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 FMCG industry has preset 10+ data cockpits and 40+ 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 | Operation Management Cockpit |
| 2 | Sales Management Cockpit |
| 3 | Order Insights |
| 4 | Completion of customer goals |
| 5 | Completion of product goals |
| 6 | Customer Insights |
| 7 | Refund Insights |
| 8 | Completion of personnel goals |
| 9 | Service Link default large screen |
| 10 | Statistical Analysis of Business Process Efficiency |
| 11 | Statistical Analysis of Approval Efficiency |
1. Operation and management cockpit
1.1 Entry
- Data Cockpit
Version 1.2
- Fast-selling industry kit; visiting sales version; dealer version
1.3 Overall Introduction
- Cockpit Type: Individual
- Phase: After Sales
| Serial Number | Card Name | Card Type | Preset Theme | Scene Analysis |
| :--: | :---------------: | :------: | :----------: | ---- ----------------------------------- |
| 1 | Cumulative Sales Amount | KPI Card | Sales Order Statistics | Statistics Sales Order Amount |
| 2 | Sales Trend | Line Chart | Sales Order Statistics | Sales Order Amount by Date |
| 3 | Store Sales Ranking TOP10 | Dual Axis Chart | Sales Order Statistics | Statistics of Sales Order Amount and Total Orders by Customer Name |
| 4 | Employee sales ranking TOP5 | Histogram | Sales order statistics | Statistics of sales order amount by person in charge |
| 5 | Employee Sales Proportion | Pie Chart | Sales Order Statistics | Sales Order Amount by Person in Charge |
| 6 | Product Sales Ranking TOP10 | Dual-axis Chart | Product Statistics | Statistics of Sales Amount and Sales Quantity by Product Name |
| 7 | Proportion of Product Category | Pie Chart | Product Statistics | Sales Amount by Category |
| 8 | Proportion of vehicle sales/quote sales | Pie chart | Sales order statistics | Statistics of sales order amount by business type |
1.3.1 Cumulative Sales Amount
- 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
- Dimensions: None
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
1.3.2 Sales Trend
- Topic: Sales Order Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: count sales order amount by date
- Dimension: date
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
1.3.3 Store sales ranking TOP10
- Topic: Sales Order Statistics
- Sorting and display: display in descending order of sales order amount (sum), display the first 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of sales order amount and total number of orders by customer name
- Dimension: Customer Name
- 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.
1.3.4 Employee sales ranking TOP5
- Topic: Sales Order Statistics
- Sorting and display: display in descending order of sales order amount (sum), display the first 5 pieces of data
- Global filter: Filter data by employees and dates of global filter
- 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.
1.3.5 Proportion of employee sales
- 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 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.
1.3.6 Product sales ranking TOP10
- Topic: Product Statistics
- Sorting and display: display in descending order of sales order amount (sum), display the first 10 data
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of sales amount and sales quantity 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.
- Sales Quantity: Generate the quantity of the ordered product by summing the sales order number and order date. Order. Life status does not belong to inactive, in review, void.
1.3.7 Proportion of product categories
- Topic: Product Statistics
- Sort and display: no
- Global filter: Filter data by employees and dates of global filter
- Analysis scenario: Statistics of sales amount by category
- Dimension: Category
- 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.
1.3.8 Proportion of vehicle sales/bill sales
- 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 by business type
- Dimension: business type
- Indicators:
- Sales order amount: Generate the sum of the sales order amount under the sales order according to the order date.
2. Sales Management Cockpit
2.1 Entry
- Data Cockpit
2.2 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) |
2.2.1 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.
2.2.2 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.
2.2.3 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.
2.2.4 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.
2.2.5 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.
2.2.6 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.
3. Order insight
3.1 Entry
- Data Cockpit
3.2 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 | |
3.2.1 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.
3.2.2 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.
3.2.3 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.
3.2.4 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.
3.2.5 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.
3.2.6 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.
3.2.7 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.
3.2.8 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.
4. Completion of customer goals
4.1 Entry
- Data Cockpit
- Goal completion
4.2 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 |
4.2.1 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.
4.2.2 Customer goal 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.
4.2.3 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.
4.2.4 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.
4.2.5 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.
5. Completion of product goals
5.1 Entry
- Data Cockpit
- Goal completion
5.2 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 |
5.2.1 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.
5.2.2 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.
5.2.3 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.
5.2.4 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.
5.2.5 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.
Six, customer insight
6.1 Entry
- Data Cockpit
6.2 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 |
6.2.1 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.
6.2.2 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.
6.2.3 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.
6.2.4 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.
6.2.5 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.
6.2.6 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.
6.2.7 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.
6.2.8 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.
6.2.9 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.
VII. Receipt insights
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 | 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 |
7.2.1 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.
7.2.2 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.
7.2.3 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.
7.2.4 Top 10 payment collection list
- 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.
7.2.5 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.
7.2.6 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.
7.2.7 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.
8. Completion of personnel goals
8.1 Entry
- Data Cockpit
- Goal completion
8.2 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 |
8.2.1 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.
8.2.2 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.
8.2.3 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.
8.2.4 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.
8.2.5 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.
8.2.6 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.
Nine, the service through the default large screen
9.1 Entry
- Data Cockpit
9.2 Version Control
- You need to have a service license and re-open the marketing channel
9.3 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 |
9.3.1 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.
9.3.2 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.
9.3.3 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.
9.3.4 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.
9.3.5 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.
9.3.6 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.
10. Statistical analysis of business process efficiency
10.1 Entry
- CRM To Do - pending stage tasks
10.2 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 |
10.2.1 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.
10.2.2 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.
10.2.3 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.
11. Statistical Analysis of Approval Efficiency
11.1 Entry
- CRM To Do - Pending Approval Process
11.2 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 |
11.2.1 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.
11.2.2 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.
11.2.3 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.
