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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…

Update Release Notes

* 5-2022, May Release Notes

charts in all chart types. The element for work hour reporting has been improved to expand the area primarily for the projects name if the width of the element is…

    Combined Shape