e-office User Manual
  • Overview
    • Chinese Online User Manual
    • e-Office Training Video
  • Server
    • 1 Preparation
    • 2 Installation
    • 3 License
    • 4 FAQ
    • 5 Service Management Platform
  • Mobile APP
    • 1 Preparation
    • 2 Installation
    • 3 Configuration
  • Quick Start Guideline
  • Design a new workflow
    • 1 New Form - Leave Application
    • 2 New workflow-Leave Application
    • 3 Initialize new leave application
    • 4 Regular Expressions(Regex) in Field validation
  • App Studio - New Application
    • 1 New application - Customer Management
    • 2 Approval flow
    • 3 User Menu
    • 4 All the controls
  • Open API
    • 1 Overview
    • 2 Attachment
    • 3 User Management
  • Customisation
  • Expense
    • My expenses
    • Expense List
    • Enter expense
    • Budget Statistics
    • Setting
      • Budget
      • Permission
        • Expense List
        • Budget Statistics
        • Expense Category
      • Basic Settings
      • Expense category
    • Expense Report
  • Project
    • My project
      • Project Details
    • New project
    • Project Task
    • Report Management
    • Settings
  • CRM
    • CRM Homepage
    • New Customer
    • Details
      • Customer List
        • List Data
        • Data Operation
        • Customer Detail
      • Contact
      • Contact Log
      • Opportunity
      • Sales Record
      • Contracts
      • Customer Pool
        • Pools I Managed
        • Pools I Joined
        • Pool Configuration
    • Suppliers
    • Product
    • More
      • Import/Export
      • Transfer
      • Merge
      • Recycle Bin
      • Request to access
      • Permission Approval
    • Customer Report
    • Settings
      • Field Settings
      • Homepage Configuration
      • Pool Configuration
      • Permission Setting
      • Related Business Setting
  • Assets
    • New asset
    • Application for use ~ WIP
    • Application for approval
    • Changes
    • Maintenance
    • Asset inventory ~ WIP
    • Return of assets ~ WIP
    • Analysis ~ WIP
    • Settings ~ WIP
  • Leave
    • My Leave
    • Leave List
    • Leave Type
    • Leave Setting
  • Attendance ~ WIP
Powered by GitBook
On this page
  • 1 Chart Display
  • 1.1 Pie Chart
  • 1.2 Bar Chart
  1. CRM

Customer Report

Purpose: To provide statistics on the customer data available to the current user through pie charts and bar charts based on various customer attributes.

Last updated 9 months ago

1 Chart Display

1.1 Pie Chart

The pie charts show the percentage of customers by customer type, customer status, customer attributes, and customer size.

1.1.1 Statistics

1.1.2 Filter

The charts statistics are displayed based on filter criteria and the filter are fixed.

The filter range are created this week, created this month, created this quarter, and created this year.

1.2 Bar Chart

1.2.1 According to Account Executive

Statistics on the total number of customers, customer types, customer statuses, and customer attributes.

Horizontal axis: Account executive

Vertical axis: Number of customers under each account executive.

1.2.2 According to Creation Date

Statistics on the number of customers, customer types, customer statuses, and customer attributes by day, week, and month.

Horizontal axis: Customer creation date

Vertical axis: Number of customers created