1. Web
The BI components supported by the home page of the web include:
- Basic Components: filters, charts;
- Preset Components: sales briefing, payment collection statistics, lead conversion, ranking list, sales funnel (business opportunity amount), employee goal completion rate ranking, department goal completion status, order statistics, refund statistics, sales stage conversion analysis, goal completion rate, the completion of annual goals.
1.1 Configuration Process
BI components can be used when creating/editing the homepage template in Background Management > Interface Customization Management > CRM Homepage Customization > Homepage Template Management and CRM > Homepage > New Homepage
1.1.1 Filters
When configuring filter components in the homepage, only one can be added per homepage.
- Component Settings
- Whether the preset chart needs global filter: whether Employee and Date in the preset chart are affected by global filtering can be configured;
- Whether global filter is required for custom charts: You can configure whether Employee and Date in custom charts are affected by global filter;
- Global Filter Default Value Settings: you can set the default value of the global filter, whether to allow users to change the filter conditions;
- Employee: You can configure Individual, All and My Responsible Department as default values;
- Date: A certain date or a certain period of time can be configured as the default value;
- Added components can be deleted in the operation area;
1.1.2 Charts
After dragging the Chart component, you need to select the previously created chart, and you can select up to 10 charts each time.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
1.1.3 Sales Briefing
When configuring the sales briefing component on the homepage, only one can be added per homepage.
- Component Settings
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Number of Accounts
- New Opportunity 2.0
- Account Visit (Advanced Fieldwork)
- New Contacts
- Opportunity 2.0 of Stage Change
- New Follow-up Moments
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.4 Payment Statistics
When configuring the payment collection statistics component on the homepage, only one can be added for each homepage.
- Component Settings
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Total Amount of Payment
- Total Amount
- Confirmed
- To be Confirmed
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.5 Leads Conversion
When configuring leads conversion components on the homepage, each homepage can only add one.
- Component Settings
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Total Number of Sales Leads
- Number/Conversion Rate of Sales Leads Converted into Accounts
- Data/Conversion Rate of Sales Leads Converted into Opportunity 2.0
- Opportunity Amount
- Number/Conversion Rate of Sales Leads Converted into Sales Orders
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.6 Ranking
When configuring the ranking component on the homepage, only one can be added to each homepage.
- Component Settings
- Added components can be deleted in the operation area;
- Analyzed Data
- Ranking of Personnel Order Amount
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
- Only count the data up to 23:59:59 of the previous day, the data of the current day will not participate in the ranking
1.1.7 Sales Funnel (Opportunity Amount)
When configuring the sales funnel (opportunity amount) component on the homepage, only one can be added to each homepage.
- Component Settings
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Opportunity Amount under Each Opportunity Stage;
- Total Opportunity Amount;
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.8 Ranking of Employee Goal Completion Rate
When configuring the employee goal completion rate ranking component on the homepage, only one can be added to each homepage.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Opportunity Amount under Each Opportunity Stage;
- Total Opportunity Amount;
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.9 Completion of Department Goals
When configuring department goal completion status components on the homepage, each homepage can only add one.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Target value, completion value and completion rate of each department
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.10 Order Statistics
When configuring the order statistics component on the homepage, only one can be added to each homepage.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Total Number of Orders
- Total Amount
- Confirmed
- To be Confirmed
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.11 Refund Statistics
When configuring the refund statistics component on the homepage, each homepage can only add one.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Total Refunds
- Total Amount
- Confirmed
- To be Confirmed
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.12 Sales Stage Conversion Analysis
When configuring the sales stage conversion analysis component on the homepage, only one can be added per homepage.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Average Duration of Stay
- Total Number of Opportunities
- Total Amount of Opportunity
- Lost
- Lost Rate
- Stay
- Sales Cycle
- Average Unit Price
- Total Conversion Rate
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.13 Goal Completion Rate
When configuring the goal completion rate component on the homepage, only one can be added per homepage.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Completion Value
- Target Value
- Completion Rate
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.1.14 Completion of Annual Goals
When configuring the annual goal completion status component on the home page, only one can be added to each home page.
- Component Settings
- Component Height: The height of the added chart component can be configured;
- The display name of the added component can be modified in the operation area;
- Added components can be deleted in the operation area;
- Analyzed Data
- Target Value
- Completion Value (Same Period Last Year)
- Completion Value
- Completion Rate
- For the specific meaning of the measures, please refer to the [Preset Chart on Home] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
2. Mobile
The BI components supported by the mobile homepage and the webpage are the same, including:
- Basic Components: filters, charts;
- Preset Components: sales briefing, payment collection statistics, lead conversion, ranking list, sales funnel (business opportunity amount), employee goal completion rate ranking, department goal completion status, order statistics, refund statistics, sales stage conversion analysis, goal completion rate, the completion of annual goals.
2.1 Configuration Process
The homepage of the mobile terminal follows the configuration of the webpage and does not need to be configured separately.