Performance analytics are used to understand the level of performance entities have showcased during a specific period or to understand growth compared to a time.
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 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 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, period, and Product, to see overall product performance.
- Growth Analytics - In the below image, we have added the filters such as entity, period, and Product and Compared to see overall product growth in terms of the same period within a space of one year. We can see a massive drop in almost all the entities because, in April 2019, Sri Lanka was faced with the unfortunate Easter Attacks in April, and exchanges were paused.
If you are a frequent user of a specific type of filter, you can save such filters for quick access, and you can do so as shown below: