8 solutions
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Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
‘BCG matrix’ dashboard
‘BCG matrix’ dashboard

Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter

Free
Template
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Template
Customer segmentation based on paid invoices
Customer segmentation based on paid invoices

Automatic update of account category upon invoice payment

Free
Connector
Connector to Microsoft Power BI
Microsoft Power BI connector for Creatio

Connector to Microsoft Power BI, an interactive data visualization software

Free
Template
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Free
Template
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Free