Customer Summary

In addition to the general product capabilities in FunShare CRM, it also supports the development of customers' special scenarios. It mainly includes five modules: customized report template, BI form-making function, BI access function, APL-kekai calculation logic, and PWC-kekai display interface.

1. Custom report template

When creating a new report, select a blank template of the self-selected theme, and only n can select 1 module at the same level. If you want to select multiple modules at the same time for the same column, you need to customize the report template. For details, please refer to: customized report template

2. BI spelling function

In the process of actual data analysis, we often encounter scenarios that require secondary processing of the created reports or statistical tables. Therefore, on the basis of the existing functions of the report, a form is derived, and the enterprise can configure the form according to its own needs. To implement different business logic. At present, the BI form-making function has evolved into a general product capability. For details, please refer to: Definition and related concepts of table spelling

3. BI access function

When using BI analysis, if you want to further analyze the result data, you can obtain the result data through the connection function. At present, it mainly supports reports, single-dimensional statistical charts, report crosstabs, and table spelling to obtain result data. For details, please refer to: Instructions for BI query access functions

4. APL-Customer Calculation Logic

For the convenience of customers, the product itself provides a large number of general calculation logics, including: field statistics of string type: count, unique count, field statistics of numeric type: count, unique count, sum, average, maximum , minimum value, field statistics method of date type: count, unique count, earliest, latest, etc. If the customer has special calculation logic, the special calculation logic can be opened through the APL low-code customer, and the calculation results are still displayed in BI charts. For details, please refer to: Kekai Calculation Logic

5. PWC-Kekai display interface

For the convenience of customers, the product itself provides a variety of chart styles, including: reports, crosstabs, column charts, line charts, pie charts, funnel charts, statistical tables, dual-axis charts, KPI cards, dashboards, maps ( Heat), Map (Bubble), Stacked Column, Stacked Line, Heat, Bubble. If the customer needs a special display interface, the statistical data is obtained through the BI function, and the display interface is customized through the PWC. For details, please refer to: Kekai display interface
2024-07-12
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