Dashboard / Tab Name

CRM Analytics CF Report

Business Goal

Provide flexible CRM analytics capabilities using standard CRM entities together with custom CRM fields and custom objects.

Business Value

The report allows users to create dashboards using standard CRM objects, along with manually created custom objects connected to the CRM through the HCP Custom and HCO Custom entities. The report also allows adaptation of existing CRM Analytics dashboards according to client-specific business requirements and reporting processes.

Main Users

CRM Administrators, Business Analysts, Product Managers, CSM, Regional Managers, Sales Managers, Top Management

Key Decisions Supported

Reporting customization, CRM analytics adaptation, operational process monitoring, KPI customization, customer segmentation analysis, support of client-specific business processes, and extension of standard CRM Analytics reporting capabilities.