Analyses

Here is a guide on how to define analyses in update.CRM web.

This topic describes the configuration of all elements related to Analyses in CRM.Designer. Analyses allow to aggregate query data, ad hoc, at the time of their execution and display graphics Example - the Sales Funnel.

To define/customize analyses in CRM.Designer:
  1. Go to CRM.Designer main page.
  2. Click Analyses to display the Analyses page.
  3. Click to view an Analyses. Click to edit an Analyses

Use the SDK page to explore the functionality of all analysis-related widgets: SDK > Analysis.