CRM analysis
Analyze your CRM data in the Analytics module to correlate activities to results.
The CRM analysis database opens in the Analytics module. If you have permission, it appears on your homepage with other databases and in the Analytics menu.
The CRM analysis database is often tailored to suit individual businesses. You might need to contact your administrator to gain access to the CRM database. See Databases to learn more.
A standard CRM analysis database is similar to any other database in Phocas, but instead of seeing value, profit or quantities, you see the number of activities for accounts, contacts and leads.
Typically, full details can be viewed using Transaction mode, where you can change the properties as required.
Example: Find accounts that have had no activity over the last 12 months
Open the CRM analysis database.
Select a period and a dimension, such Rolling 12 Months and Campaign.
Change the activity filter to No Activity. All campaigns with no recorded activity display in the grid, highlighted in green.
Example: Create a dashboard that compares Sales Activity to Sales Value
First, create a new dashboard called Sales vs Activity in the last three months. After you select Save, a new blank dashboard opens.
Next, create an activity bar chart using data from the CRM analysis database:
On the new dashboard, select Add widget > Query. The widget configuration screen has a database selection on the top-right and widget settings on the left. The Phocas grid appears inside the screen and operates as usual.
In the top-right, select the CRM database.
Select a period (this example uses Last 3 months).
Select Mode > Total.
Select the Chart button.
Select the Column chart and enter a name for the chart (in this example the name is Activity last 3 months).
Select Save. The chart displays on the dashboard.
Next, create a sales value chart using data from the Sales database.
On the new dashboard, select Add widget > Query.
Select the Sales database.
Select a period (match it to the period used in the activity chart).
Select Mode > Total.
Click the Chart button.
Select the Column chart, enter a name for the chart (in this example the name is Sales last three months) and place it on the same line as the previous chart (in this example, Line 0).
Click Save. The chart displays on the dashboard.
Now you can view your dashboard. The charts sit side by side so you can compare sales activity with sales value for the same period. In this example, the link between activity and sales is not clear. Activity levels are about the same across the three months, but sales values vary a lot. This would be something to follow up with the sales team.
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