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User Guide

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…

User Guide


…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. — Pie…

Admin Guide

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…


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….


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…

    Combined Shape