: Clue
- Sorting and display: display in descending order according to the number of leads transferred to business opportunities (business opportunities 2.0) (unique count), display the top 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of leads transferred to business opportunities by person in charge
- Dimension: Person in charge
- Indicators:
- The number of leads transferred to business opportunities (Business Opportunities 2.0): The source leads under Business Opportunities 2.0 are uniquely counted and generated according to the creation time. Life status does not belong to inactive, in review, void.
4.2.6 Cause analysis of invalid clues
- Subject: Clue
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of threads created for each thread’s invalid cause
- Dimension: lead invalidation reason
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
4.2.7 Lead follow-up situation top10
- Subject: Clue
- Sorting and display: display in descending order according to the number of created leads (unique count), display the top 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of threads created by each person in charge and each state
- Dimensions: responsible person, status
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
4.2.8 Conversion rate analysis
- Subject: Clue
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the conversion rate and settlement rate of each source
- Dimension: Source
- Indicators:
- The number of leads transferred to business opportunities (Business Opportunities 2.0): The source leads under Business Opportunities 2.0 are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
- The number of leads of business opportunities converted to win orders (Business Opportunities 2.0): The source leads under Business Opportunities 2.0 are uniquely counted and generated according to the creation time. The life status does not belong to inactive, reviewing, invalid and the stage status belongs to winning order.
4.2.9 Analysis of turning leads into business opportunities
- Subject: Clue
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads transferred to business opportunities from various sources, and the number of leads transferred to win-win business opportunities
- Dimension: Source
- Indicators:
- Total number of leads: the names under the sales leads are uniquely counted and generated according to the change time of the person in charge.
- The number of leads transferred to business opportunities (Business Opportunities 2.0): The source leads under Business Opportunities 2.0 are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- The number of leads of business opportunities converted to win orders (Business Opportunities 2.0): The source leads under Business Opportunities 2.0 are uniquely counted and generated according to the creation time. The life status does not belong to inactive, reviewing, invalid and the stage status belongs to winning order.
4.2.10 Follow-up of employee leads
- Object relationship: sales lead - lead follow-up process record
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads at each stage by department and person in charge
- Dimensions: the main department of the person in charge of the lead, the person in charge of the lead, the method of acquisition, the current status
- Statistics fields:
- Clues: unique count.
Five, lead conversion analysis
5.1 Entry
- Campaign Listing Page
- Data Cockpit
5.2 Version Control
- Controlled by license, need to purchase: [Marketing Integrated Application]
5.3 Overall Introduction
-
Cockpit Type: Individual
-
Phase: Pre-sales
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :-----------------------: | :--------: | :----- -----: | -----------------------------------|
| 1 | Sales lead status distribution | Histogram | Sales lead statistics | Count the total number of leads in each status |
| 2 | Lead to MQL trend | Column chart | Sales lead statistics | Statistics of leads to MQL by each person in charge |
| 3 | Cause Analysis of Invalid Leads | Pie Chart | Sales Lead Statistics | Count the number of leads for each lead invalid reason |
| 4 | Statistics of lead conversion efficiency by advertising channel | Statistical table | Marketing activities | Statistics of lead conversion and other indicators of each advertising channel |
| 5 | Statistical Lead Conversion Efficiency by Keyword | Statistical Table | Sales Lead Statistics |
| 6 | Statistical Lead Conversion Efficiency by Marketing Activities | Statistical Table | Marketing Activities | Statistics of lead conversion and other indicators of various marketing activities |
| 7 | Statistical Lead Conversion Efficiency by Source | Statistical Table | Sales Lead Statistics | Statistical Indicators of Lead Conversion from Each Source |
| 8 | Employee lead follow-up | Report crosstab | Sales lead statistics |
5.3.1 Status distribution of sales leads
- Topic: Sales Lead Statistics
- Sort and display: by total number of leads in descending order
- Global filter: Filter data by employees and dates of global filter
- Analysis scene: count the total number of leads in each state
- dimension: status
- Indicators:
- Total number of leads: the names under the sales leads are uniquely counted and generated according to the change time of the person in charge.
5.3.2 Lead to MQL trend
- Topic: Sales Lead Statistics
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads transferred to MQL by each person in charge
- Dimension: Person in charge
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval lead (MQL), sales approval lead (SQL), and business opportunity.
5.3.3 Cause analysis of invalid clues
- Topic: Sales Lead Statistics
- Global filter: Filter data by employees and dates of global filter
- Analysis scene: count the number of clues for invalid reasons of each clue
- Dimension: lead invalidation reason
- Indicators:
- Number of leads created: The names under the sales leads are uniquely counted and generated according to the creation time.
5.3.4 Statistical Lead Conversion Efficiency by Advertising Channel
- Topic: Marketing Activities
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of leads, business opportunity amount and other indicators of each advertising channel
- Dimension: Advertising Channel
- Indicators:
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- MQL-to-MQL cycle: Generate the MQL-to-MQL cycle under the sales lead by summing the creation time.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Conversion duration: The conversion cycle under the sales lead is summed according to the creation time.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
5.3.5 Statistics of Lead Conversion Efficiency by Keyword
- Topic: Sales Lead Statistics
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of leads, business opportunity amount and other indicators of each keyword
- dimension: keyword
- Indicators:
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- MQL-to-MQL cycle: Generate the MQL-to-MQL cycle under the sales lead by summing the creation time.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Conversion duration: The conversion cycle under the sales lead is summed according to the creation time.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
5.3.6 Statistics of Lead Conversion Efficiency by Marketing Activities
- Topic: Marketing Activities
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of leads, business opportunity amount and other indicators of each market activity
- Dimension: Campaign Name
- Indicators:
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- MQL-to-MQL cycle: Generate the MQL-to-MQL cycle under the sales lead by summing the creation time.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Conversion duration: The conversion cycle under the sales lead is summed according to the creation time.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
5.3.7 Statistical Lead Conversion Efficiency by Source
- Topic: Sales Lead Statistics
- Global filter: Filter data by employees and dates of global filter
- Analyzing scenarios: count indicators such as lead conversion from various sources
- Dimension: Source
- Indicators:
- Number of Leads: The names under the sales leads are uniquely counted and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Marked as MQL number: generate the unique count of the name under the sales lead according to the creation time. The clue stage belongs to market approval clue (MQL), sales approval clue (SQL), transfer to business opportunity and life state does not belong to inactive, under review, and invalid.
- MQL-to-MQL cycle: Generate the MQL-to-MQL cycle under the sales lead by summing the creation time.
- The number of conversion leads: the names under the sales leads are generated according to the unique count of the conversion time. The state belongs to transition and the life state does not belong to inactive. It is under review and invalid.
- Conversion duration: The conversion cycle under the sales lead is summed according to the creation time.
- Number of business opportunities: the name of the business opportunity 2.0 of the sales lead is generated according to the unique count of the creation time. Life status does not belong to inactive, under review, void.
- Business opportunity amount: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the creation time. Life status does not belong to inactive, under review, void.
- Number of business opportunities won: the name of the business opportunity 2.0 of the sales lead is uniquely counted and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Amount of won business opportunities: The amount of business opportunities under the business opportunity 2.0 of sales leads is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
5.3.8 Employee lead follow-up
- Object: sales lead statistics
- Global filter: Filter data by employees and dates of global filter
- Analysis scene: count the number of leads in different states of each person in charge
- Dimensions: the main department of the person in charge of the lead, the person in charge of the lead, the method of acquisition, the current status
- Statistics fields:
- Clues: unique count.
6. Sales Management Cockpit
6.1 Entry
- Data Cockpit
6.2 Overall Introduction
- Cockpit Type: Enterprise
- Stage: On sale
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
|---|---|---|---|---|
| 1 | This month's sales elite list | Histogram | Employee statistics | Statistics of the order amount of each employee, sorted in descending order |
| 2 | This month's follow-up leaderboard | Histogram | Employee statistics | Count the number of follow-up dynamics of each employee, sorted in descending order |
| 3 | Regional distribution map of completed customers | Map (thermal power) | Customer statistics | Statistics of the total number of customers in each province |
| 4 | Source distribution of new customers in this quarter | Pie chart | Customer statistics | Statistics of the total number of customers from each source |
| 5 | The number of new leads in the last six months | Line chart | Employee statistics | Statistics of leads and converted leads by date (month) |
| 6 | The trend of the paid amount in the past six months | Line chart | Employee statistics | Statistics of the paid amount by date (month) |
6.2.1 This month's sales elite list
- Topic: Employee Statistics
- Sort and display: display in descending order by order amount (sum)
- Global filter: no global filter is set
- Analysis scenario: count the order amount of each employee, sort in descending order
- Dimension: Employee Name
- Indicators:
- Order amount: The amount of the sales order under the sales order is aggregated and generated by the person in charge according to the summation and statistics method of the order date. Life status does not belong to inactive, under review, void.
6.2.2 This month's follow-up leaderboard
- Topic: Employee Statistics
- Sorting and display: display in descending order of follow-up dynamics (sum)
- Global filter: no global filter is set
- Analysis scenario: count the number of follow-up dynamics of each employee, and sort them in descending order
- Dimension: Employee Name
- Indicators:
- Number of follow-up news: The information ID under the follow-up news will be aggregated and generated by the creator according to the unique counting method of creation time.
6.2.3 Regional distribution map of customers who have completed transactions
- Topic: Employee Statistics
- Global filter: no global filter is set
- Analysis scenario: count the total number of customers in each province
- Dimension: Province
- Indicators:
- Total number of customers: the name of the customer under the customer is uniquely counted and generated according to the change time of the person in charge.
6.2.4 Source distribution of new customers in this quarter
- Topic: Employee Statistics
- Sort and display: Display by total number of customers (unique count) in descending order
- Global filter: no global filter is set
- Analysis scenario: count the total number of customers from each source
- Dimension: Source
- Indicators:
- Total number of customers: the name of the customer under the customer is uniquely counted and generated according to the change time of the person in charge.
6.2.5 The number of new leads in the past six months
- Topic: Employee Statistics
- Global filter: no global filter is set
- Analysis scenario: count leads and converted leads by date (month)
- Dimension: date(month)
- Indicators:
- Number of leads: The names under the sales leads are aggregated and generated by the person in charge according to the unique counting and statistics method of the change time of the person in charge. Life status does not belong to inactive, under review, void.
- The number of converted leads: the names under the sales leads are aggregated and generated by the person in charge according to the unique counting method of the conversion time. Life state does not belong to inactive, is under review, invalid and the state belongs to converted.
6.2.6 Trend of Receipt Amount in the Past Six Months
- Topic: Employee Statistics
- Sort and display: display in ascending order by date (month)
- Global filter: no global filter is set
- Analysis scenario: Statistics of the amount of money collected by date (month)
- Dimension: date(month)
- Indicators:
- Receipt Amount: The amount used under the repayment details is aggregated and generated by the person in charge of the repayment details according to the sum of the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
7. Order insight
7.1 Entry
- Data Cockpit
7.2 Overall Introduction
- Cockpit Type: Individual
- Stage: On sale
| Serial Number | Card Name | Card Type | Preset Theme | Scene Analysis |
| :--: | :------------------: | :----------: | :--------- -: | ------------------------------------------- |
| 1 | Order Amount Briefing | KPI Card | Sales Order Statistics |
| 2 | Order Amount Ranking top10 | Bar Chart | Sales Order Statistics | Statistics of Sales Order Amount by Person in Charge |
| 3 | Regional Distribution of Orders | Map (Heat Power) | Customer Statistics | Statistics of Order Amount in Each Province |
| 4 | Industry Distribution of Customer Order Amount | Pie Chart | Customer Statistics | Statistical Level 1 Industry Order Amount |
| 5 | Completion of the order amount target | Column chart | Employee statistics | Statistics on the target value and completion value of the sales revenue of the person in charge by month |
| 6 | Order payment status (by month) | Column chart | Sales order statistics | Monthly sales order amount and payment amount |
| 7 | Order Distribution of Customers at Each Level | Stacked Column Chart | Customer Statistics | Statistics of the Order Amount of Each Customer Level in Each Month |
| 8 | Order pending payment | Column chart | Sales order statistics | |
7.2.1 Order Amount Briefing
- Topic: Sales Order Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: no global filter is set
- Analysis scenario: statistics of sales order amount, payment amount, and pending payment amount
- Dimensions: None
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
- Refund amount: the amount of repayment under the sales order is summed according to the order date to generate.
- Amount to be paid back: The amount to be paid under the sales order is summed according to the order date to generate.
7.2.2 Order Amount Top 10
- Topic: Sales Order Statistics
- Sort and display: display in descending order by sales order amount
- Global filter: no global filter is set
- Analysis scenario: Statistics of sales order amount by person in charge
- Dimension: Person in charge
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
7.2.3 Regional distribution of orders
- Topic: Customer Statistics
- Sorting and display: no sorting
- Global filter: no global filter is set
- Analysis scenario: count the order amount of each province
- Dimension: Province
- Indicators:
- Order Amount: Generate the sum of the sales order amount under the sales order according to the order date. Life status does not belong to inactive, under review, void.
7.2.4 Industry Distribution of Customer Order Amount
- Topic: Customer Statistics
- Sorting and display: no sorting
- Global filter: no global filter is set
- Analysis scenario: Statistics of the order amount of level 1 industry
- Dimension: Level 1 industry
- Indicators:
- Order Amount: Generate the sum of the sales order amount under the sales order according to the order date. Life status does not belong to inactive, under review, void.
7.2.5 Completion of order amount target
- Topic: Employee Statistics
- Sorting and display: no sorting
- Global filter: no global filter is set
- Analysis scenario: monthly statistics of the target value and completion value of the sales revenue of the person in charge
- Dimension: date(month)
- Target rules:
- Sales revenue target (return target): generate the sum of repayment details and usage amount according to the sum of repayment (return number) and repayment date. Receipt number. Status belongs to Receipt.
7.2.6 Order pending payment (on a monthly basis)
- Topic: Sales Order Statistics
- Sorting and display: no sorting
- Global filter: no global filter is set
- Analysis scenario: monthly statistics of sales order amount and payment amount
- Dimension: date(month)
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
- Amount to be paid back: The amount to be paid under the sales order is summed according to the order date to generate.
7.2.7 Distribution of customer orders at different levels
- Topic: Customer Statistics
- Sorting and display: no sorting
- Global filter: no global filter is set
- Analysis scenario: Statistics of the order amount of each customer level in each month
- Dimensions: date (month), customer level
- Indicators:
- Order Amount: Generate the sum of the sales order amount under the sales order according to the order date. Life status does not belong to inactive, under review, void.
7.2.8 Order pending payment
- Topic: Sales Order Statistics
- Sorting and display: no sorting
- Global filter: no global filter is set
- Analysis scenario: Statistics of the sales order amount and the amount to be paid of each responsible person's main department
- Dimension: the department in charge of the person in charge
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
- Amount to be paid back: The amount to be paid under the sales order is summed according to the order date to generate.
8. Payback insight
8.1 Entry
- Data Cockpit
8.2 Overall Introduction
- Cockpit Type: Individual
- Stage: On sale
| Serial Number | Card Name | Card Type | Preset Theme | Scene Analysis |
| :--: | :-------------: | :----------: | :------: | --- ----------------------------------------- |
| 1 | Money collection briefing | KPI card | Employee statistics |
| 2 | Completion of payment collection target | Column chart | Employee statistics | Monthly statistics of the target value and completion value of sales revenue of the person in charge |
| 3 | Receipt Area Distribution | Map (Heat Power) | Customer Statistics | Receipt Amount by Province |
| 4 | Receipt Ranking top10 | Column Chart | Employee Statistics | Statistics of the repayment amount of each employee |
| 5 | Receipts from customers at all levels | Stacked column chart | Customer statistics | Monthly statistics on the repayment amount of customers at all levels |
| 6 | Receipts of customers in various industries | Pie chart | Customer statistics |
| 7 | Receipt situation | Column chart | Employee statistics | Statistics of the repayment amount of the main department |
8.2.1 Refund Briefing
- Topic: Employee Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: counting the amount of money back, and the amount of money back under review
- Dimensions: None
- Indicators:
- Repayment amount: the used amount under the repayment is aggregated and generated by the person in charge according to the summation and statistics method of the repayment date. The status does not belong to inactive, in review, invalid.
- Receipt amount under review: The used amount under the repayment is aggregated and generated by the person in charge according to the summation and statistics of the repayment date. The status is under review.
8.2.2 Completion of payment target
- Topic: Employee Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: monthly statistics of the target value and completion value of the sales revenue of the person in charge
- Dimension: date(month)
- Target rules:
- Sales revenue target (return target): generate the sum of repayment details and usage amount according to the sum of repayment (return number) and repayment date. Receipt number. Status belongs to Receipt.
8.2.3 Regional distribution of payment collection
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of the amount of money collected by province
- Dimension: Province
- Indicators:
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
8.2.4 Receipt Top 10
- Topic: Employee Statistics
- Sorting and display: display in descending order of repayment amount (sum)
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the amount of repayment of each employee
- Dimension: Employee Name
- Indicators:
- Refunded amount: The used amount under the repayment is aggregated and generated by the person in charge according to the summation and statistical method of the repayment date. The status does not belong to inactive, in review, invalid.
8.2.5 Receipts from customers at all levels
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: monthly statistics on the amount of money returned by customers of all levels
- Dimensions: customer statistics, customer level
- Indicators:
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status does not belong to inactive, in review, invalid.
8.2.6 Receipts from customers in various industries
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the amount of repayment in Level 1 industries
- Dimension: Level 1 industry
- Indicators:
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status does not belong to inactive, in review, invalid.
8.2.7 Payment situation
- Topic: Employee Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the returned amount of the main department
- Dimension: main department
- Indicators:
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status does not belong to inactive, in review, invalid.
- Receipt amount under review: The amount used under the repayment details is aggregated and generated according to the person in charge of the repayment details according to the method of summing the repayment number and repayment date. The status of the payment details is under review.
Nine, customer insight
9.1 Entry
- Data Cockpit
9.2 Overall Introduction
- Cockpit Type: Individual
- Stage: On sale
| Serial Number | Card Name | Card Type | Preset Chart | Analysis Scenario |
| :--: | :-------------------------: | :----------: | :- -----: | -------------------------------------------- ----------------- |
| 1 | Newly created, estimated, and completed customers | KPI card | Customer statistics | Statistics on the number of created customers, the number of customers with business opportunities, and the number of customers with winning business opportunities |
| 2 | Number of new customers | Stacked column chart | Customer statistics | Statistics on the number of customers according to the change time of the person in charge (month) and customer level |
| 3 | Regional Distribution of Customers | Map (Heat Power) | Customer Statistics | Statistical Number of Customers in Each Province |
| 4 | Top10 list of newly added customers | Column chart | Customer statistics | Statistics of the number of customers of each person in charge |
| 5 | Customer Business Opportunities | Bar Chart | Customer Statistics | Monthly Statistics of Customers with Business Opportunities and Customers with Winning Business Opportunities |
| 6 | Customer follow-up | Line chart | Customer statistics | Monthly follow-up dynamics |
| 7 | Transactions of customers at all levels | Column chart | Customer statistics | Statistics of the business opportunity amount, winning business opportunity amount, order amount, and paid amount of customers at each customer level |
| 8 | Distribution of Customers at Each Level | Pie Chart | Customer Statistics | Statistics of Customers According to Each Customer Level |
| 9 | Industry Distribution of Customer Order Amount | Pie Chart | Customer Statistics | Statistics of Order Amount by Level 1 Industry |
9.2.1 Newly created, estimated and completed customers
- Topic: Customer Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of customers created, the number of customers with business opportunities, and the number of customers with business opportunities to win orders
- Dimensions: None
- Indicators:
- Number of created customers: Generate the unique count of the customer name under the customer according to the creation time.
- Number of customers with business opportunities (expected transaction date): Generate the unique count of the customer names under Business Opportunities 2.0 based on the settlement date.
- Number of customers with winning business opportunities (estimated closing date): The customer names under Business Opportunity 2.0 are uniquely counted and generated based on the settlement date. The stage status belongs to the winning order and the life status does not belong to the inactive status, which is under review and invalid.
9.2.2 Number of new customers
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of customers according to the change time of the person in charge (month) and customer level
- Dimensions: change time of person in charge (month), customer level
- Indicators:
- Total number of customers: the name of the customer under the customer is uniquely counted and generated according to the change time of the person in charge.
9.2.3 Regional Distribution of Customers
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: counting the number of customers in each province
- Dimension: Province
- Indicators:
- Number of created customers: Generate the unique count of the customer name under the customer according to the creation time.
9.2.4 Top 10 list of newly added customers
- Topic: Customer Statistics
- Sort and display: Display in descending order of number of created customers (unique count)
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of customers of each person in charge
- Dimension: Person in charge
- Indicators:
- Number of created customers: Generate the unique count of the customer name under the customer according to the creation time.
9.2.5 Customer business opportunities
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of customers with business opportunities and the number of customers with winning business opportunities on a monthly basis
- Dimension: date(month)
- Indicators:
- Number of customers with business opportunities (expected transaction date): Generate the unique count of the customer names under Business Opportunities 2.0 based on the settlement date.
- Number of customers with winning business opportunities (estimated closing date): The customer names under Business Opportunity 2.0 are uniquely counted and generated based on the settlement date. The stage status belongs to the winning order and the life status does not belong to the inactive status, which is under review and invalid.
9.2.6 Customer follow-up
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: follow up dynamic data by month
- Dimension: creation time (months)
- Indicators:
- Number of follow-up news: The information ID under the follow-up news will be generated according to the unique count of the creation time.
9.2.7 Transactions of customers at all levels
- Topic: Customer Statistics
- Sort and display: display by customer level descending
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the amount of business opportunities, winning business opportunities, order amounts, and paid-back amounts of customers at each customer level
- Dimension: Customer Level
- Indicators:
- Business Opportunity 2.0 Amount (excluding lost orders): The amount of business opportunities under Business Opportunity 2.0 is summed according to the statement date to generate. The life state does not belong to inactive, reviewing, invalid and the stage state belongs to in progress, win order.
- Amount of won business opportunities (Business Opportunity 2.0): The amount of business opportunities under Business Opportunity 2.0 is summed and generated according to the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Order Amount: Generate the sum of the sales order amount under the sales order according to the order date. Life status does not belong to inactive, under review, void.
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
9.2.8 Distribution of the number of customers at each level
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of customers according to each customer level
- Dimension: Customer Level
- Indicators:
- Number of created customers: Generate the unique count of the customer name under the customer according to the creation time.
9.2.9 Industry Distribution of Customer Order Amount
- Topic: Customer Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of order amount according to level 1 industry
- Dimension: Level 1 industry
- Indicators:
- Order Amount: Generate the sum of the sales order amount under the sales order according to the order date. Life status does not belong to inactive, under review, void.
10. Insights into new business opportunities
10.1 Entry
- Data Cockpit
10.2 Overall Introduction
- Cockpit Type: Individual
- Stage: On sale
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :---------------------: | :------: | :------: | -- --------------------------------------------------- |
| 1 | New Business Opportunity | KPI Card | Business Opportunity Statistics |
| 2 | Business Opportunities with Phase Change | KPI Card | Business Opportunity Statistics |
| 3 | Sales funnel (business opportunity amount) | Funnel diagram | Business opportunity statistics | Statistics of business opportunity amount at each stage of business opportunity |
| 4 | Transformation Analysis of Business Opportunity Stages |
| 5 | Top 10 Amount of Key Business Opportunities | Bar Chart | Business Opportunity Statistics |
| 6 | Business Opportunity Trends | Dual Axis Chart | Business Opportunity Statistics | Monthly statistics on the amount of business opportunities won, the amount of business opportunities, the number of business opportunities, and the number of won business opportunities |
| 7 | Statistics of winning order cycle | Line chart |
| 8 | Top 10 list of winning business opportunities | Column chart | Business opportunity statistics | Statistics of business opportunity amounts by person in charge |
| 9 | Reason Analysis of Order Loss | Pie Chart | Business Opportunity Statistics |
10.2.1 New Business Opportunities
- Topic: Business Opportunity Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the total number of business opportunities and the amount of business opportunities
- Dimensions: None
- Indicators:
- Total number of business opportunities: The name of business opportunities under Business Opportunity 2.0 is generated by unique counting of creation time.
- Business opportunity amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time.
10.2.2 Business Opportunities for Stage Changes
- Topic: Business Opportunity Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the total number of business opportunities and the amount of business opportunities
- Dimensions: None
- Indicators:
- Total number of business opportunities: The name of business opportunities under Business Opportunity 2.0 is generated by unique counting of creation time.
- Business opportunity amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time.
10.2.3 Sales Funnel (Opportunity Amount)
- Topic: Business Opportunity Statistics
- Sort and Display: Display in ascending order by opportunity stage
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the amount of business opportunities in each business opportunity stage
- Dimension: Opportunity Stage
- Indicators:
- Business opportunity amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time.
10.2.4 Conversion Analysis of Business Opportunity Stage
Please see:
10.2.5 Top 10 key business opportunities
- Topic: Business Opportunity Statistics
- Sorting and display: display in descending order of business opportunity amount (according to estimated transaction date), and display the top 10 pieces of data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the amount of business opportunities of each business opportunity
- Dimension: Opportunity Name
- Indicators:
- Business opportunity amount (according to the estimated transaction date): the sum of the business opportunity amount under Business Opportunity 2.0 is generated by the settlement date.
10.2.6 Business Opportunity Trend
- Topic: Business Opportunity Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: monthly statistics of the amount of business opportunities won, the amount of business opportunities, the number of business opportunities, and the number of business opportunities won
- Dimension: date(month)
- Indicators:
- Amount of winning business opportunities: the sum of the amount of business opportunities under Business Opportunity 2.0 is generated according to the stage change time. The stage status belongs to the winning order.
- Business opportunity amount (according to the estimated transaction date): the sum of the business opportunity amount under Business Opportunity 2.0 is generated by the settlement date.
- Number of business opportunities (according to the expected transaction date): the name of the business opportunity under Business Opportunity 2.0 is generated by uniquely counting the settlement date.
- Number of business opportunities won: the name of the business opportunity under Business Opportunity 2.0 is uniquely counted and generated according to the stage change time. The stage status belongs to the winning order.
10.2.7 Win cycle statistics
- Topic: Business Opportunity Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the average statement cycle according to the main department of the person in charge
- Dimension: the department in charge of the person in charge
- Indicators:
- Statement cycle: the statement cycle under Business Opportunity 2.0 is generated by summing the creation time.
- Total number of business opportunities: The name of business opportunities under Business Opportunity 2.0 is generated by unique counting of creation time.
10.2.8 Top 10 list of winning business opportunities
- Topic: Business Opportunity Statistics
- Sorting and display: display in descending order of business opportunity amount (sum), display the top 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of the amount of business opportunities by person in charge
- Dimension: Person in charge
- Indicators:
- Business opportunity amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time.
10.2.9 Reason Analysis of Losing Orders
- Topic: Business Opportunity Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the amount of business opportunities for each cause of loss
- Dimension: Reason for loss
- Indicators:
- Business opportunity amount (according to the estimated transaction date): the sum of the business opportunity amount under Business Opportunity 2.0 is generated by the settlement date.
Eleven, channel order management report
11.1 Entry
- Data Cockpit
11.2 Overall Introduction
-
Cockpit Type: Individual
-
Stage: On sale
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :-------------------------------: | :----: | : ----------: | -------------------------------------- ------ |
| 1 | Channel order briefing | KPI card | Sales order statistics |
| 2 | Channel order delivery statistics table (default last 6 months) | Column chart | Sales order statistics | Monthly sales order amount |
| 3 | Channel order payment collection analysis (default nearly 6 months) | Column chart | Sales order statistics | Monthly statistics of sales order amount, paid amount, and pending payment amount |
| 4 | Top 10 Sales of Products Ordered by Channel | Column Chart | Product Statistics | Statistics of Sales Amount by Product Name |
| 5 | Top 10 Customer Order Amount Ranking | Bar Chart | Customer Statistics | Statistics of Order Amount by Customer Name |
| 6 | Channel Order Fluctuation Analysis | Dual-Axis Chart | Sales Order Statistics | Weekly Sales Order Amount, Total Orders |
11.2.1 Channel Ordering Briefing
- Topic: Sales Order Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of sales order amount, paid back amount, paid back amount, etc.
- Dimensions: None
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
- Receipts: Generate the repayment detail number under the repayment details according to the unique count of repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
- Return Amount: Generate the return amount (yuan) under the return form by summing the return date. Life status does not belong to inactive, under review, void.
- Number of return orders: The return order number under the return order is generated by uniquely counting the return date. Life status does not belong to inactive, under review, void.
11.2.2 Channel order delivery statistics table (default nearly 6 months)
- Topic: Sales Order Statistics
- Sort and display: no
- Global Filtering: filter data by globally filtered employees, and date filter data by the date range of the chart itself
- Analysis scenario: monthly statistics of sales order amount
- Dimension: date(month)
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
11.2.3 Channel order payment collection analysis (default nearly 6 months)
- Topic: Sales Order Statistics
- Sort and display: no
- Global Filtering: filter data by globally filtered employees, and date filter data by the date range of the chart itself
- Analysis scenario: monthly statistics of the sales order amount, the amount that has been collected, and the amount to be collected
- Dimension: date(month)
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
- Refunded amount: Generate the sum of the used amount under the repayment details by the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
- Amount to be paid back: The amount to be paid under the sales order is summed according to the order date to generate.
11.2.4 Sales of Top 10 Ordered Products by Channel
- Topic: Product Statistics
- Sorting and display: display in descending order of sales amount (sum), display the first 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of sales amount by product name
- Dimension: Product Name
- Indicators:
- Sales Amount: The subtotal of the ordered product is generated by summing the sales order number and order date. Order. Life status does not belong to inactive, in review, void.
11.2.5 Top 10 Customer Order Amount Ranking
- Topic: Customer Statistics
- Sorting and display: display in descending order of order amount (sum), display the first 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count order amount by customer name
- Dimension: Customer Name
- Indicators:
- Order Amount: Generate the sum of the sales order amount under the sales order according to the order date. Life status does not belong to inactive, under review, void.
11.2.6 Analysis of Channel Order Fluctuation
- Topic: Sales Order Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of sales order amount and total number of orders by week
- Dimension: date(week)
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
- Total number of orders: Generate the sales order number under the sales order according to the unique count of the order date.
12. The default large screen of Service Link
12.1 Entry
- Data Cockpit
12.2 Version Control
- You need to have a service license and re-open the marketing channel
12.3 Overall Introduction
- Cockpit Type: Individual
- Phase: After Sales
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :------------------: | :----------: | :--------- -: | ----------------------------------------------- --- |
| 1 | Data overview | KPI card | Work order statistics | Statistics of work order quantity and work order cost indicators |
| 2 | Work Order Expense Trend Statistics | Dual Axis Chart | Work Order Statistics | Statistics of Work Order Expenses by Creation Time and the MoM Growth Rate of Work Order Expenses |
| 3 | Work Order Map | Map (Heat Power) | Work Order Statistics | Total Work Order Statistics by City |
| 4 | Engineer Top 10 Ranking List | Column Chart | Work Order Statistics | Statistics of Completed Work Orders by Service Engineer |
| 5 | Work order type analysis | Pie chart | Work order statistics | Total work order statistics by business type |
| 6 | Service Evaluation Statistics | Pie Chart | Service Evaluation Statistics | Total Number of Work Orders by Business Type |
12.3.1 Data overview
- Topic: Ticket Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of work orders and the indicators of work order expenses
- Dimensions: None
- Indicators:
- Total number of work orders: Encode the work orders under the work order and generate a unique count based on the creation time.
- Work order to be assigned: Code the work order under the work order, and generate a unique count based on the creation time. The assignment status is Pending Assignment.
- Work order in progress: Encode the work order under the work order and generate a unique count based on the creation time. The ticket process status is In Progress.
- Completed work orders: Encode the work orders under the work order and generate a unique count based on the creation time. The ticket process status is Completed.
- Abnormal work order: code the work order under the work order, and generate a unique count based on the creation time. The ticket process status is abnormal.
- Total cost of the work order: the amount under the expense details is summed according to the creation time to generate.
- Settled work order expenses: the amount under the expense details is summed according to the creation time to generate. Settlement status is Settled.
- Work order expense in settlement: The amount under the expense details is summed according to the creation time to generate. Settlement status belongs to Settlement.
- Unsettled work order expenses: the amount under the expense details is summed according to the creation time to generate. Billing status is Unsettled.
12.3.2 Work order expense trend statistics
- Topic: Ticket Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of total work order expenses and the quarter-on-quarter growth rate of work order expenses by creation time
- Dimension: creation time
- Indicators:
- Total cost of the work order: the amount under the expense details is summed according to the creation time to generate.
12.3.3 Work order map
- Topic: Ticket Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the total number of work orders by city
- Dimension: City
- Indicators:
- Total number of work orders: Encode the work orders under the work order and generate a unique count based on the creation time.
12.3.4 Engineer Top 10 Leaderboard
- Topic: Ticket Statistics
- Sorting and display: display in descending order of completed work orders (unique count), display the top 10 data.
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: statistics of completed work orders by service engineer
- Dimension: Service Engineer
- Indicators:
- Completed work orders: Encode the work orders under the work order and generate a unique count based on the creation time. The ticket process status is Completed.
12.3.5 Work Order Type Analysis
- Topic: Ticket Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the total number of work orders by business type
- Dimension: business type
- Indicators:
- Total number of work orders: Encode the work orders under the work order and generate a unique count based on the creation time.
12.3.6 Service Evaluation Statistics
- Topic: Service Review Statistics
- Sorting and display: display in descending order of the total score of the evaluation
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of service evaluation numbers according to the total evaluation score
- Dimension: total rating score
- Indicators:
- Service evaluation number: The service evaluation number under the service evaluation is generated according to the unique count of the creation time.
Thirteen, personnel goal completion
13.1 Entry
- Data Cockpit
- Goal completion
13.2 Overall Introduction
- Cockpit Type: Individual
- Milestones
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :-------------: | :------: | :----------: | --- -------------------------------------------------- ------- |
| 1 | Target Completion Rate | Dashboard | Target Analysis Statistics | Statistical sales revenue collection target value, completion value, completion rate |
| 2 | Ranking of employee target completion rate | Column chart | Target analysis and statistics | Statistics of the completion rate of each person's sales revenue collection |
| 3 | Monthly Sales Situation | Bar Chart | Employee Statistics | Statistics of the target value, completion value, business opportunity amount, winning business opportunity amount, order amount, and paid amount of monthly sales revenue collection |
| 4 | Target completion of each department | Dual-axis chart | Target analysis and statistics | Statistics of the target value and completion value of the sales revenue collection of each main department |
| 5 | Sales of each department | Column chart | Employee statistics | Statistical sales revenue collection target value, completion value, business opportunity amount, winning business opportunity amount, order amount, and paid amount by main department |
| 6 | Monthly Target Completion | Dual-Axis Chart | Target Analysis Statistics | Statistical Monthly Sales Revenue Collection Target Value and Completion Value |
13.2.1 Goal Completion Rate
- Topic: Goal Analysis Statistics
- Sorting and display: Dashboard does not support sorting
- Global filter: filter data according to the employee and date of the global filter, target rule: sales revenue target
- Analysis scenario: Statistics of the target value, completion value, and completion rate of sales revenue collection
- Dimensions: None
- Target rules:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
13.2.2 Ranking of employee goal completion rate
- Topic: Goal Analysis Statistics
- Sort and display: display in descending order by completion rate (calculated indicator)
- Global filter: filter data according to the employee and date of the global filter, target rule: sales revenue target
- Analysis scenario: Statistics on the completion rate of each person's sales revenue collection
- Dimension: Person in charge
- Target rules:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
13.2.3 Sales by Month
- Topic: Employee Statistics
- Sort and display: no
- Global filter: filter data according to the employee and date of the global filter, target rule: sales revenue target
- Analysis scenario: Statistics of the target value, completion value, and amount of business opportunities, winning business opportunities, order amounts, and paid-back amounts of monthly sales revenue collection
- Dimension: date(month)
- Target rules and indicators:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
- Business Opportunity 2.0 Amount (excluding lost orders): The amount of business opportunities under Business Opportunity 2.0 is aggregated and generated by the person in charge according to the summation and statistics method of the statement date. The life state does not belong to inactive, reviewing, invalid and the stage state belongs to in progress, win order.
- Amount of won business opportunities (Business Opportunity 2.0): The amount of business opportunities under Business Opportunity 2.0 is aggregated and generated by the person in charge according to the summation and statistics method of the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Order amount: The amount of the sales order under the sales order is aggregated and generated by the person in charge according to the summation and statistics method of the order date. Life status does not belong to inactive, under review, void.
- Receipt Amount: The amount used under the repayment details is aggregated and generated by the person in charge of the repayment details according to the sum of the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
13.2.4 Completion of the goals of each department
- Topic: Goal Analysis Statistics
- Sort and display: no
- Global filter: filter data according to the employee and date of the global filter, target rule: sales revenue target
- Analysis scenario: Statistics of the target value and completion value of the sales revenue collection of each main department
- Dimension: main department
- Target rules:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
13.2.5 Sales by department
- Topic: Employee Statistics
- Sort and display: no
- Global filter: filter data according to the employee and date of the global filter, target rule: sales revenue target
- Analysis scenario: Statistics of sales revenue collection target value, completion value, business opportunity amount, winning business opportunity amount, order amount, and repayment amount according to the main department
- Dimension: main department
- Target rules and indicators:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
- Business Opportunity 2.0 Amount (excluding lost orders): The amount of business opportunities under Business Opportunity 2.0 is aggregated and generated by the person in charge according to the summation and statistics method of the statement date. The life state does not belong to inactive, reviewing, invalid and the stage state belongs to in progress, win order.
- Amount of won business opportunities (Business Opportunity 2.0): The amount of business opportunities under Business Opportunity 2.0 is aggregated and generated by the person in charge according to the summation and statistics method of the stage change time. The life state does not belong to inactive, under review, invalid and the stage state belongs to winning order.
- Order amount: The amount of the sales order under the sales order is aggregated and generated by the person in charge according to the summation and statistics method of the order date. Life status does not belong to inactive, under review, void.
- Receipt Amount: The amount used under the repayment details is aggregated and generated by the person in charge of the repayment details according to the sum of the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
13.2.6 Monthly goal completion
- Topic: Goal Analysis Statistics
- Sort and display: no
- Global filter: filter data according to the employee and date of the global filter, target rule: sales revenue target
- Analysis scenario: Statistics of the target value and completion value of monthly sales revenue collection
- Dimension: date(month)
- Target rules:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
Fourteen, the completion of customer goals
14.1 Entry
- Data Cockpit
- Goal completion
14.2 Overall Introduction
- Cockpit Type: Individual
- Milestones
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :--------------------: | :----------: | :----- -: | ----------------------------------------------- ------------- |
| 1 | Target Completion | Dashboard | Customer Statistics | Statistical customer sales target value, completion value, completion rate |
| 2 | Ranking of customer goal completion rate | Column chart | Customer statistics | Statistics of customer sales completion rate by customer name |
| 3 | Completion of customer goals at each level | Dual-axis chart | Customer statistics | Statistical customer sales target value, completion value and completion rate by customer level |
| 4 | The growth trend of the target completion rate of each customer | Stacked line chart | Customer statistics | Statistics on the completion rate of customer sales by month and customer name |
| 5 | Completion of customer goals by month | Statistical chart crosstab | Customer statistics | Statistics of customer sales completion value, target value, uncompleted value, completion rate by month and customer name |
14.2.1 Goal Completion
- Topic: Customer Statistics
- Sorting and display: Dashboard does not support sorting
- Global filter: filter data according to the employees and dates of the global filter, target rules: assess customer sales
- Analysis scenarios: statistics of customer sales target value, completion value, completion rate
- Dimensions: None
- Target rules:
- Assess customer sales: sum the sales order amount of the sales order by the order date of the sales order. The life status of the sales order does not belong to ineffective, void, and reviewing.
14.2.2 Customer target completion rate ranking
- Topic: Customer Statistics
- Sorting and display: display in descending order of completion rate (calculation indicator), display the top 10
- Global filter: filter data according to the employees and dates of the global filter, target rules: assess customer sales
- Analysis scenario: Statistics on the completion rate of customer sales by customer name
- Dimension: Customer Name
- Target rules:
- Assess customer sales: sum the sales order amount of the sales order by the order date of the sales order. The life status of the sales order does not belong to ineffective, void, and reviewing.
14.2.3 Completion of customer goals at all levels
- Topic: Customer Statistics
- Sort and display: no
- Global filter: filter data according to the employees and dates of the global filter, target rules: assess customer sales
- Analysis scenario: Statistics of customer sales target value, completion value, and completion rate by customer level
- Dimension: Customer Level
- Target rules:
- Assess customer sales: sum the sales order amount of the sales order by the order date of the sales order. The life status of the sales order does not belong to ineffective, void, and reviewing.
14.2.4 Growth Trend of Target Completion Rate of Each Client
- Topic: Customer Statistics
- Sort and display: no
- Global filter: filter data according to the employees and dates of the global filter, target rules: assess customer sales
- Analysis scenario: statistics of customer sales completion rate by month and customer name
- Dimensions: Date (Month), Customer Name
- Target rules:
- Assess customer sales: sum the sales order amount of the sales order by the order date of the sales order. The life status of the sales order does not belong to ineffective, void, and reviewing.
14.2.5 Completion of customer goals by month
- Topic: Customer Statistics
- Sort and display: no
- Global filter: filter data according to the employees and dates of the global filter, target rules: assess customer sales
- Analysis scenario: Statistics of customer sales completion value, target value, uncompleted value, completion rate by month and customer name
- Dimensions: Date (Month), Customer Name
- Target rules:
- Assess customer sales: sum the sales order amount of the sales order by the order date of the sales order. The life status of the sales order does not belong to ineffective, void, and reviewing.
Fifteen, the completion of product goals
15.1 Entry
- Data Cockpit
- Goal completion
15.2 Overall Introduction
- Cockpit Type: Individual
- Milestones
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :-------------------: | :-------: | :------: | - -------------------------------------------------- --------- |
| 1 | Target completion rate | Dashboard | Product statistics | Statistical product sales target value, completion value, completion rate |
| 2 | Product Target Completion Rate Ranking | Bar Chart | Product Statistics | Statistics of Customer Sales Completion Rate by Product Name |
| 3 | Completion rate growth trend of each product | Stacked line chart | Product statistics | Completion rate statistics of product sales by month and product name |
| 4 | Completion of each classification target | Dual-axis graph | Product statistics | Statistical product sales target value, completion value and completion rate by product classification |
| 5 | Completion of each product target by month | Crosstab | Product statistics | Statistics of customer sales completion value, target value, uncompleted value, completion rate by month and product name |
15.2.1 Goal Completion
- Topic: Product Statistics
- Sorting and display: Dashboard does not support sorting
- Global screening: filter data according to the employees and dates of the global screening, target rules: assess product sales
- Analysis scenario: Statistical product sales target value, completion value, completion rate
- Dimensions: None
- Target rules:
- Assess product sales: sum the subtotals of the ordered products according to the order date of the sales order (order). The life status of the sales order does not belong to ineffective, void, and reviewing.
15.2.2 Product Target Completion Rate Ranking
- Topic: Product Statistics
- Sorting and display: display in descending order of completion rate (calculation indicator), display the top 10
- Global screening: filter data according to the employees and dates of the global screening, target rules: assess product sales
- Analysis scenario: Statistics on the completion rate of customer sales by product name
- Dimension: Product Name
- Target rules:
- Assess product sales: sum the subtotals of the ordered products according to the order date of the sales order (order). The life status of the sales order does not belong to ineffective, void, and reviewing.
15.2.3 Growth Trend of Completion Rate of Each Product
- Topic: Product Statistics
- Sort and display: no
- Global screening: filter data according to the employees and dates of the global screening, target rules: assess product sales
- Analysis scenario: Completion rate of product sales statistics by month and product name
- Dimensions: date (month), product name
- Target rules:
- Assess product sales: sum the subtotals of the ordered products according to the order date of the sales order (order). The life status of the sales order does not belong to ineffective, void, and reviewing.
15.2.4 Completion of each classification target
- Topic: Product Statistics
- Sort and display: no
- Global screening: filter data according to the employees and dates of the global screening, target rules: assess product sales
- Analysis scenario: Statistics of product sales target value, completion value, and completion rate by product category
- Dimension: Product Category
- Target rules:
- Assess product sales: sum the subtotals of the ordered products according to the order date of the sales order (order). The life status of the sales order does not belong to ineffective, void, and reviewing.
15.2.5 Completion of each product target by month
- Topic: Product Statistics
- Sort and display: no
- Global screening: filter data according to the employees and dates of the global screening, target rules: assess product sales
- Analysis scenario: Statistics of customer sales completion value, target value, uncompleted value, completion rate by month and product name
- Dimensions: date (month), product name
- Target rules:
- Assess product sales: sum the subtotals of the ordered products according to the order date of the sales order (order). The life status of the sales order does not belong to ineffective, void, and reviewing.
Sixteen, statistical analysis of business process efficiency
16.1 Entry
- CRM To Do - pending stage tasks
16.2 Overall Introduction
- Cockpit Type: Individual
- Phase: Process
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :-------------: | :------: | :-------------: | - -------------------------------------------------- --------- |
| 1 | Overview of task processing efficiency | KPI card | Business process task statistics | Count the number of processed tasks, the number of overdue tasks, and the proportion of overdue tasks |
| 2 | Task Processing Efficiency Trends | Line Chart | Business Process Task Statistics | Statistics on the number of processed tasks and the number of overdue tasks by month |
| 3 | Efficiency of employee task processing | Statistical table | Business process task statistics | Statistics on the number of tasks to be processed, the number of processed tasks, the number of overdue tasks, and the proportion of overdue tasks |
16.2.1 Overview of task processing efficiency
- Topic: Business Process Task Statistics
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of processed tasks, the number of overdue tasks processed, and the proportion of overdue tasks processed
- Dimensions: None
- Target rules:
- Number of processed tasks: Generate the task subject under the business process task according to the unique count of the task end time. The task status is Completed.
- Number of task overdue processing: generate the task topic under the business process task according to the unique count of the task end time. The timeout period is greater than 0 and the task status is completed.
16.2.2 Task Processing Efficiency Trend
- Topic: Business Process Task Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of processed tasks and the number of overdue tasks processed by month
- Dimension: task end time (month)
- Target rules:
- Number of processed tasks: Generate the task subject under the business process task according to the unique count of the task end time. The task status is Completed.
- Number of task overdue processing: generate the task topic under the business process task according to the unique count of the task end time. The timeout period is greater than 0 and the task status is completed.
16.2.3 Business Process Task Statistics
- Topic: Business Process Task Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of tasks to be processed, the number of processed tasks, the number of overdue tasks processed, and the proportion of overdue tasks processed by task executors
- Dimension: task executor
- Target rules:
- Number of tasks to be processed: Generate the task subject under the business process task according to the unique count of the task start time. Task status is In Progress.
- Number of processed tasks: Generate the task subject under the business process task according to the unique count of the task end time. The task status is Completed.
- Number of task overdue processing: generate the task topic under the business process task according to the unique count of the task end time. The timeout period is greater than 0 and the task status is completed.
17. Statistical Analysis of Approval Efficiency
17.1 Entry
- CRM To Do - Pending Approval Process
17.2 Overall Introduction
- Cockpit Type: Individual
- Phase: Process
| Serial Number | Card Name | Card Type | Preset Theme | Analysis Scenario |
| :--: | :-------------: | :------: | :----------: | ----- -------------------------------------------------- ----- |
| 1 | Overview of Approval Processing Efficiency | KPI Card | Approval Process Tasks | Statistical Task Topics, Node Overdue Processing Number, Approval Flow Overdue Processing Ratio |
| 2 | Approval Processing Efficiency Trends | Line Chart | Approval Process Tasks | Monthly Statistical Number of Task Topics, Number of Node Overdue Processing |
| 3 | Employee Approval Processing Efficiency | Statistical Table | Approval Process Tasks | Count task topics, node overdue processing numbers, and approval flow overdue processing ratios by processed persons |
17.2.1 Overview of Approval Processing Efficiency
- Subject: Approval Process Task
- Sorting and display: KPI cards do not support sorting
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of task topics, the number of node overdue processing, and the ratio of approval flow overdue processing
- Dimensions: None
- Target rules:
- Task subject: The task subject under the approval process task is generated according to the unique count of the creation time.
- Number of node overdue processing: the task subject under the approval process task is generated according to the unique count of the task start time. The timeout period is greater than 0 and the task status is Passed, Rejected and the task type is Single Approval or Multiple Approval.
17.2.2 Approval Processing Efficiency Trend
- Subject: Approval Process Task
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count the number of task topics and node overdue processing on a monthly basis
- Dimension: task last update time (month)
- Target rules:
- Task subject: The task subject under the approval process task is generated according to the unique count of the creation time.
- Number of node overdue processing: the task subject under the approval process task is generated according to the unique count of the task start time. The timeout period is greater than 0 and the task status is Passed, Rejected and the task type is Single Approval or Multiple Approval.
17.2.3 Employee Approval Processing Efficiency
- Subject: Approval Process Task
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Count the number of task topics by processed persons, the number of node overdue processing, and the ratio of approval flow overdue processing
- Dimension: Processed Person
- Target rules:
- Task subject: The task subject under the approval process task is generated according to the unique count of the creation time.
- Number of node overdue processing: the task subject under the approval process task is generated according to the unique count of the task start time. The timeout period is greater than 0 and the task status is Passed, Rejected and the task type is Single Approval or Multiple Approval.
