Loading...
Page tree
Skip to end of metadata
Go to start of metadata


You may need to configure the business indicators if the revenue, first cost, and profit are loaded to Roistat not from the standard deal field in CRM. 

(информация) These indicators are optional, the integration will work even if you don't configure them.

Indicator

Description

How to work with it

Revenue

The revenue is loaded from CRM and is not calculated in Roistat

  • If the Revenue in CRM is displayed in the standard field, do nothing.
  • If the Revenue in CRM is displayed in the additional field, select the name of this field in a dropdown list. 

First cost




Can be loaded from CRM and calculated in Roistat

If one of the indicators is loaded from CRM, another indicator is calculated in Roistat. For example, if the First cost is loaded from CRM, the Profit is calculated in Roistat, and vice versa. 

  • If the First cost is loaded from the standard CRM field, do nothing. 
    The Profit will be calculated in Roistat in the following way: Revenue minus the First cost.
  • If the First cost is loaded from the additional CRM field, select the name of the First cost field in a dropdown list and do nothing with the Profit field.  
    The Profit will be calculated in Roistat in the following way: Revenue minus the First cost.
  • If the Profit is loaded from the additional CRM field, select the name of the Profit field in a dropdown list and do nothing with the First cost field.  
    The First cost will be calculated in Roistat in the following way: Revenue minus the Profit.

(информация) If you load the values from the additional CRM fields for the First cost and Profit fields, the value for the First cost field will be loaded from CRM, and the Profit will be calculated in the following way: Revenue minus the First cost.

  • No labels