Automatically calculate the frequency of processes in an additional client field
Good afternoon.
Is it possible to get instructions on how to correctly configure "Automatically calculate process frequency in additional client field"?
Which fields are required and which are optional.
And the formula by which this indicator is calculated.
But when I set it up like in the photo, only 20 contacts were filled in.
Original question is available on version: ua
Is it possible to get instructions on how to correctly configure "Automatically calculate process frequency in additional client field"?
Which fields are required and which are optional.
And the formula by which this indicator is calculated.
But when I set it up like in the photo, only 20 contacts were filled in.
Answers:
Good afternoon. Instructions:
All fields are required except the last checkbox.
It works something like this: it takes the specified number of recent processes, takes the date of the first and last process and calculates the number of days between these two dates. It divides the number of days by the number of processes - it turns out that if you have 5 processes at the client and the date difference between the first and 5th is 10 days, then it will write the number 5 in the additional field. Thus, on average, you can calculate how many days the client creates a new process of a certain type and make some kind of forecast based on this data.
All fields are required except the last checkbox.
It works something like this: it takes the specified number of recent processes, takes the date of the first and last process and calculates the number of days between these two dates. It divides the number of days by the number of processes - it turns out that if you have 5 processes at the client and the date difference between the first and 5th is 10 days, then it will write the number 5 in the additional field. Thus, on average, you can calculate how many days the client creates a new process of a certain type and make some kind of forecast based on this data.
20.03.2025, четверг, 17:29
Original comment available on version: ru
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