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What are Record-Level Analytics
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What are Record-Level Analytics
Record-level analytics, offered by the Analytics widget displayed on a record, have pre-built charts that give important metrics about the record.
For example, you can get the count of activities performed by a sales rep on a deal by looking at the Activity Count by Owner chart.
Furthermore, you can get customized analytics by creating new charts.
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Here are some situations where you might need record-level analytics:
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Feature Availability and Limits
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Default Widgets under Record-Level Analytics
Vtiger CRM displays a few widgets by default under Analytics so that you have critical information handy.
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Default widgets in Deals
You can see the following widgets under Analytics by default on a deal record:
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Default widgets in Contacts
You can see the following widgets under Analytics by default on a contact record:
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Default widgets in Organizations
You can see the following widgets under Analytics by default on a contact record:
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How to View Analytics
Vtiger CRM provides the Analytics widget in every record, where you can create charts and lists and get key metrics related to the record.
How to create charts
Charts are a graphical representation of data.
Follow these steps to create a chart:
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click ‘+’ to add a widget under Analytics.
- Enter the widget name, select a related module, and select the widget type as Chart.
- Select the type of chart you want to create – Pie chart, Donut chart, Vertical Bar chart, Horizontal Bar chart, or Line chart.
- Select the field based on which you want to group data under Group By.
- Select the Data Field to display.
- Set up conditions (optionally) on fields.
- Click Save.
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How to create lists
Follow these steps to create a list:
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click ‘+’ to add a widget under Analytics.
- Enter the widget name, select a related module, and select the widget type as List.
- Select the fields you want to display in the list.
- Set up conditions (optionally) on fields by clicking Add Conditions.
- Click Save.
How to get key metrics
Follow these steps to get key metrics:
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click ‘+’ to add a widget under Analytics.
- Enter the widget name, select a related module, and select the widget type as Key Metrics.
- Select the field based on which you want to group the metrics Group By.
- Set up conditions (optionally) on fields by clicking Add Conditions.
- Click Save.
Actions Possible on Record-Level Analytics
Click the More icon displayed on the widgets to see actions. You can perform the following actions on analytics:
- Edit: Use this option to edit the data displayed.
- Delete: You can delete the widget by using this option.
- Print: This option allows you to print the widget data.
- Save as Image: Using this option, you can save the widget data as a .png image on your local computer.
- Refresh: Use this option to refresh widget data.
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