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Description
Product description
The "Calculated metrics for Creatio" add-on extends Creatio customization possibilities when working with dashboards and pages. Using the add-on, you can setup custom formulas for calculation of metrics.
Use cases:
- Calculating % of payments received from orders and opportunities.
- Displaying order totals in different currencies.
- Calculating the average % of time spent on cases per particular support line.
- Calculating the average number of days spent per case at a particular stage.
- Displaying % of marketing campaign participants who reached a particular step in the campaign.
- Calculating % of sales performance.
- Formatting view columns where stored duration in seconds
Key features:
- Setting up custom formulas for calculating Creatio dashboard metrics: total sum, difference, ratio or product, using up to 4 variables and any number of constants.
- Customizing the list of out-of-the-box formulas with the built-in low-code customization tools.
- Using calculated metrics along with base dashboards features, such as filtering, aggregation, and formatting.
Languages
Pricing
Price
Calculated metrics for Creatio
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is not available for this application.
Support conditions
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.11 and up
DBMS
PostgreSQL
MS SQL
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
How to add custom formulas:
- Go to System designer -> “Lookups” section -> “The formula of the calculated metric”.
- Open the lookup and add a new formula, populate the “Name” and “Formula” columns. For example for formatting view columns where stored duration in seconds h=(a/3600)-((a/3600)%1); hf=h>0?h+' h. ':'';a=a-(h*3600); m=(a/60)-((a/60)%1); mf=m>0?m+' m. ':'';a=a-(m*60);s=a>0? a+' s.':'';hf+mf+s!==''?hf+mf+s:0; .
- Open the dashboards and make sure that the new formula appeared in the list, choose object, duration column and aggregation function for duration usually use average.
If the “Calculated metric” option did not appear in the list of possible dashboard options after installing the add-on, perform the following steps:
- In the “Custom” package, add a “Replacing client module”.
- Select "BootstrapModulesV2" as a parent object.
- Specify the contents of all existing replacements of the BootstrapModulesV2 module in the source code (use square brackets) and specify the following schemas: "DFCalculationIndicatorDesigner", "DFCalculationIndicatorEnum", "DFDashboardDesigner".
Example:
define("BootstrapModulesV2", ["SomeCustomSchema", "DFCalculationIndicatorDesigner", "DFCalculationIndicatorEnum", "DFDashboardDesigner"], function() {
return {};
});
- Save the changes.
Feedback
Leave your feedback about the solution to its developer and Marketplace team
Type
Compatibility
The add-on is compatible only with .NetFramework platform.