Home  >   FAQs   >  How can I get key metrics of a record using record-level analytics?

How can I get key metrics of a record using record-level analytics?

Table of Contents
Obtaining Key metrics of a record using record-level analytics
Follow these steps to get key metrics of a record:
  1. Log in to your CRM account.
  2. Open a CRM record.
  3. Click the Analytics widget displayed on the right. 
  4. Click Create to add a widget under Analytics.
  5. Enter the​​​​​​ Widget name.
  6. Select a Related module from the drop-down.
  7. Select the widget type as Key Metrics from the drop-down.
  8. Select the field based on which you want to group the metrics Group By
  9. Click Add Conditions to set up conditions (optionally) on fields.
  10. Click Save.
To know more about record-level analytics, click here.
Was this FAQ helpful?
0  out of  1  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.