Contact Management Analysis reports
The measures used in Contact Management Analysis reports are sourced from the Account, Contact, Contact Opportunity, and Contact Activity facts. Account and Contact measures are analyzed by Create Date. Contact Opportunity and Contact Activity measures are analyzed by Update Date. These measures use the Sum aggregation.
Accounts with Contacts
Description: This chart shows the number of accounts with an associated contact.
Measure: No. of Accounts
Chart type: Semi-donut
Contacts with Incomplete Details
Description: This chart shows the number of contacts with incomplete details. A contact is tagged as incomplete when any of this information is blank: Full Name, Position, Email, and Phone or Cell Phone number.
Measure: No. of Contacts
Chart type: Semi-donut
Contacts Without Engagements
Description: This chart shows the number of contacts that not associated with any activity or opportunity.
Measure: No. of Contacts
Chart type: Semi-donut
Contact Attribute Distribution
Description: This chart shows the distribution of contacts by a selected attribute. This report uses the Contact Attribute Distribution by filter to determine the contact attribute by which the number of contacts are categorized.
Measure: No. of Contacts
Chart type: Donut Chart
Contacts per Position
Description: This chart shows the number of contacts per Position. The number of contacts are also colored by the attribute selected in the Contract Attribute Distribution by filter for additional analysis.
Measure: No. of Contacts
Chart type: Bar Chart
Top Positions with Opportunities
Description: This chart shows the number of contacts with assigned opportunities, and categorized by Position.
Measure: No. of Opportunities
Chart type: Bar Chart