Published at: 2025-10-30
Introduction to BI Components
I. BI Components on the Homepage
The BI components supported on the web/mobile homepage include:
- Basic Components: Filter, Chart;
- Preset Components: Sales Briefing, Payment Collection Statistics, Leads Conversion, Leaderboard, Sales Funnel (Opportunity Amount), Employee Target Completion Rate Ranking, Dept. Target Completion Status, Order Statistics, Refund Statistics, Sales Stage Conversion Analysis, Target Completion Rate, Annual Target Completion Status.
II. BI Components on Custom Pages
The BI components supported on web custom pages include:
- General Components: Chart, Split-Screen View, Filter, Dashboard.
The BI components supported on mobile custom pages include:
- Basic Components: Filter, Chart, Dashboard;
- Preset Components: Sales Briefing, Leads Conversion, Sales Funnel (Opportunity Amount).
III. BI Components on Object Detail Pages
The BI components on web/mobile object detail pages include:
- General Components: Chart, Dashboard.
IV. BI Components on Object List Pages
The BI components on web object list pages include:
- General Components: Chart, Filter, Dashboard.
The BI components on Campaign object list pages include:
- General Components: Campaign Insights, Chart, Filter, Dashboard.
V. BI Components on Channel Portals
The BI components on web Channel Portals include:
- Basic Components: Filter;
- Business Components: Chart, Split-Screen View.