1. BI Components on Home
The BI components supported by the web/mobile homepage 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.
2. BI Components on Custom Page
The BI components supported by the custom page on the web include:
- Common Components: charts, filters.
BI components supported by mobile custom pages include:
- Basic Components: filters, charts;
- Preset Components: sales briefing, lead conversion, sales funnel (business opportunity amount).
3. BI Components on Object Details Page
The BI components on the web/mobile object details page include:
- Common Components: charts
4. BI Components on Object List Page
The BI components on the object list page on the web page include:
- Common Components: charts
The BI components on the customer object, sales leads object, sales order object, payment collection object, and business opportunity 2.0 object list page include:
- Common Components: filters, charts
The BI components on the campaign object list page include:
- Common Components: Campaign Insights, Charts
5. BI Components in Channel Portal
The BI components in the web channel portal include:
- Basic Components: filter
- Business Components: chart