Filters in Analytics

In different Stats sections filters work differently.

Pipeline

Display modes.

In the pipeline different display modes are available:

  1. By the status:
    • All. Leads in all statuses are displayed.

 

    • Active. Only leads in open statuses are displayed.

 

    • Closed. Only leads with statuses “Closed - Won” and “Closed - Lost” are displayed.

 

2. By sales budget. Shows the share of leads in each status in total sale budget of leads.

3. By quantity. Shows the share of leads in each status in total number of leads.

User filters

  1. By date of creation. Displays the leads, created in the chosen period of time. Filter by the closing date is not available.
  2. By the manager. Displays the leads of the chosen manager.
  3. By custom fields. You can filter by any custom field in your account.
  4. By tags. You filter by any number of tags. Tags don't exclude each other. For example: you have 10 leads with the New York tag. Among these leads there are 3 leads with the "5th Avenue" tag. If you filter by these two tags, you will see all the leads with the New York tag and all leads with the 5th Avenue tag, 10 leads in total.

 

Consolidated report

For the consolidated report there are different display modes. For each of them filters are different.

Display modes

  1. By type:
  • Leads. Leads by statuses and by managers are displayed.

 

User filters:

  1. By date of creation. Displays the leads, created in the chosen period of time. Filter by the closing date is not available.
  2. By the manager. Displays the leads of the chosen manager.
  3. By tags. You can filter by any number of tags. Tags don't exclude each other.
  4. By custom fields. You can filter by any custom field in your account.

 

Contacts

In this mode Contacts break down into Contacts and Companies.

User filters:

  1. By date of creation. Displays the contacts, created in the chosen period of time.
  2. By the manager. Displays contacts of the chosen user.
  3. By tags. You can filter by any number of tags. Tags don't exclude each other.

To-dos

In this report to-dos break down by types and by manager.

User filters:

  1. By date of creation. Displays the to-dos, created in the chosen period of time.
  2. By the manager. Displays to-dos of the chosen user..
  3. By tags. You can filter by any number of tags. Tags don't exclude each other.

By the period:

  1. Day. The graph will be segmented by days.
  2. Week. The graph will be segmented by weeks.
  3. Month. The graph will be segmented by months.

Report by activities

In the Report by activities the following user filters are available:

  1. By the period. In the report data for the chosen period is displayed.
  2. By the manager. In the report data of the chosen manager is displayed.

Activity Log

In the list of events the following user filters are available:

  1. By the period. Data for the chosen period will be displayed.
  2. By the event type:
    • New lead - when a new lead is created
    • New contact - when a new contact in created
    • Change of lead status.
    • New note - when a new note is posted
    • New letter - when a new email is uploaded to amoCRM
    • Incoming call - when an incoming call is received
    • Outgoing call - when an outgoing call is made
    • New company - when a new company is created
    • Complete to-do - when a to-do is completed. Result of the to-do is also displayed..
    • Dropbox. The files loaded into DropBox are displayed.

    3. By the manager. The events related to the chosen manager are displayed.

Goals

Goals set up for the leads

For goals there are the  following display modes:

  1. Sale budget goals - displays the budget of the closed leads for the chosen period of time by a certain manager or by the chosen group.

 

2.  Quantity goals - shows the number of closed leads against the goal for the chosen period of time for a specific manager or for the group in general.

The following filters are also available:

  1. "Managers" - filter by any manager or group of managers.
  2. "Month" and "Year" - data for the certian month of the certain year will be displayed.

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