CRM Phase 2 - Flipbook - Page 74
STEP
PROCESS
STEP 1
Statistic Filters
The view can be changed depending upon the statistical period chosen, the look-ups
are as follows:
Option
Description
Statistics
period
Value type
Unit – Shows the exact unit values
Value – excludes the column for Follow-up’s and shows the
showroom quotation values
Profit – again excludes the column for Follow-up’s and shows
the profit figures for the Showroom quotations.
icon from the toolbar. However, to
To return to the previous view, select the
reset the statistics click on the
statistics.
STEP 2
icon and the display will return to today9s
Ratio Filters
The filter shown here allows the analysis of ratios between different activities. For
example, to analyse the ratio between total enquiries to total orders completed, this
can be done for either a users own login or their team. This is set up within
Miscellaneous options, please consult the CRM Advanced Users process notes for
information on how to set this up.
When the desired ratio is chosen the pie chart details the ratio figures:
Statistics
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