CRM
In the Analytics section, you can also create a widget to analyze data on your transactions or funnel conditions in the CRM system.
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.
Then the settings window opens, which is standard for all widgets.
Appearance Settings
Step 1. In the settings window, select the required period.
It can be the current day, the previous one, the month or the year.
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.
Step 2. Widget name.
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.
Step 4. Select a chart type.
The data will be displayed depending on the type of chart. There are 4 types in total:
Pie chart.
Column chart;
Bar chart (linea);
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.
Number of deals displays a quantitative indicator of all deals for a given period.
In this case, we see that clients have completed 36 deals during this period.
Number of clients.
It shows the number of clients who completed any transactions in your funnel during a given period.
Total amount.
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.
Average cost.
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.
LTV - purchase index.
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.
The second parameter does not affect the display of the first parameter and can be used for comparative analysis of indicators in the widget.
Deals filter
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.
Filtering by deal parameters
The deal parameters filter applies certain settings ONLY when viewing statistical indicators for the transaction (quantity, average value, etc.):
By deal owner.
It calculates the analytical data only for selected employees who have been appointed responsible for any transactions.
By deal mount.
It displays statistical data depending on the set price range.
By CRM funnel.
By deal status
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.
By chatbot block.
Filters the indicators based on the customer's location in a certain funnel state in the chatbot constructor.
By channels.
It reflects the indicators for customers depending on the channel in which the customers contacted you or in which he completed his deal.
By lists/labels.
It reflects the indicators for customers, depending on the list or label you have selected.
By clients owner
How to delete widget
To delete or duplicate a widget, you need to find the corresponding icon on the widget itself.
By clicking on the button, you will see a menu with the removal or duplication of the widget:
Now you know how to create widgets and apply the necessary metrics to them.
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