Fields Overview
Fields help structure and manage data within your system by providing a flexible way to organize and store information. By allowing customization to capture the specific information your organization needs, fields ensure the system adapts to unique requirements. Additionally, a well-structured set of fields simplifies analysis and reporting, offering actionable insights to support better decision-making.
Common Use Cases for Fields
Here are some typical examples of how Fields can be used:
Departments
Track and organize data by department, such as Sales, Marketing, Engineering and Finance. This allows you to analyze spend by team.
Example:
Add a mandatory Field named Department to classify contracts or expenses.
Define values such as Sales, Marketing, and Finance.
Use this Field to generate reports showing the total expenses incurred by each department, making it easier to track budgets and optimize resource allocation.
Customer Segments
Segment customers into groups like Enterprise, Growth, or SMB. This is especially useful for tracking contracts and tailoring customer strategies based on segment needs.
Example:
Create a Field named Customer Segment and define values like Enterprise, Growth, and SMB.
Set this Field as mandatory for both customers and contracts.
Use this segmentation to analyze revenue contributions from different segments and develop targeted marketing campaigns.
Project or Event Tracking
Categorize data by project to monitor costs, progress, or performance associated with specific initiatives or campaigns.
Example:
Add a Field named Project with options like Product Launch 2025, Rebranding, and Customer Outreach.
Assign this Field to expenses and contracts to evaluate project-related spending and identify areas for cost-saving.
See the following guides to learn more about managing fields in Rillet:
This section equips users with the tools and knowledge to manage fields in Rillet efficiently, fostering a secure and streamlined experience.
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