The Companies service (part of the Customer Management application) contains the following sample view types:
The following sample shared list views are contained within the Companies service:
The All Companies view displays all companies currently in the system with each company's contact information.
The Active Members view lists all active members based on the Member Type and Dues Paid Thru fields on the Companys record.
The Active Members Near Expiration view displays the member companies whose membership will expire within the next 90 days (based on the company's Dues Paid Thru date). This is a hierarchal view that also displays a company's associated Persons and Subscriptions.
The Company Hierarchy view lists companies and each company's subsidiaries in a hierarchical view.
The Company Lookup view is a prompted view to locate Companies based on Name. When prompted, start to enter the name of the Company (the full name is not necessary) and click OK to load the view.
The Companies Modified Last 24 Hours view displays all Companies records that were recently modified (within the last 24 hours).
The Companies w/Orders Last 12 Months view lists all companies who placed orders within the last 12 months.
The Prior Customer, Not In Last 12 Months view lists all companies that have placed orders in the past but not within the last 12 months.
The following sample Chart Views are contained within the Companies service:
The Average Revenue/Member By Country chart view is a bar chart of a sub-set of countries and the average revenue for companies in those countries. When you select an item in the chart the By Revenue Category pivot table view loads.
The Average Revenue Per Member By Country (Drill Down) column chart view displays the average company revenue by country. Clicking a column in this view opens the By Rev. Category/Co. Type pivot table view for the selected Country's companies.
The Average Revenue Per Member By Country column chart is a graphical representation of the average company revenue by only Western European Countries. Clicking a column in this view opens the By Rev. Category/Co. Type pivot table view for a country's Companies.
The By Join Year/Member Type line chart is a graphical representation that displays members grouped by their respective join year.
The Count By Member Type chart view is a 3-D pie chart that groups companies by member type.
The By Revenue Category/Company Type view is a Doughnut chart that displays the number of companies by company type and revenue category.
The Count By Company Type chart view is a 3-D pie chart of companies grouped by company type. Clicking one of the areas within the chart opens the Avg. Rev. Per Member By Country (Drill Down) column chart for the selected company type.
The Members By Country chart view is a Pie Chart that shows a breakdown of member companies (Member Type of Corporate Member) broken down by their country.
The Members By Country/State chart view is a stacked bar graph of corporate members broken down by Country and then their States.
The New Members By Qtr/Year column chart displays the number of new corporate members who joined the organization by quarter and year.
The following sample Pivot Tables are contained within the Companies service:
The By Revenue Category pivot table displays companies grouped by revenue, revenue category, and Company Type.
The By Revenue Category/Co. Type pivot table groups companies by company type and revenue category (revenue category is sorted in descending order).
The Companies w/Active Committee Participation pivot table lists companies that are linked to a person who is a member of a committee term with active committee participation.
The Top 10 Customers - Last 12 Months pivot tables shows the top 10 customers in terms of sales for the last 12 months.
The Top 10 Customers Overall pivot table shows the top ten customers in terms of sales over the history of the system to date.
The following Calendar view is found within the Companies service:
The Calendar of Member Expirations is a calendar view that shows all upcoming member expirations based on the member's Dues Paid Through date.