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.

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