Upstream CRM administrators can set different application homepages for downstream personnel in different roles in OrderPass, by adding different charts on the homepage to realize the visible authority control of charts by different role personnel.
1. Configuration process
1.1 Home page configuration on web page
- Filter: Whether to filter according to the preset chart or custom chart settings;
- Note: Personnel screening is the external person in charge of the screening chart;
- Charts: The scope of optional charts is statistical charts created based on the theme of downstream visible objects and reports for which the main business module of the analysis is downstream visible objects;
- Sales briefing: For the specific meaning of indicators, please refer to the [preset chart on the home page] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
- Lead conversion: For the specific meaning of indicators, please refer to the [preset chart on the homepage] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
- Sales funnel (business opportunity amount): For the specific meaning of the indicator, please refer to the [Homepage preset chart] (http://help.fxiaoke.com/2615/5df2/2bc6/52f1)
1.2 Mobile home page configuration
The homepage configuration of the mobile terminal is the same as that of the webpage terminal, so I won’t go into details here.
2. Downstream view
When viewing reports, downstream personnel can view chart details, filter, drill down, view details, and export charts; functions such as creating, editing, deleting, subscribing, forwarding, and sharing are not supported;
3. Permissions
For permissions, please refer to BI permissions for interconnected scenarios.