Home Page Charts

Home Page Charts

Introduction

With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting options, so that you can determine the perspective for the report very carefully to meet your needs. The charts can be user-specific or you can share them with the users of a certain sales group.

You can report the following modules with the home page charts:

  • Accounts
  • Activities
  • Communication Actions (Contact Center reporting)
  • Contacts
  • HelpDesk
  • Invoices
  • Leads
  • Potentials
  • Purchase Orders
  • Quotes
  • Sales Orders.

In addition to the main modules listed above, you can also use the information from modules linked to the main module in reporting. This includes e.g. information about the users, or row and product information of sales orders/invoices/etc.

Chart Types and Common Features

There are several different chart types for different needs, including the traditional bar charts as well as reports in table format:

  • Bar chart.
  • Line chart.
  • Pie chart.
  • Table – lists or numerical summaries of the information in the module.
  • Targets / Forecasts – a bar chart, which can be used to compare realized values with the target or forecast.
  • Stacked – a bar chart, in which the bars are stacked by some information.

In all chart types (excluding tables), it is possible to use drilling down, which means that by clicking a single bar/dot on a line/slice/etc. you can see a list of the entities that make up that bar/slice/etc.

Sharing the Charts

Sharing the charts will be enabled starting from June 2019.

The charts are user-specific by default, but you can also share them with the users in a sales group.

You can share a chart while creating one by selecting Yes or Yes (permanently) on the row Share object. The difference between these two is that the Yes option allows the user to delete the chart from their own home page, while only an admin can delete a permanent chart. You can then select the wanted sales group by clicking the button on the Sales groups row (see the picture below). You can select multiple groups by keeping the Ctrl button pressed.

You can only share a chart while creating one – you can’t share a chart you have already created, but need to make a new one for sharing.

After creating the chart, you must determine the settings for it on the sales group specific home page – to get there, switch the home page shown from the Show frontpage picklist at the top right corner of your home page.

The shared chart will be shown on the home page of each sales group member (according to the sharing settings). The users can adjust the settings of the chart on their own home page without affecting the charts of other users. The only exception is the user that originally shared the chart: the changes they make affect all the charts and they also override the adjustments made by the users.

Home Page Chart: Table
Home Page Charts: Pie
Home Page Charts: Bar and Line Chart
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