Skip to content

Commit

Permalink
Update django-crm_analytics_app_overview.md
Browse files Browse the repository at this point in the history
  • Loading branch information
DjangoCRM committed Jan 28, 2025
1 parent 61eb17a commit b50a9f6
Showing 1 changed file with 15 additions and 4 deletions.
19 changes: 15 additions & 4 deletions docs/django-crm_analytics_app_overview.md
Original file line number Diff line number Diff line change
@@ -1,8 +1,15 @@
### Overview of the Analytics App in Django CRM
<p align="right">
<a href="https://github.com/DjangoCRM/django-crm/blob/main/docs/django-crm_analytics_app_overview.md">English</a> |
<a href="https://github.com/DjangoCRM/django-crm/blob/main/docs/django-crm_analytics_app_overview-spanish.md">Español</a>
</p>

# Overview of the Analytics App in Django CRM

The **Analytics app** in the open source eCRM [software](https://github.com/DjangoCRM/django-crm/) is a powerful tool designed to provide comprehensive insights into customer relationship management. This app is essential for company managers, sales managers to make data-driven decisions by offering various reports and visualizations.

#### Key Features
---

## Key Features

[<img src="https://github.com/DjangoCRM/django-crm/raw/main/docs/pics/income_summary_thumbnail.png" alt="Analytical crm report" align="right" width="190px" style="float: right"/>](https://github.com/DjangoCRM/django-crm/blob/main/docs/pics/income_summary_screenshot.png)
1. **Income Summary Report**
Expand Down Expand Up @@ -34,12 +41,16 @@ The **Analytics app** in the open source eCRM [software](https://github.com/Djan
8. **Deal Summary**
- Provides a comprehensive overview of all deals, including their status, value, and associated products or services.

#### Access and Permissions
---

## Access and Permissions

- By default, company managers, sales managers, and CRM administrators have access to the Analytics section.
- Reports contain both tables and diagrams, making it easy to interpret the data.

#### Integration and Customization
---

## Integration and Customization

- The Analytics app integrates seamlessly with other components of the Django CRM, ensuring that all relevant data is captured and analyzed.
- Users can customize the reports to focus on specific metrics or time periods, providing flexibility to meet their unique business needs.
Expand Down

0 comments on commit b50a9f6

Please sign in to comment.