Performance Groups are an excellent feature in OrangeCRM that give you the ability to group related data together in reporting, providing a top level view which you can drill into to see a breakout of each component in the Performance Group.

For example, let’s say you have multiple down-sell Billing Plans and you want the option of seeing the data for all of them collectively. You would create one Performance Group, and then you would select that Performance Group on each one of your down-sell Billing Plans. If you want to see the data for each down-sell Billing Plan individually, you will be able to drill into the Performance Group to see a breakout by Billing Plan.

To create a Performance Group, simply go to the Lists Menu and click on Performance Groups, then click the New Group button in the top right corner. You can assign Performance Groups to Acquisition Centers, Billing Plans, Events, Fulfillments and Merchant Banks. This allows you to define the components that belong to each Performance Group.

If you have any questions about how to use Performance Groups please feel free to contact our support desk at (770) 227-0036 Ext 1.