Question

CALCULATED METRIC IS A SUPER ADDITION FOR REPORTS, BUT WHERE IS THE CALCULATED LIST AND CALCULATED DIAGRAM?

Our sales and production processes use multiple funnels. Huge advantage of Creatio is the ability to create multiple funnels with different settings. That is why we chose Creatio when fucked off russian amoCRM.

But the trouble is, we have an opportunity to build several funnels, but we have not the ability to manage several funnels together.

We found the Calculated metric add-on, which allows you to operate with formulas and get, for example, the conversion rate for the sum of two funnels, LTV or the number of sales per client for two funnels.

But it is not clear why you stopped half way and did not create the Lists and Charts in the same way.

THIS IS MEGA USEFUL. It is almost the functionality of Power BI.

Serious competitive advantage

Please clarify if there are any plans to improve it and when?

Thank you!

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2 comments

Hi Artem,

 

Thank you for the detailed and thorough feedback. We appreciate it.

The developer of the Calculated metrics application is yet to improve it. However, the Creatio R&D department has already devised plans to redesign and enhance the charts interfaces in the out-of-the-box Creatio functionality. While I cannot provide you with an approximate release date, we scheduled the first steps in this direction after the 8.1 Creatio release.

Thank you for your answer.  We will be wait the update. We hope than in charts interfaces appear Filters "like Power BI" which help to use universal reports for different directions of analizes: levels (employee/dep/company) , offices, products ect

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