Performance analytics are used in order to understand the level of performance entities have showcased during a certain time period or in order to understand growth compared to a time period.
This can be done via the Analytics options in the left corner represented by the Pie Chart symbol or via the Analytics Quick Link
If you click on the quick link, you will be guided to the following page which shows all the analytic types in boxed formats. If you click on the pie chart icon, these types would appear in a drop a down menu format. From the below options, select Performance Analysis.
Once you click on it, you will be able to see the following page:
You can find any sort of performance-related information ranging from:
- General Analytics - In the below image we have just added two basic filters such as entity and Time period to see overall performance.
- You can click on any of the numbers available here and you will be directed to the Applications CRM for clarification you can click on the table topics to rearrange them in a preferred manner.
- Product Specific Analytics - In the below image we have just added two basic filters such as entity, Time period and Product to see overall product performance.
- Growth Analytics - In the below image we have added the filters such as entity, Time period, Product and Compare to see overall product growth in terms of the same period within a space of one year and we can see the results.
If you are a frequent user of a certain type of filter, you can save such filters for quick access and you can do so as shown below:
STEP 1: Click on Save Filter option once you have all the filters in place.
STEP 2: Give it a name of your choice.
STEP 3: Click on the blue drop icon to access your filter conveniently.