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Home Page Charts
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…
Home Page Charts: Targets / Forecasts
Targets / Forecasts Introduction This guide helps you to create target and forecast charts for the user’s home page. To learn more about the home page charts in general and…
Home Page Charts: Pie
Pie Chart Introduction This guide helps you to create pie charts for the user’s home page. To learn more about the home page charts in general and how to share…
Home Page Charts: Bar and Line Chart
Bar and Line Chart Introduction This guide helps you to create bar and line charts for the user’s home page. To learn more about the home page charts in general…
Home Page Charts: Stacked Chart
Stacked Chart Introduction This guide helps you to create stacked charts for the user’s home page. To learn more about the home page charts in general and how to share…
Home Page Charts: Stacked Percentage Chart
…more information about creating stacked charts, see the guide Stacked Chart), but with using the additional setting Show as % (see the picture below). In this example case, we will…
Home Page Charts: Summaries in Tables
Summaries in Tables Introduction This guide represents an example table where operators are used. For more information about creating tables in general, see the guide Table. In this…
– CONTENTS –
…Home Page Charts Introduction to charts in graphical and table format and how to share them with sales groups. — Bar and Line Chart Creating bar and line charts. —…
Home Page Dashboard Settings
…be included in the reporting. Quote charts – Determine the reported quote states and select wanted plan types. Potential charts – Determine the reported potential states and select wanted plan…
Home Page Reports
…with the Add button on the home page (see the picture below). You can create versatile charts to your home page with the Charts option – for more information, see…
Business Intelligence
…project costs and report working hours. More information regarding projects in BI you can find here. Activity With activity charts it is easy to analyze activity realizations with different definitions….
Home Page Chart: Table
Table Introduction This guide helps you to create tables for the user’s home page. To learn more about the home page charts in general and how to share them among…
Potential (BI)
…later modifications do not affect. Selection of analysis period in months. The key to select in charts the unit of Y-axis. Potential history n months back: The number of individual…
Invoice (BI)
…dimensions from the cyclic group are user, sales channel, sales group and offering area. Show/hide budgets in charts. Forecast vs. invoiced, pivot table: Monthly forecast, budget and invoicing by selected…