Statistics
Data statistics are used to summarize data from each business module within the platform to help managers view customer conversion, contract signing, purchasing execution, inventory status and after-sales service.
Module process
Statistical range
| Statistics module | Pay attention to indicators |
|---|---|
| Customer Statistics | New customers, customer sources, conversion stages, follow-up status |
| Signing statistics | Contract quantity, contract amount, payment status, and signing trends |
| Purchasing statistics | Purchase amount, supplier, arrival status, purchase execution status |
| Inventory statistics | Inventory quantity, inventory amount, early warning products, warehouse distribution |
| After-sales statistics | Number of tickets, processing status, response efficiency, problem type |
Prerequisites for use
- Customer, contract, purchasing, inventory, after-sales and other data need to be continuously entered in the corresponding modules.
- Employee roles and data permissions affect what can be viewed.
- Statistical results are suitable for business analysis and management review and do not replace formal financial statements.
Usage Advice
- Pay attention to new customers, contract amount and project progress every week.
- Monthly review of inventory warning, purchasing execution and after-sales problem types.
- Managers can adjust sales, purchasing and service strategies based on data statistics.