# CRM

In the Analytics section, you can also create a widget to analyze data on your transactions or funnel conditions in the CRM system.

<div data-with-frame="true"><figure><img src="/files/bRrpIGNCXNQgZ06b5pBE" alt="" width="563"><figcaption></figcaption></figure></div>

To create a new CRM widget, click on the button of the same name in the right corner of the screen or on the widget form.

<div data-with-frame="true"><figure><img src="/files/OhMQ5XWKOT0jIqdTVn5d" alt=""><figcaption></figcaption></figure></div>

Then the settings window opens, which is standard for all widgets.

<div data-with-frame="true"><figure><img src="/files/Q4maNjjSV2NQ3KysMZOJ" alt=""><figcaption></figcaption></figure></div>

## Appearance Settings

Step 1. In the settings window, select the required period.

<div data-with-frame="true"><figure><img src="/files/Vt2bY41eYV6ixH8CMR7g" alt="" width="563"><figcaption></figcaption></figure></div>

It can be the current day, the previous one, the month or the year.

{% hint style="warning" %}
Please note!\
The period selected as the YEAR displays the analytics data starting from January 1 of the current year, but NOT for 365 days, including the months of the previous year.
{% endhint %}

Step 2. Widget name.

<div data-with-frame="true"><figure><img src="/files/35CStDyk49xZQ7nbiTzO" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="warning" %}
This field is required. If you don’t enter a widget name, you won’t be able to save it or add it to your analytics section.
{% endhint %}

Step 4. Select a chart type.

<div data-with-frame="true"><figure><img src="/files/TA8igM1sXkn9R1DJWD1E" alt=""><figcaption></figcaption></figure></div>

The data will be displayed depending on the type of chart. There are 4 types in total:

1. Pie chart.
2. Column chart;
3. Bar chart (linea);
4. Simplified.

## Chart parameters

There are various parameters in the widget that the chart is based on. Each indicator displays a single picture of the analytics data either by the number (transactions/clients) or by the average value.

<div data-with-frame="true"><figure><img src="/files/7aL9maUkZnQ6mseJoqBt" alt="" width="563"><figcaption></figcaption></figure></div>

1. Number of deals displays a quantitative indicator of all deals for a given period.

<div data-with-frame="true"><figure><img src="/files/ApgKhCnSwDhfETgzAHE4" alt="" width="429"><figcaption></figcaption></figure></div>

In this case, we see that clients have completed 36 deals during this period.

<div data-with-frame="true"><figure><img src="/files/KpO74Xd6eK6nuOtw9XDc" alt="" width="563"><figcaption></figcaption></figure></div>

2. Number of clients.

<div data-with-frame="true"><figure><img src="/files/8P5frFqjFgx1kejcIZaQ" alt="" width="563"><figcaption></figcaption></figure></div>

It shows the number of clients who completed any transactions in your funnel during a given period.

<div data-with-frame="true"><figure><img src="/files/g8xwfrfKUQ53itjjgJMg" alt="" width="563"><figcaption></figcaption></figure></div>

3. Total amount.

<div data-with-frame="true"><figure><img src="/files/UKAWNQyMVPPXxZe13qOD" alt="" width="563"><figcaption></figcaption></figure></div>

This parameter calculates the total cost of all transactions that took place. For example, three transactions were made for 100, 200 and 300 usd. The sum of the transaction values will be equal to 600 units.

4. Average cost.

<div data-with-frame="true"><figure><img src="/files/5YlsvYcbVqzzhK57aDa5" alt="" width="563"><figcaption></figcaption></figure></div>

This setting calculates the average value of all transaction values: for example, three transactions were made for 100, 200 and 300 rubles, the average value of all three transactions will be 200 units.

5. LTV - purchase index.

<div data-with-frame="true"><figure><img src="/files/edLAWTGE2UsRCx2D5p5c" alt="" width="563"><figcaption></figcaption></figure></div>

This indicator reflects the number of transactions per customer: for example, the first client made three transactions, the second client made one, and the third customer made two. The purchase index will be equal to the average value of transactions per customer, that is, 2 transactions per customer.

After the first parameter, you can also choose to display the second one with the same indicators.

<div data-with-frame="true"><figure><img src="/files/V9JQBkaQTfjdPm9Z45Yq" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="success" %}
The second parameter does not affect the display of the first parameter and can be used for comparative analysis of indicators in the widget.
{% endhint %}

## Deals filter

<div data-with-frame="true"><figure><img src="/files/YHDuCTm6JUnDUlZONMUp" alt="" width="563"><figcaption></figcaption></figure></div>

The deals filter will display values based on the indicators you have selected: for example, calculating statistics from a certain funnel state or for certain customer lists.

When filtering metrics for a widget, you can apply multiple values by adding one or more more steps when clicking on the "+Add a step "button.

<div data-with-frame="true"><figure><img src="/files/0GFhRmrm3D4CworRTgWI" alt="" width="563"><figcaption></figcaption></figure></div>

#### Filtering by deal parameters

The deal parameters filter applies certain settings ONLY when viewing statistical indicators for the transaction (quantity, average value, etc.):

1. By deal owner.

<div data-with-frame="true"><figure><img src="/files/xNBs12hoDBlBnTnQB0gX" alt="" width="563"><figcaption></figcaption></figure></div>

It calculates the analytical data only for selected employees who have been appointed responsible for any transactions.

2. By deal mount.

<div data-with-frame="true"><figure><img src="/files/7HRJ8juLnm5F45JU9XEe" alt="" width="563"><figcaption></figcaption></figure></div>

It displays statistical data depending on the set price range.

3. By CRM funnel.

<div data-with-frame="true"><figure><img src="/files/kDUqUJ5hnf1vJyvMHWY0" alt="" width="563"><figcaption></figcaption></figure></div>

4. By deal status

<div data-with-frame="true"><figure><img src="/files/PxJnovlfWV3qamo3XD3X" alt="" width="563"><figcaption></figcaption></figure></div>

It filters out statistical indicators depending on the status of the transaction in the CRM system or depending on the funnel.

#### Filtering by customers

Filtering by funnel customers applies certain settings ONLY when viewing statistics on customers existing in your project.

1. By chatbot block.

<div data-with-frame="true"><figure><img src="/files/ZDx56Rgpu2EI64YgCVkE" alt="" width="563"><figcaption></figcaption></figure></div>

Filters the indicators based on the customer's location in a certain funnel state in the chatbot constructor.

2. By channels.

<div data-with-frame="true"><figure><img src="/files/2kxxU0Se5dzsbUWZlr0c" alt="" width="563"><figcaption></figcaption></figure></div>

It reflects the indicators for customers depending on the channel in which the customers contacted you or in which he completed his deal.

3. By lists/labels.

<div data-with-frame="true"><figure><img src="/files/6dNe8qOPtMgWaxfoJJpQ" alt="" width="563"><figcaption></figcaption></figure></div>

It reflects the indicators for customers, depending on the list or label you have selected.

4. By clients owner

<div data-with-frame="true"><figure><img src="/files/pQ2FqDbaDh9tphzEHXvQ" alt="" width="563"><figcaption></figcaption></figure></div>

### How to delete widget

To delete or duplicate a widget, you need to find the corresponding icon on the widget itself.

<div data-with-frame="true"><figure><img src="/files/hAUi0zApmtiifnab44zj" alt=""><figcaption></figcaption></figure></div>

By clicking on the button, you will see a menu with the removal or duplication of the widget:

{% hint style="success" %}
Now you know how to create widgets and apply the necessary metrics to them.
{% endhint %}


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