1. Web page
The BI components supported by the custom page on the web page include:
- Common components: charts, filters.
1.1 Configuration process
BI components can be used when creating/editing a custom page at Background Management > Interface Customization Management > Custom Page > New Custom Page
1.1.1 Filters
When configuring filter components in custom pages, only one can be added per home page.
- Component settings
- Whether the preset chart needs global filtering: whether employee and date in the preset chart are affected by global filtering can be configured;
- Whether global filtering is required for custom charts: You can configure whether employees and date in custom charts are affected by global filtering;
- Global filter default value settings: you can set the default value of the global filter, whether to allow users to change the filter conditions;
- Staff: You can configure Individual, All and Department I am in charge of 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;
2. Mobile terminal
BI components supported by mobile custom pages include:
- Basic components: filters, charts;
- Preset components: sales briefing, lead conversion, sales funnel (business opportunity amount).
2.1 Configuration process
BI components can be used when creating/editing custom pages in Background Management > Interface Customization Management > Mobile Terminal Customization > Page Template Management
2.1.1 Filters
When configuring filter components in custom pages, only one can be added per home page.
- Component settings
- Whether the preset chart needs global filtering: whether employee and date in the preset chart are affected by global filtering can be configured;
- Whether global filtering is required for custom charts: You can configure whether employees and date in custom charts are affected by global filtering;
- Global filter default value settings: you can set the default value of the global filter, whether to allow users to change the filter conditions;
- Staff: You can configure Individual, All and Department I am in charge of 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;
2.1.2 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 default is self-adaptive, and 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;
2.1.3 Sales Presentation
When configuring the sales briefing component in the custom page, only one can be added per home page.
- 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 new customers
- New Business Opportunities 2.0
- Customer visit (advanced field work)
- Add new contacts
- Business opportunity 2.0 of stage change
- Add follow-up news
- For the specific meaning of the indicators, please refer to the [preset chart on the homepage] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
2.1.4 Sales funnel (business opportunity amount)
When configuring the sales funnel (opportunity amount) component on the custom page, only one can be added for 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
- The amount of business opportunities under each business opportunity stage;
- Total amount of opportunity;
- For the specific meaning of the indicators, please refer to the [preset chart on the homepage] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
2.1.5 Lead conversion
When configuring lead conversion components in custom pages, only one can be added per home page.
- 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 leads
- The number of sales leads converted into customers / conversion rate
- Lead data/conversion rate converted into business opportunity 2.0
- Opportunity Amount
- The number of sales leads converted into sales orders / conversion rate
- For the specific meaning of the indicators, please refer to the [preset chart on the homepage] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
